401(k) · DOL Form 5500 · 2024
Charlie Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 748
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $19,495
- Avg per participant Low balance/head
Official DOL plan name: Charlie Health 401(k) Plan · Sponsored by Charlie Health, Inc. · Montana · Healthcare & Social Assistance
$15M in assets, 748 participants
Charlie Health, Inc.'s Charlie Health 401(k) Plan reported $15M in total assets and 748 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,649 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Charlie Health 401(k) Plan covers 748 participants in Montana, 2.8x the typical Montana plan (state average ~271 per filing). Assets: $15M.
- #11,649
- in Healthcare & Social Assistance (16,916 peers)
- +183.7%
- assets growth YoY
Charlie Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charlie Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,582,516 Top 36% higher than 64% 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
Charlie Health 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 Health 401(k) Plan sits mid-pack in the medium band (748 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charlie Health 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Charlie Health 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Charlie Health 401(k) Plan reported participants rose from 324 in the plan year 2023 filing to 748 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 844582670 · Charlie Health, Inc. PY 2024 · 401(k)
Charlie Health 401(k) Plan · $15M · 748 · 64th
- BOY $15M
- BOY 748
- BOY 64th
- BOY 401(k)
- BOY near Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan
- BOY ind #11649
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 Montana →
Charlie Health 401(k) Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $9M |
| Employer EIN | 844582670 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlie Health, Inc.)
Sponsor-wide plan assets over time
All Charlie Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 183.65631765582359% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 324 | $5M |
| 2024 | 1 | 748 | $15M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Charlie Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan in AZ ($15M); by covered participants it is Hoar Holdings, LLC 401(k) Retirement Plan in AL (748 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (748 participants); asset peers above are excluded.
- Hoar Holdings, LLC 401(k) Retirement Plan (AL) 748 · 0 off
- The Psomas Retirement Savings Plan (CA) 748 · 0 off
- Christian Care Communities Inc. 401(k) Retirement Plan (KY) 748 · 0 off
- Primanti Corporation 401(k) Plan (PA) 748 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.