401(k) · DOL Form 5500 · 2023

Charter Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2,052
Participants Near avg headcount
40th
Percentile by assets National rank
$1,875
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

$4M in assets, 2,052 participants

Charter Senior Living, LLC's Charter Senior Living 401(k) Plan reported $4M in total assets and 2,052 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,420 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Charter Senior Living 401(k) Plan covers 2,052 participants in Illinois, 2.6x the typical Illinois plan (state average ~779 per filing). Assets: $4M.

#7,420
in Healthcare & Social Assistance (17,684 peers)
+59.2%
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 2023 · DOL Form 5500

$3,848,210 40th percentile higher than 40% of 127,068 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 2023

Charter Senior Living 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (2,052 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Senior Living 401(k) Plan reported net income rose from $864K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Charter Senior Living 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Charter Senior Living 401(k) Plan reported participants rose from 1,716 in the plan year 2022 filing to 2,052 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 811955685 · Charter Senior Living, LLC PY 2023 · 401(k)

Charter Senior Living 401(k) Plan · $4M · 2,052 · 40th

  • PART $4M
  • PART 2,052
  • PART 40th
  • PART 401(k)
  • PART near Buckeye State Bank 401(k) Employee Stock Ownership Plan
  • PART ind #7420

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)…$4MBuckeye State Bank 401(k) Employee Stock Ownership PlanBuckeye State Bank 401(k) Em…$4MFlegler Investment Co. Dba Amsco Supply Savings PlanFlegler Investment Co. Dba A…$4MFagioli Psc USA Inc 401(k) PlanFagioli Psc USA Inc 401(k) P…$4MChampion Companies of Wisconsin, Inc. 401(k) Savings PlanChampion Companies of Wiscon…$4M
End-of-year total assets ($M) among Charter Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
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 -505101520 Total assets ($B) Participants Charter Senior Living 401(k) Plan, Total assets ($B): 0.00384821 · Participants: 2052Charter Senior Living 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens 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 Buckeye State Bank 401(k) Employee Stock Ownership Plan in OH ($4M); by covered participants it is Kci Technologies, Inc 401(k) Plan in MD (2,052 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,052 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Charter Senior Living 401(k) Plan surged - up 59.2% during 2023, from $2M to $4M. Reported net income was $1M.
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 Buckeye State Bank 401(k) Employee Stock Ownership Plan in OH ($4M, 46 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 Kci Technologies, Inc 401(k) Plan in MD (2,052 participants, $219M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.