Civic Intelligence

Charter Management Company

Plan context: Charter Management Company Inc. 401(K) & Ps Plan

EIN 04-3104313 • Boston, MA • 23 filings • 2 plans

25 New Chardon St.6th FloorBoston, MA 02114
Current Snapshot

Latest Year

2024

2024 Participants

76

2024 Assets

$53,075,925

2024 Contributions

$2,477,497

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$53,075,925$26,537,963$0200220132024YearValue
$53,075,925Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

76380200220132024YearValue
76Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024176$53,075,925$2,477,497$32,599iApproximate average salary by contribution assumption: employee only about $814,966 at 4% or $543,311 at 6%; with 50% employer match about $543,311 at 4% or $362,207 at 6%; with 100% employer match about $407,483 at 4% or $271,655 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-76$53,075,925$2,477,497$32,599iApproximate average salary by contribution assumption: employee only about $814,966 at 4% or $543,311 at 6%; with 50% employer match about $543,311 at 4% or $362,207 at 6%; with 100% employer match about $407,483 at 4% or $271,655 at 6%.
2023166$47,191,872$2,373,155$35,957iApproximate average salary by contribution assumption: employee only about $898,922 at 4% or $599,282 at 6%; with 50% employer match about $599,282 at 4% or $399,521 at 6%; with 100% employer match about $449,461 at 4% or $299,641 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-66$47,191,872$2,373,155$35,957iApproximate average salary by contribution assumption: employee only about $898,922 at 4% or $599,282 at 6%; with 50% employer match about $599,282 at 4% or $399,521 at 6%; with 100% employer match about $449,461 at 4% or $299,641 at 6%.
2022168$39,022,605$2,425,509$35,669iApproximate average salary by contribution assumption: employee only about $891,731 at 4% or $594,488 at 6%; with 50% employer match about $594,488 at 4% or $396,325 at 6%; with 100% employer match about $445,866 at 4% or $297,244 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-68$39,022,605$2,425,509$35,669iApproximate average salary by contribution assumption: employee only about $891,731 at 4% or $594,488 at 6%; with 50% employer match about $594,488 at 4% or $396,325 at 6%; with 100% employer match about $445,866 at 4% or $297,244 at 6%.
2021167$45,593,280$1,921,713$28,682iApproximate average salary by contribution assumption: employee only about $717,057 at 4% or $478,038 at 6%; with 50% employer match about $478,038 at 4% or $318,692 at 6%; with 100% employer match about $358,529 at 4% or $239,019 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-67$45,593,280$1,921,713$28,682iApproximate average salary by contribution assumption: employee only about $717,057 at 4% or $478,038 at 6%; with 50% employer match about $478,038 at 4% or $318,692 at 6%; with 100% employer match about $358,529 at 4% or $239,019 at 6%.
2020173$40,178,862$1,904,841$26,094iApproximate average salary by contribution assumption: employee only about $652,343 at 4% or $434,895 at 6%; with 50% employer match about $434,895 at 4% or $289,930 at 6%; with 100% employer match about $326,171 at 4% or $217,448 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-73$40,178,862$1,904,841$26,094iApproximate average salary by contribution assumption: employee only about $652,343 at 4% or $434,895 at 6%; with 50% employer match about $434,895 at 4% or $289,930 at 6%; with 100% employer match about $326,171 at 4% or $217,448 at 6%.
2019169$33,594,861$1,786,698$25,894iApproximate average salary by contribution assumption: employee only about $647,354 at 4% or $431,570 at 6%; with 50% employer match about $431,570 at 4% or $287,713 at 6%; with 100% employer match about $323,677 at 4% or $215,785 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-69$33,594,861$1,786,698$25,894iApproximate average salary by contribution assumption: employee only about $647,354 at 4% or $431,570 at 6%; with 50% employer match about $431,570 at 4% or $287,713 at 6%; with 100% employer match about $323,677 at 4% or $215,785 at 6%.
2018173$25,899,977$1,830,410$25,074iApproximate average salary by contribution assumption: employee only about $626,853 at 4% or $417,902 at 6%; with 50% employer match about $417,902 at 4% or $278,601 at 6%; with 100% employer match about $313,426 at 4% or $208,951 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-73$25,899,977$1,830,410$25,074iApproximate average salary by contribution assumption: employee only about $626,853 at 4% or $417,902 at 6%; with 50% employer match about $417,902 at 4% or $278,601 at 6%; with 100% employer match about $313,426 at 4% or $208,951 at 6%.
