401(k) · DOL Form 5500 · 2024

Charter One, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
3,141
Participants Above avg headcount
79th
Percentile by assets National rank
$10,582
Avg per participant Low balance/head
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Official DOL plan name: Charter One 401(k) Plan · Sponsored by Charter One, LLC · Arizona · Educational Services

$33M in assets, 3,141 participants

Charter One, LLC's Charter One 401(k) Plan reported $33M in total assets and 3,141 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,326 in Educational Services (3,638 peers)

Coverage in Arizona

Charter One 401(k) Plan covers 3,141 participants in Arizona, 5.6x the typical Arizona plan (state average ~564 per filing). Assets: $33M.

#2,326
in Educational Services (3,638 peers)
+43.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Charter One 401(k) Plan's outsized position by total assets

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

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

$33,237,857 Top 21% higher than 79% 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 One 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 One 401(k) Plan lands in the large band (3,141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter One 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Charter One 401(k) Plan reported participants rose from 2,366 in the plan year 2023 filing to 3,141 in the plan year 2024 filing.
  • Charter One 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823735558 · Charter One, LLC PY 2024 · 401(k)

Charter One 401(k) Plan · $33M · 3,141 · 79th

  • VS-ST $33M
  • VS-ST 3,141
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Illco Employees' 401(k) and Profit Sharing Plan
  • VS-ST ind #2326

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 Educational Services retirement plans → · Plans in Arizona →

Charter One 401(k) Plan in the asset neighbourhood

Charter One 401(k) Plan$33MIllco Employees' 401(k) and Profit Sharing PlanIllco Employees' 401(k) and …$33MAcp Creativit, LLC 401(k) PlanAcp Creativit, LLC 401(k) Pl…$33MEuclid Insurance Services, Inc. 401(k) PlanEuclid Insurance Services, I…$33MBuffini & Company 401(k) Profit Sharing PlanBuffini & Company 401(k) Pro…$33M
End-of-year total assets ($M) among Charter One 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$33M
Net Income$10M
Employer EIN823735558
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter One, LLC)

Sponsor-wide plan assets over time

All Charter One, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 122.86416619389911% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $14.9M $33.2M ▲ +122.9%
Year Plans Participants Total Assets
2022 1 1,435 $15M
2023 1 2,366 $23M
2024 1 3,141 $33M

Nearby 401(k) Plans in Arizona

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

Charter One 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -202468 Total assets ($B) Participants Charter One 401(k) Plan, Total assets ($B): 0.033237857 · Participants: 3141Charter One 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
Charter One 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Charter One 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Illco Employees' 401(k) and Profit Sharing Plan in IL ($33M); by covered participants it is The Savings Plan for Graham Holdings Company in VA (3,141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,141 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 One 401(k) Plan assets move in 2024? ▼
Charter One 401(k) Plan surged - up 43.2% during 2024, from $23M to $33M. Reported net income was $10M.
How have Charter One, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter One, LLC's sponsor-wide assets grew 122.9%, from $15M to $33M.
Where does Charter One 401(k) Plan rank by assets among Form 5500 filers? ▼
Charter One 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charter One 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illco Employees' 401(k) and Profit Sharing Plan in IL ($33M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Charter One 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Savings Plan for Graham Holdings Company in VA (3,141 participants, $537M 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 823735558.

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.