Civic Intelligence

Chartwell Midwest Wisconsin

Plan context: Chartwell Midwest Wisconsin Retirement Plan

EIN 39-1796267 • Middleton, WI • 31 filings • 2 plans

1345 Deming Way, Suite 100Middleton, WI 53562
Current Snapshot

Latest Year

2024

2024 Participants

265

2024 Assets

$26,769,403

2024 Contributions

$2,864,635

Historical Graphs

Total Assets Over Time

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

$26,769,403$13,384,702$0199920122024YearValue
$26,769,403Latest year 2024

Participants Over Time

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

2811410199920122024YearValue
265Latest 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
20242265$26,769,403$2,864,635$10,810iApproximate average salary by contribution assumption: employee only about $270,249 at 4% or $180,166 at 6%; with 50% employer match about $180,166 at 4% or $120,110 at 6%; with 100% employer match about $135,124 at 4% or $90,083 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-265$26,769,403$2,864,635$10,810iApproximate average salary by contribution assumption: employee only about $270,249 at 4% or $180,166 at 6%; with 50% employer match about $180,166 at 4% or $120,110 at 6%; with 100% employer match about $135,124 at 4% or $90,083 at 6%.
Chartwell Midwest Wisconsin LLC Welfare Benefit Plan-260---
20232273$22,826,104$3,255,729$11,926iApproximate average salary by contribution assumption: employee only about $298,144 at 4% or $198,762 at 6%; with 50% employer match about $198,762 at 4% or $132,508 at 6%; with 100% employer match about $149,072 at 4% or $99,381 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-273$22,826,104$3,255,729$11,926iApproximate average salary by contribution assumption: employee only about $298,144 at 4% or $198,762 at 6%; with 50% employer match about $198,762 at 4% or $132,508 at 6%; with 100% employer match about $149,072 at 4% or $99,381 at 6%.
Chartwell Midwest Wisconsin LLC Welfare Benefit Plan-264---
20222272$17,578,887$2,624,680$9,650iApproximate average salary by contribution assumption: employee only about $241,239 at 4% or $160,826 at 6%; with 50% employer match about $160,826 at 4% or $107,217 at 6%; with 100% employer match about $120,619 at 4% or $80,413 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-272$17,578,887$2,624,680$9,650iApproximate average salary by contribution assumption: employee only about $241,239 at 4% or $160,826 at 6%; with 50% employer match about $160,826 at 4% or $107,217 at 6%; with 100% employer match about $120,619 at 4% or $80,413 at 6%.
Chartwell Midwest Wisconsin LLC Welfare Benefit Plan-268---
20212281$19,111,345$2,571,994$9,153iApproximate average salary by contribution assumption: employee only about $228,825 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,413 at 4% or $76,275 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-281$19,111,345$2,571,994$9,153iApproximate average salary by contribution assumption: employee only about $228,825 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,413 at 4% or $76,275 at 6%.
Chartwell Midwest Wisconsin LLC Welfare Benefit Plan-241---
20202278$15,129,201$2,754,146$9,907iApproximate average salary by contribution assumption: employee only about $247,675 at 4% or $165,117 at 6%; with 50% employer match about $165,117 at 4% or $110,078 at 6%; with 100% employer match about $123,838 at 4% or $82,558 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-278$15,129,201$2,754,146$9,907iApproximate average salary by contribution assumption: employee only about $247,675 at 4% or $165,117 at 6%; with 50% employer match about $165,117 at 4% or $110,078 at 6%; with 100% employer match about $123,838 at 4% or $82,558 at 6%.
Chartwell Midwest Wisconsin LLC Welfare Benefit Plan-273---
20191122$11,783,671$1,022,248$8,379iApproximate average salary by contribution assumption: employee only about $209,477 at 4% or $139,651 at 6%; with 50% employer match about $139,651 at 4% or $93,101 at 6%; with 100% employer match about $104,739 at 4% or $69,826 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-122$11,783,671$1,022,248$8,379iApproximate average salary by contribution assumption: employee only about $209,477 at 4% or $139,651 at 6%; with 50% employer match about $139,651 at 4% or $93,101 at 6%; with 100% employer match about $104,739 at 4% or $69,826 at 6%.
2018188$9,033,049$818,645$9,303iApproximate average salary by contribution assumption: employee only about $232,570 at 4% or $155,046 at 6%; with 50% employer match about $155,046 at 4% or $103,364 at 6%; with 100% employer match about $116,285 at 4% or $77,523 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-88$9,033,049$818,645$9,303iApproximate average salary by contribution assumption: employee only about $232,570 at 4% or $155,046 at 6%; with 50% employer match about $155,046 at 4% or $103,364 at 6%; with 100% employer match about $116,285 at 4% or $77,523 at 6%.
