How big is Charta Health's plan?

Charta Health's plan reported $647K in assets and 38 participants for 2025.

Original filing (PDF)20260506220106NAL0004321122033

Charta Health

Name: Charta Health — Charta Health 401(k) Plan, Form 5500 (2025)
Creator: Charta Health
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charta Health 401(k) Plan

401(k) retirement plan · Charta Health's Charta Health 401(k) Plan held $647K in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

Plan identifiers

Charta Health's EIN is 93-1423217.

EIN 93-1423217

Plan number 001

Plan year 2025

ACK ID 20260506220106NAL0004321122033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charta Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charta Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTA HEALTH.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score