401(k) · DOL Form 5500 · 2024
Alison Chaltas 401(k) Plan
Data updated 2026-08-25
- $173K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $86,709
- Avg per participant Below avg balance/head
Official DOL plan name: Chaltas Associates LLC Profit Sharing Plan · Sponsored by Alison Chaltas · Rhode Island · Professional & Technical Services
$173K in assets, 2 participants
Alison Chaltas's Chaltas Associates LLC Profit Sharing Plan reported $173K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,538 in Professional & Technical Services (20,173 peers)
Alison Chaltas multi-year trail
Alison Chaltas's plans moved +59.8% in assets from 2022 to 2024; this filing shows Chaltas Associates LLC Profit Sharing Plan at $173K / 2 participants.
- #1,538
- in Professional & Technical Services (20,173 peers)
- +21.7%
- assets growth YoY
Chaltas Associates LLC Profit Sharing Plan among the smaller filed plans by assets
Chaltas Associates LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$173,418 9th percentile higher than 9% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Chaltas Associates LLC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chaltas Associates LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chaltas Associates LLC Profit Sharing Plan end-of-year assets rose from $142K in the plan year 2023 filing to $173K in the plan year 2024 filing.
- Chaltas Associates LLC Profit Sharing Plan reported net income fell from $34K in the plan year 2023 filing to $31K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 472459704 · Alison Chaltas PY 2024 · 401(k)
Chaltas Associates LLC Profit Sharing Plan · $173K · 2 · 9th
- RANK $173K
- PHOTO 2
- IND 9th
- EOY 401(k)
- 5500 near Tuladoso Retirement Plan
- ASSETS ind #1538
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Rhode Island →
Chaltas Associates LLC Profit Sharing Plan in the asset neighbourhood
Alison Chaltas multi-year asset trail
Sponsor-wide plan assets over time
All Alison Chaltas plans reported in each filing year
- Latest sponsor-wide plan assets
- $173K 59.79838375275287% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $109K |
| 2023 | 1 | 2 | $142K |
| 2024 | 1 | 2 | $173K |
Alison Chaltas filing trail (2024)
| Total Assets (Beginning of Year) | $142K |
|---|---|
| Net Assets (End of Year) | $173K |
| Net Income | $31K |
| Employer EIN | 472459704 |
| Plan Effective Date | 2016-12-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Chaltas Associates LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Tuladoso Retirement Plan in TX ($173K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173K here).
- Tuladoso Retirement Plan (TX) $173K · 1
- Taddy, Inc 401(k) Plan (NV) $173K · 1
- A and D Howard Marcus Enterprise Holdings Corporation 401(k) Plan (NC) $173K · N/A
- M L Thompson & Associates Retirement Plan (NC) $173K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.