2017177$9,161,270$703,358$9,135iApproximate average salary by contribution assumption: employee only about $228,363 at 4% or $152,242 at 6%; with 50% employer match about $152,242 at 4% or $101,495 at 6%; with 100% employer match about $114,181 at 4% or $76,121 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-77$9,161,270$703,358$9,135iApproximate average salary by contribution assumption: employee only about $228,363 at 4% or $152,242 at 6%; with 50% employer match about $152,242 at 4% or $101,495 at 6%; with 100% employer match about $114,181 at 4% or $76,121 at 6%.
2016171$7,224,941$532,844$7,505iApproximate average salary by contribution assumption: employee only about $187,621 at 4% or $125,081 at 6%; with 50% employer match about $125,081 at 4% or $83,387 at 6%; with 100% employer match about $93,811 at 4% or $62,540 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-71$7,224,941$532,844$7,505iApproximate average salary by contribution assumption: employee only about $187,621 at 4% or $125,081 at 6%; with 50% employer match about $125,081 at 4% or $83,387 at 6%; with 100% employer match about $93,811 at 4% or $62,540 at 6%.
2015168$7,285,390$508,223$7,474iApproximate average salary by contribution assumption: employee only about $186,847 at 4% or $124,564 at 6%; with 50% employer match about $124,564 at 4% or $83,043 at 6%; with 100% employer match about $93,423 at 4% or $62,282 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-68$7,285,390$508,223$7,474iApproximate average salary by contribution assumption: employee only about $186,847 at 4% or $124,564 at 6%; with 50% employer match about $124,564 at 4% or $83,043 at 6%; with 100% employer match about $93,423 at 4% or $62,282 at 6%.
2014169$7,398,661$625,913$9,071iApproximate average salary by contribution assumption: employee only about $226,780 at 4% or $151,187 at 6%; with 50% employer match about $151,187 at 4% or $100,791 at 6%; with 100% employer match about $113,390 at 4% or $75,593 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-69$7,398,661$625,913$9,071iApproximate average salary by contribution assumption: employee only about $226,780 at 4% or $151,187 at 6%; with 50% employer match about $151,187 at 4% or $100,791 at 6%; with 100% employer match about $113,390 at 4% or $75,593 at 6%.
2013169$6,685,517$468,934$6,796iApproximate average salary by contribution assumption: employee only about $169,904 at 4% or $113,269 at 6%; with 50% employer match about $113,269 at 4% or $75,513 at 6%; with 100% employer match about $84,952 at 4% or $56,635 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-69$6,685,517$468,934$6,796iApproximate average salary by contribution assumption: employee only about $169,904 at 4% or $113,269 at 6%; with 50% employer match about $113,269 at 4% or $75,513 at 6%; with 100% employer match about $84,952 at 4% or $56,635 at 6%.
2012168$5,184,724$458,608$6,744iApproximate average salary by contribution assumption: employee only about $168,606 at 4% or $112,404 at 6%; with 50% employer match about $112,404 at 4% or $74,936 at 6%; with 100% employer match about $84,303 at 4% or $56,202 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-68$5,184,724$458,608$6,744iApproximate average salary by contribution assumption: employee only about $168,606 at 4% or $112,404 at 6%; with 50% employer match about $112,404 at 4% or $74,936 at 6%; with 100% employer match about $84,303 at 4% or $56,202 at 6%.
2011168$4,319,669$473,254$6,960iApproximate average salary by contribution assumption: employee only about $173,990 at 4% or $115,994 at 6%; with 50% employer match about $115,994 at 4% or $77,329 at 6%; with 100% employer match about $86,995 at 4% or $57,997 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-68$4,319,669$473,254$6,960iApproximate average salary by contribution assumption: employee only about $173,990 at 4% or $115,994 at 6%; with 50% employer match about $115,994 at 4% or $77,329 at 6%; with 100% employer match about $86,995 at 4% or $57,997 at 6%.
2010170$4,257,034$524,293$7,490iApproximate average salary by contribution assumption: employee only about $187,248 at 4% or $124,832 at 6%; with 50% employer match about $124,832 at 4% or $83,221 at 6%; with 100% employer match about $93,624 at 4% or $62,416 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-70$4,257,034$524,293$7,490iApproximate average salary by contribution assumption: employee only about $187,248 at 4% or $124,832 at 6%; with 50% employer match about $124,832 at 4% or $83,221 at 6%; with 100% employer match about $93,624 at 4% or $62,416 at 6%.
2009169$3,256,271$481,504$6,978iApproximate average salary by contribution assumption: employee only about $174,458 at 4% or $116,305 at 6%; with 50% employer match about $116,305 at 4% or $77,537 at 6%; with 100% employer match about $87,229 at 4% or $58,153 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-69$3,256,271$481,504$6,978iApproximate average salary by contribution assumption: employee only about $174,458 at 4% or $116,305 at 6%; with 50% employer match about $116,305 at 4% or $77,537 at 6%; with 100% employer match about $87,229 at 4% or $58,153 at 6%.
