401(k) · DOL Form 5500 · 2024

Nashville Management, Inc. 401(k) Plan

Data updated 2026-08-25

$444K
Total assets Small plan by assets
119
Participants Small participant base
17th
Percentile by assets National rank
$3,730
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Charlie's 401(k) Plan · Sponsored by Nashville Management, Inc. · Arizona · Food Services & Accommodation

$444K in assets, 119 participants

Nashville Management, Inc.'s Charlie's 401(k) Plan reported $444K in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,637 in Food Services & Accommodation (3,672 peers)

Coverage in Arizona

Charlie's 401(k) Plan covers 119 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $444K.

#1,637
in Food Services & Accommodation (3,672 peers)
+54.6%
assets growth YoY

Charlie's 401(k) Plan among the smaller filed plans by assets

Charlie's 401(k) Plan vs every filed plan by assets

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

$443,872 17th percentile higher than 17% 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

Charlie's 401(k) 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. Charlie's 401(k) Plan sits mid-pack in the medium band (119 participants).

DOL schedule card

Filing strip 840782279 · Nashville Management, Inc. PY 2024 · 401(k)

Charlie's 401(k) Plan · $444K · 119 · 17th

  • EBSA $444K
  • PART 119
  • TYPE 17th
  • NET 401(k)
  • BOOK near Cooper's Downtime Adventures, Inc. 401(k) Plan
  • VS-ST ind #1637

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

Charlie's 401(k) Plan in the asset neighbourhood

Charlie's 401(k) Plan$444KCooper's Downtime Adventures, Inc. 401(k) PlanCooper's Downtime Adventures…$444KBent Creek Hospitality, Inc 401(k) Profit Sharing PlanBent Creek Hospitality, Inc …$444KTarnation Industries Inc 401(k) PlanTarnation Industries Inc 401…$444KJames Bay Distillers Retirement PlanJames Bay Distillers Retirem…$444K
End-of-year total assets ($M) among Charlie's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$287K
Net Assets (End of Year)$444K
Net Income$157K
Employer EIN840782279
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Charlie's 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Charlie's 401(k) Plan, Total assets ($B): 0.000443872 · Participants: 119Charlie's 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Charlie's 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Charlie's 401(k) Plan side-by-side with 3 peers →

Charlie's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cooper's Downtime Adventures, Inc. 401(k) Plan in MI ($444K); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Charlie's 401(k) Plan assets move in 2024? ▼
Charlie's 401(k) Plan surged - up 54.6% during 2024, from $287K to $444K. Reported net income was $157K.
Where does Charlie's 401(k) Plan rank by assets among Form 5500 filers? ▼
Charlie's 401(k) Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Charlie's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cooper's Downtime Adventures, Inc. 401(k) Plan in MI ($444K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Charlie's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A 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 840782279.

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.