401(k) · DOL Form 5500 · 2024

Charles Ann Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$602,979
Avg per participant High balance/head
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Official DOL plan name: Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Charles Ann Enterprises, Inc. · Tennessee · Real Estate

$1M in assets, 2 participants

Charles Ann Enterprises, Inc.'s Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,931 in Real Estate (4,605 peers)

Charles Ann Enterprises, Inc. multi-year trail

Charles Ann Enterprises, Inc.'s plans moved -22.9% in assets from 2022 to 2024; this filing shows Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan at $1M / 2 participants.

#1,931
in Real Estate (4,605 peers)
-7.8%
assets change YoY

The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,205,958 25th percentile higher than 25% 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

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$256K in the plan year 2023 filing to -$102K in the plan year 2024 filing.
  • Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 825093138 · Charles Ann Enterprises, Inc. PY 2024 · 401(k)

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan · $1M · 2 · 25th

  • 5500 $1M
  • ASSETS 2
  • PCT 25th
  • EIN 401(k)
  • RANK near Market Street Talent Employee Stock Ownership 401(k) Plan
  • PHOTO ind #1931

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 Real Estate retirement plans → · Plans in Tennessee →

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Charles Ann Enterprises, Inc. 401(k) Profit Sharing PlanCharles Ann Enterprises, Inc…$1MMarket Street Talent Employee Stock Ownership 401(k) PlanMarket Street Talent Employe…$1MEl Fuego Profit Sharing Plan$1MA.D.a. Enterprises 401(k) PlanA.D.a. Enterprises 401(k) Pl…$1MM & K Ventures, Inc. 401(k) PlanM & K Ventures, Inc. 401(k) …$1M
End-of-year total assets ($M) among Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Charles Ann Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charles Ann Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.892760298746612% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.56M $1.21M ▼ -22.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 2 $1M
2024 1 2 $1M

Charles Ann Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$102K
Employer EIN825093138
Plan Effective Date2018-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001205958 · Participants: 2Charles Ann Enterprises, Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Market Street Talent Employee Stock Ownership 401(k) Plan in NH ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 7.8% during 2024, from $1M to $1M. Reported net income was -$102K.
How have Charles Ann Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Ann Enterprises, Inc.'s sponsor-wide assets declined 22.9%, from $2M to $1M.
Where does Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Market Street Talent Employee Stock Ownership 401(k) Plan in NH ($1M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Charles Ann Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 825093138.

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.