Profit Sharing · DOL Form 5500 · 2024

Charter Oak Health Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
181
Participants Below avg headcount
46th
Percentile by assets National rank
$33,696
Avg per participant Low balance/head
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Official DOL plan name: Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan · Sponsored by Charter Oak Health Center, Inc. · Connecticut · Healthcare & Social Assistance

$6M in assets, 181 participants

Charter Oak Health Center, Inc.'s Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan reported $6M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,379 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan covers 181 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#8,379
in Healthcare & Social Assistance (16,916 peers)
+15.1%
assets growth YoY

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,099,025 46th percentile higher than 46% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $799K in the plan year 2024 filing.
  • Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060986747 · Charter Oak Health Center, Inc. PY 2024 · Profit Sharing

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan · $6M · 181 · 46th

  • RANK $6M
  • PHOTO 181
  • IND 46th
  • EOY Profit Sharing
  • 5500 near Alicea Valentin - Baez Chao Retirement Plan
  • ASSETS ind #8379

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan in the asset neighbourhood

Charter Oak Health Center, Inc. 403(b) Profit Sharing PlanCharter Oak Health Center, I…$6MAlicea Valentin - Baez Chao Retirement PlanAlicea Valentin - Baez Chao …$6MCoin Exchange Inc Profit Sharing PlanCoin Exchange Inc Profit Sha…$6MBuilders Insulation Holdings, Inc. Profit Sharing PlanBuilders Insulation Holdings…$6MCalifornia Manufacturing Technology Consulting Retirement PlanCalifornia Manufacturing Tec…$6M
End-of-year total assets ($M) among Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$799K
Employer EIN060986747
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Oak Health Center, Inc.)

Sponsor-wide plan assets over time

All Charter Oak Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.376261127034496% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.22M $6.1M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 175 $4M
2023 1 182 $5M
2024 1 181 $6M

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan, Total assets ($B): 0.006099025 · Participants: 181Charter Oak Health Center, Inc. 403(b) Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan side-by-side with 3 peers →

Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Alicea Valentin - Baez Chao Retirement Plan in PR ($6M); by covered participants it is Flexible Annuity DC Plan of Community Health Alliance in NV (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan assets move in 2024? ▼
Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan grew sharply - up 15.1% during 2024, from $5M to $6M. Reported net income was $799K.
How have Charter Oak Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Oak Health Center, Inc.'s sponsor-wide assets grew 44.4%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alicea Valentin - Baez Chao Retirement Plan in PR ($6M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Flexible Annuity DC Plan of Community Health Alliance in NV (181 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060986747.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.