Current Snapshot
Latest Year
2024
2024 Participants
3,831
2024 Assets
$33,237,857
2024 Contributions
$9,091,197
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 3,831 | $33,237,857 | $9,091,197 | $2,373iApproximate average salary by contribution assumption: employee only about $59,327 at 4% or $39,551 at 6%; with 50% employer match about $39,551 at 4% or $26,367 at 6%; with 100% employer match about $29,663 at 4% or $19,776 at 6%. |
| CHARTER ONE 401(K) PLAN | - | 3,831 | $33,237,857 | $9,091,197 | $2,373iApproximate average salary by contribution assumption: employee only about $59,327 at 4% or $39,551 at 6%; with 50% employer match about $39,551 at 4% or $26,367 at 6%; with 100% employer match about $29,663 at 4% or $19,776 at 6%. |
| Charter One Health and Welfare Plan | - | 1,503 | - | - | - |
| 2023 | 2 | 3,141 | $23,205,934 | $7,319,258 | $2,330iApproximate average salary by contribution assumption: employee only about $58,256 at 4% or $38,837 at 6%; with 50% employer match about $38,837 at 4% or $25,891 at 6%; with 100% employer match about $29,128 at 4% or $19,419 at 6%. |
| CHARTER ONE 401(K) PLAN | - | 3,141 | $23,205,934 | $7,319,258 | $2,330iApproximate average salary by contribution assumption: employee only about $58,256 at 4% or $38,837 at 6%; with 50% employer match about $38,837 at 4% or $25,891 at 6%; with 100% employer match about $29,128 at 4% or $19,419 at 6%. |
| Charter One Health and Welfare Plan | - | 1,165 | - | - | - |
| 2022 | 2 | 2,366 | $14,913,953 | $5,285,017 | $2,234iApproximate average salary by contribution assumption: employee only about $55,843 at 4% or $37,229 at 6%; with 50% employer match about $37,229 at 4% or $24,819 at 6%; with 100% employer match about $27,922 at 4% or $18,614 at 6%. |
| CHARTER ONE 401(K) PLAN | - | 2,366 | $14,913,953 | $5,285,017 | $2,234iApproximate average salary by contribution assumption: employee only about $55,843 at 4% or $37,229 at 6%; with 50% employer match about $37,229 at 4% or $24,819 at 6%; with 100% employer match about $27,922 at 4% or $18,614 at 6%. |
| Charter One Health and Welfare Plan | - | 926 | - | - | - |
| 2021 | 1 | 1,435 | $10,219,738 | $3,397,275 | $2,367iApproximate average salary by contribution assumption: employee only about $59,186 at 4% or $39,457 at 6%; with 50% employer match about $39,457 at 4% or $26,305 at 6%; with 100% employer match about $29,593 at 4% or $19,729 at 6%. |
| CHARTER ONE 401(K) PLAN | - | 1,435 | $10,219,738 | $3,397,275 | $2,367iApproximate average salary by contribution assumption: employee only about $59,186 at 4% or $39,457 at 6%; with 50% employer match about $39,457 at 4% or $26,305 at 6%; with 100% employer match about $29,593 at 4% or $19,729 at 6%. |
| 2020 | 1 | 1,394 | $9,872,751 | $2,934,690 | $2,105iApproximate average salary by contribution assumption: employee only about $52,631 at 4% or $35,087 at 6%; with 50% employer match about $35,087 at 4% or $23,391 at 6%; with 100% employer match about $26,315 at 4% or $17,544 at 6%. |
| CHARTER ONE 401(K) PLAN | - | 1,394 | $9,872,751 | $2,934,690 | $2,105iApproximate average salary by contribution assumption: employee only about $52,631 at 4% or $35,087 at 6%; with 50% employer match about $35,087 at 4% or $23,391 at 6%; with 100% employer match about $26,315 at 4% or $17,544 at 6%. |
| 2019 | 1 | 1,363 | $5,587,539 | $2,061,890 | $1,513iApproximate average salary by contribution assumption: employee only about $37,819 at 4% or $25,213 at 6%; with 50% employer match about $25,213 at 4% or $16,808 at 6%; with 100% employer match about $18,909 at 4% or $12,606 at 6%. |
| CHARTER ONE 401(K) PLAN | - | 1,363 | $5,587,539 | $2,061,890 | $1,513iApproximate average salary by contribution assumption: employee only about $37,819 at 4% or $25,213 at 6%; with 50% employer match about $25,213 at 4% or $16,808 at 6%; with 100% employer match about $18,909 at 4% or $12,606 at 6%. |
| 2018 | 1 | 1,199 | $3,548,466 | $1,699,536 | $1,417iApproximate average salary by contribution assumption: employee only about $35,437 at 4% or $23,624 at 6%; with 50% employer match about $23,624 at 4% or $15,750 at 6%; with 100% employer match about $17,718 at 4% or $11,812 at 6%. |
| AMERICAN LEADERSHIP ACADEMY 401(K) PLAN | - | 1,199 | $3,548,466 | $1,699,536 | $1,417iApproximate average salary by contribution assumption: employee only about $35,437 at 4% or $23,624 at 6%; with 50% employer match about $23,624 at 4% or $15,750 at 6%; with 100% employer match about $17,718 at 4% or $11,812 at 6%. |