2008174$2,088,604$496,569$6,710iApproximate average salary by contribution assumption: employee only about $167,760 at 4% or $111,840 at 6%; with 50% employer match about $111,840 at 4% or $74,560 at 6%; with 100% employer match about $83,880 at 4% or $55,920 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-74$2,088,604$496,569$6,710iApproximate average salary by contribution assumption: employee only about $167,760 at 4% or $111,840 at 6%; with 50% employer match about $111,840 at 4% or $74,560 at 6%; with 100% employer match about $83,880 at 4% or $55,920 at 6%.
2007165$2,688,983$445,572$6,855iApproximate average salary by contribution assumption: employee only about $171,374 at 4% or $114,249 at 6%; with 50% employer match about $114,249 at 4% or $76,166 at 6%; with 100% employer match about $85,687 at 4% or $57,125 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-65$2,688,983$445,572$6,855iApproximate average salary by contribution assumption: employee only about $171,374 at 4% or $114,249 at 6%; with 50% employer match about $114,249 at 4% or $76,166 at 6%; with 100% employer match about $85,687 at 4% or $57,125 at 6%.
2006177$2,301,496$401,929$5,220iApproximate average salary by contribution assumption: employee only about $130,496 at 4% or $86,998 at 6%; with 50% employer match about $86,998 at 4% or $57,998 at 6%; with 100% employer match about $65,248 at 4% or $43,499 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-77$2,301,496$401,929$5,220iApproximate average salary by contribution assumption: employee only about $130,496 at 4% or $86,998 at 6%; with 50% employer match about $86,998 at 4% or $57,998 at 6%; with 100% employer match about $65,248 at 4% or $43,499 at 6%.
2005169$1,725,161$382,166$5,539iApproximate average salary by contribution assumption: employee only about $138,466 at 4% or $92,311 at 6%; with 50% employer match about $92,311 at 4% or $61,540 at 6%; with 100% employer match about $69,233 at 4% or $46,155 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-69$1,725,161$382,166$5,539iApproximate average salary by contribution assumption: employee only about $138,466 at 4% or $92,311 at 6%; with 50% employer match about $92,311 at 4% or $61,540 at 6%; with 100% employer match about $69,233 at 4% or $46,155 at 6%.
2004165$1,268,738$322,592$4,963iApproximate average salary by contribution assumption: employee only about $124,074 at 4% or $82,716 at 6%; with 50% employer match about $82,716 at 4% or $55,144 at 6%; with 100% employer match about $62,037 at 4% or $41,358 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-65$1,268,738$322,592$4,963iApproximate average salary by contribution assumption: employee only about $124,074 at 4% or $82,716 at 6%; with 50% employer match about $82,716 at 4% or $55,144 at 6%; with 100% employer match about $62,037 at 4% or $41,358 at 6%.
2003160$967,452$277,849$4,631iApproximate average salary by contribution assumption: employee only about $115,770 at 4% or $77,180 at 6%; with 50% employer match about $77,180 at 4% or $51,454 at 6%; with 100% employer match about $57,885 at 4% or $38,590 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-60$967,452$277,849$4,631iApproximate average salary by contribution assumption: employee only about $115,770 at 4% or $77,180 at 6%; with 50% employer match about $77,180 at 4% or $51,454 at 6%; with 100% employer match about $57,885 at 4% or $38,590 at 6%.
2002136$531,821$275,323$7,648iApproximate average salary by contribution assumption: employee only about $191,197 at 4% or $127,464 at 6%; with 50% employer match about $127,464 at 4% or $84,976 at 6%; with 100% employer match about $95,598 at 4% or $63,732 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-36$531,821$275,323$7,648iApproximate average salary by contribution assumption: employee only about $191,197 at 4% or $127,464 at 6%; with 50% employer match about $127,464 at 4% or $84,976 at 6%; with 100% employer match about $95,598 at 4% or $63,732 at 6%.
2001132$0$0-
Chartwell Midwest Wisconsin Retirement Plan-32---
2000128$351,267$144,951$5,177iApproximate average salary by contribution assumption: employee only about $129,421 at 4% or $86,280 at 6%; with 50% employer match about $86,280 at 4% or $57,520 at 6%; with 100% employer match about $64,710 at 4% or $43,140 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-28$351,267$144,951$5,177iApproximate average salary by contribution assumption: employee only about $129,421 at 4% or $86,280 at 6%; with 50% employer match about $86,280 at 4% or $57,520 at 6%; with 100% employer match about $64,710 at 4% or $43,140 at 6%.
1999127$268,436$225,713$8,360iApproximate average salary by contribution assumption: employee only about $208,994 at 4% or $139,329 at 6%; with 50% employer match about $139,329 at 4% or $92,886 at 6%; with 100% employer match about $104,497 at 4% or $69,665 at 6%.
Chartwell Midwest Wisconsin Retirement Plan-27$268,436$225,713$8,360iApproximate average salary by contribution assumption: employee only about $208,994 at 4% or $139,329 at 6%; with 50% employer match about $139,329 at 4% or $92,886 at 6%; with 100% employer match about $104,497 at 4% or $69,665 at 6%.