401(k) · DOL Form 5500 · 2024
Charlie's 401(k) Plan
Data updated 2026-05-15
- $444K
- Total assets
- 119
- Participants
- 17th
- Percentile by assets
- $3,730
- Avg per participant
Sponsored by Nashville Management, Inc. · Arizona · Food Services & Accommodation
What the 2024 filing shows
Charlie's 401(k) Plan holds $444K for 119 participants - about $3,730 per participant, among the smaller plans by assets on file, up 54.6% over the 2024 plan year.
- $444K
- total plan assets (2024 EOY)
- 119
- covered participants
- 17th
- percentile by assets (of 116,472 plans)
- $3,730
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About Charlie's 401(k) Plan
Charlie's 401(k) Plan is a 401(k) retirement plan sponsored by Nashville Management, Inc., headquartered in Arizona. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $444K in total end-of-year assets and covers 119 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 840782279, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets surged from $287K at the beginning of 2024 to $444K at year-end - up 54.6%. Net assets (after liabilities) closed the year at $444K, with reported net income of $157K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Charlie's 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $287K |
|---|---|
| Total Assets (End of Year) | $444K |
| Net Assets (End of Year) | $444K |
| Net Income | $157K |
| Plan Type | 401(k) |
| Employer EIN | 840782279 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Frequently Asked Questions
How much money is in the Charlie's 401(k) Plan? ▼
What type of plan is Charlie's 401(k) Plan? ▼
Who sponsors the Charlie's 401(k) Plan? ▼
How did Charlie's 401(k) Plan perform in 2024? ▼
What this filing means
Ways to act on Charlie's 401(k) Plan's numbers.
- By total assets, Charlie's 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 840782279.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.