2017171$28,206,295$1,597,418$22,499iApproximate average salary by contribution assumption: employee only about $562,471 at 4% or $374,981 at 6%; with 50% employer match about $374,981 at 4% or $249,987 at 6%; with 100% employer match about $281,236 at 4% or $187,490 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-71$28,206,295$1,597,418$22,499iApproximate average salary by contribution assumption: employee only about $562,471 at 4% or $374,981 at 6%; with 50% employer match about $374,981 at 4% or $249,987 at 6%; with 100% employer match about $281,236 at 4% or $187,490 at 6%.
2016171$24,126,136$1,825,330$25,709iApproximate average salary by contribution assumption: employee only about $642,722 at 4% or $428,481 at 6%; with 50% employer match about $428,481 at 4% or $285,654 at 6%; with 100% employer match about $321,361 at 4% or $214,241 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-71$24,126,136$1,825,330$25,709iApproximate average salary by contribution assumption: employee only about $642,722 at 4% or $428,481 at 6%; with 50% employer match about $428,481 at 4% or $285,654 at 6%; with 100% employer match about $321,361 at 4% or $214,241 at 6%.
2015172$21,397,956$1,418,457$19,701iApproximate average salary by contribution assumption: employee only about $492,520 at 4% or $328,347 at 6%; with 50% employer match about $328,347 at 4% or $218,898 at 6%; with 100% employer match about $246,260 at 4% or $164,173 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-72$21,397,956$1,418,457$19,701iApproximate average salary by contribution assumption: employee only about $492,520 at 4% or $328,347 at 6%; with 50% employer match about $328,347 at 4% or $218,898 at 6%; with 100% employer match about $246,260 at 4% or $164,173 at 6%.
2014176$20,703,259$1,328,333$17,478iApproximate average salary by contribution assumption: employee only about $436,952 at 4% or $291,301 at 6%; with 50% employer match about $291,301 at 4% or $194,201 at 6%; with 100% employer match about $218,476 at 4% or $145,651 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-76$20,703,259$1,328,333$17,478iApproximate average salary by contribution assumption: employee only about $436,952 at 4% or $291,301 at 6%; with 50% employer match about $291,301 at 4% or $194,201 at 6%; with 100% employer match about $218,476 at 4% or $145,651 at 6%.
2013169$19,560,558$1,200,988$17,406iApproximate average salary by contribution assumption: employee only about $435,141 at 4% or $290,094 at 6%; with 50% employer match about $290,094 at 4% or $193,396 at 6%; with 100% employer match about $217,570 at 4% or $145,047 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-69$19,560,558$1,200,988$17,406iApproximate average salary by contribution assumption: employee only about $435,141 at 4% or $290,094 at 6%; with 50% employer match about $290,094 at 4% or $193,396 at 6%; with 100% employer match about $217,570 at 4% or $145,047 at 6%.
2012167$15,702,480$1,195,172$17,838iApproximate average salary by contribution assumption: employee only about $445,960 at 4% or $297,306 at 6%; with 50% employer match about $297,306 at 4% or $198,204 at 6%; with 100% employer match about $222,980 at 4% or $148,653 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-67$15,702,480$1,195,172$17,838iApproximate average salary by contribution assumption: employee only about $445,960 at 4% or $297,306 at 6%; with 50% employer match about $297,306 at 4% or $198,204 at 6%; with 100% employer match about $222,980 at 4% or $148,653 at 6%.
2011169$12,912,058$1,163,257$16,859iApproximate average salary by contribution assumption: employee only about $421,470 at 4% or $280,980 at 6%; with 50% employer match about $280,980 at 4% or $187,320 at 6%; with 100% employer match about $210,735 at 4% or $140,490 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-69$12,912,058$1,163,257$16,859iApproximate average salary by contribution assumption: employee only about $421,470 at 4% or $280,980 at 6%; with 50% employer match about $280,980 at 4% or $187,320 at 6%; with 100% employer match about $210,735 at 4% or $140,490 at 6%.
2010170$12,442,791$1,242,108$17,744iApproximate average salary by contribution assumption: employee only about $443,610 at 4% or $295,740 at 6%; with 50% employer match about $295,740 at 4% or $197,160 at 6%; with 100% employer match about $221,805 at 4% or $147,870 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-70$12,442,791$1,242,108$17,744iApproximate average salary by contribution assumption: employee only about $443,610 at 4% or $295,740 at 6%; with 50% employer match about $295,740 at 4% or $197,160 at 6%; with 100% employer match about $221,805 at 4% or $147,870 at 6%.
