401(k) · DOL Form 5500 · 2024
Charles Products Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 210
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $28,882
- Avg per participant Low balance/head
Official DOL plan name: Charles Products Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Charles Products Inc. · Maryland · Wholesale Trade
$6M in assets, 210 participants
Charles Products Inc.'s Charles Products Inc. 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 210 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.
- #2,136 in Wholesale Trade (6,080 peers)
Coverage in Maryland
Charles Products Inc. 401(k) Profit Sharing Plan & Trust covers 210 participants in Maryland, about 23% of the average Maryland filer (state average ~929 per filing). Assets: $6M.
- #2,136
- in Wholesale Trade (6,080 peers)
- +6.6%
- assets growth YoY
Charles Products Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers
Charles Products Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,065,226 46th percentile higher than 46% 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
Charles Products Inc. 401(k) Profit Sharing Plan & Trust 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. Charles Products Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (210 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles Products Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $564K in the plan year 2023 filing to $376K in the plan year 2024 filing.
- Charles Products Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 167 in the plan year 2023 filing to 210 in the plan year 2024 filing.
- Charles Products Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 832466543 · Charles Products Inc. PY 2024 · 401(k)
Charles Products Inc. 401(k) Profit Sharing Plan & Trust · $6M · 210 · 46th
- IND $6M
- IND 210
- IND 46th
- IND 401(k)
- IND near Spiegelworld 401(k) Plan
- IND ind #2136
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 Wholesale Trade retirement plans → · Plans in Maryland →
Charles Products Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $376K |
| Employer EIN | 832466543 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles Products Inc.)
Sponsor-wide plan assets over time
All Charles Products Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 18.348736632847313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $5M |
| 2023 | 1 | 167 | $6M |
| 2024 | 1 | 210 | $6M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Charles Products Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Spiegelworld 401(k) Plan in NV ($6M); by covered participants it is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Spiegelworld 401(k) Plan (NV) $6M · 633
- Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees (LA) $6M · 239
- Matt Blatt, Inc. 401(k) Plan (NJ) $6M · 323
- Howell Instruments 401(k) Plan (TX) $6M · 80
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- Impressions Incorporated Profit Sharing and Savings Plan (MN) 210 · 0 off
- Orca Bay Foods, LLC 401(k) Profit Sharing Plan (WA) 210 · 0 off
- Power Advocate, Inc. 401(k) Plan (MA) 210 · 0 off
- Connoisseur Media, LLC 401(k) Plan (CT) 210 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.