401(k) · DOL Form 5500 · 2024

Charter Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3,243
Participants Above avg headcount
44th
Percentile by assets National rank
$1,761
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charter Senior Living 401(k) Plan · Sponsored by Charter Senior Living, LLC · Illinois · Healthcare & Social Assistance

$6M in assets, 3,243 participants

Charter Senior Living, LLC's Charter Senior Living 401(k) Plan reported $6M in total assets and 3,243 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,114 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Charter Senior Living 401(k) Plan covers 3,243 participants in Illinois, 4.2x the typical Illinois plan (state average ~779 per filing). Assets: $6M.

#8,114
in Healthcare & Social Assistance (16,916 peers)
+48.4%
assets growth YoY

Charter Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charter Senior Living 401(k) Plan vs every filed plan by assets

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

$5,710,313 44th percentile higher than 44% 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 Senior Living 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Senior Living 401(k) Plan lands in the large band (3,243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Senior Living 401(k) Plan reported participants rose from 2,052 in the plan year 2023 filing to 3,243 in the plan year 2024 filing.
  • Charter Senior Living 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Charter Senior Living 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811955685 · Charter Senior Living, LLC PY 2024 · 401(k)

Charter Senior Living 401(k) Plan · $6M · 3,243 · 44th

  • EBSA $6M
  • PART 3,243
  • TYPE 44th
  • NET 401(k)
  • BOOK near Newport Hotel Group, LLC 401(k) Plan
  • VS-ST ind #8114

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 Illinois →

Charter Senior Living 401(k) Plan in the asset neighbourhood

Charter Senior Living 401(k) PlanCharter Senior Living 401(k)…$6MNewport Hotel Group, LLC 401(k) PlanNewport Hotel Group, LLC 401…$6MRoslinct US Holdings LLC$6MGlendale Country Club 401(k) Thrift & Savings PlanGlendale Country Club 401(k)…$6MPpfa Retirement Plan$6M
End-of-year total assets ($M) among Charter Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN811955685
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Senior Living, LLC)

Sponsor-wide plan assets over time

All Charter Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 136.24410663251035% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.42M $5.71M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 1,716 $2M
2023 1 2,052 $4M
2024 1 3,243 $6M

Nearby 401(k) Plans in Illinois

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

Charter Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Charter Senior Living 401(k) Plan, Total assets ($B): 0.005710313 · Participants: 3243Charter Senior Living 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Charter Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charter Senior Living 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Newport Hotel Group, LLC 401(k) Plan in RI ($6M); by covered participants it is F5, Inc. 401(k) Profit Sharing Plan and Trust in WA (3,243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,243 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 Senior Living 401(k) Plan assets move in 2024? ▼
Charter Senior Living 401(k) Plan surged - up 48.4% during 2024, from $4M to $6M. Reported net income was $2M.
How have Charter Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Senior Living, LLC's sponsor-wide assets grew 136.2%, from $2M to $6M.
Which 401(k) plans are similar in size to Charter Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newport Hotel Group, LLC 401(k) Plan in RI ($6M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Charter Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F5, Inc. 401(k) Profit Sharing Plan and Trust in WA (3,243 participants, $1.1B 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 811955685.

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.