2009165$9,739,196$1,110,692$17,088iApproximate average salary by contribution assumption: employee only about $427,189 at 4% or $284,793 at 6%; with 50% employer match about $284,793 at 4% or $189,862 at 6%; with 100% employer match about $213,595 at 4% or $142,396 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-65$9,739,196$1,110,692$17,088iApproximate average salary by contribution assumption: employee only about $427,189 at 4% or $284,793 at 6%; with 50% employer match about $284,793 at 4% or $189,862 at 6%; with 100% employer match about $213,595 at 4% or $142,396 at 6%.
2008164$6,590,533$1,110,390$17,350iApproximate average salary by contribution assumption: employee only about $433,746 at 4% or $289,164 at 6%; with 50% employer match about $289,164 at 4% or $192,776 at 6%; with 100% employer match about $216,873 at 4% or $144,582 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-64$6,590,533$1,110,390$17,350iApproximate average salary by contribution assumption: employee only about $433,746 at 4% or $289,164 at 6%; with 50% employer match about $289,164 at 4% or $192,776 at 6%; with 100% employer match about $216,873 at 4% or $144,582 at 6%.
2007169$9,165,867$1,185,129$17,176iApproximate average salary by contribution assumption: employee only about $429,395 at 4% or $286,263 at 6%; with 50% employer match about $286,263 at 4% or $190,842 at 6%; with 100% employer match about $214,697 at 4% or $143,132 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-69$9,165,867$1,185,129$17,176iApproximate average salary by contribution assumption: employee only about $429,395 at 4% or $286,263 at 6%; with 50% employer match about $286,263 at 4% or $190,842 at 6%; with 100% employer match about $214,697 at 4% or $143,132 at 6%.
2006167$7,308,272$1,184,908$17,685iApproximate average salary by contribution assumption: employee only about $442,130 at 4% or $294,753 at 6%; with 50% employer match about $294,753 at 4% or $196,502 at 6%; with 100% employer match about $221,065 at 4% or $147,377 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-67$7,308,272$1,184,908$17,685iApproximate average salary by contribution assumption: employee only about $442,130 at 4% or $294,753 at 6%; with 50% employer match about $294,753 at 4% or $196,502 at 6%; with 100% employer match about $221,065 at 4% or $147,377 at 6%.
2005167$5,664,733$971,398$14,498iApproximate average salary by contribution assumption: employee only about $362,462 at 4% or $241,641 at 6%; with 50% employer match about $241,641 at 4% or $161,094 at 6%; with 100% employer match about $181,231 at 4% or $120,821 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-67$5,664,733$971,398$14,498iApproximate average salary by contribution assumption: employee only about $362,462 at 4% or $241,641 at 6%; with 50% employer match about $241,641 at 4% or $161,094 at 6%; with 100% employer match about $181,231 at 4% or $120,821 at 6%.
2004164$4,557,426$789,109$12,330iApproximate average salary by contribution assumption: employee only about $308,246 at 4% or $205,497 at 6%; with 50% employer match about $205,497 at 4% or $136,998 at 6%; with 100% employer match about $154,123 at 4% or $102,749 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-64$4,557,426$789,109$12,330iApproximate average salary by contribution assumption: employee only about $308,246 at 4% or $205,497 at 6%; with 50% employer match about $205,497 at 4% or $136,998 at 6%; with 100% employer match about $154,123 at 4% or $102,749 at 6%.
2003161$3,520,721$674,690$11,060iApproximate average salary by contribution assumption: employee only about $276,512 at 4% or $184,342 at 6%; with 50% employer match about $184,342 at 4% or $122,894 at 6%; with 100% employer match about $138,256 at 4% or $92,171 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-61$3,520,721$674,690$11,060iApproximate average salary by contribution assumption: employee only about $276,512 at 4% or $184,342 at 6%; with 50% employer match about $184,342 at 4% or $122,894 at 6%; with 100% employer match about $138,256 at 4% or $92,171 at 6%.
2002154$2,227,993$657,574$12,177iApproximate average salary by contribution assumption: employee only about $304,432 at 4% or $202,955 at 6%; with 50% employer match about $202,955 at 4% or $135,303 at 6%; with 100% employer match about $152,216 at 4% or $101,477 at 6%.
Charter Management Company Inc. 401(K) & Ps Plan-54$2,227,993$657,574$12,177iApproximate average salary by contribution assumption: employee only about $304,432 at 4% or $202,955 at 6%; with 50% employer match about $202,955 at 4% or $135,303 at 6%; with 100% employer match about $152,216 at 4% or $101,477 at 6%.