BenefitPlanPulse / report
Charlotte Mechanical Holding Company: new Other defined contribution plan, 178 participants (Charlotte, NC)
Charlotte Mechanical Holding Company (Charlotte, North Carolina): new Other defined contribution plan, 178 participants (Charlotte, NC). Its participants of 178 is below the median of 294 (29th percentile). Dated 20 days ago, it is in the active follow-up window. Score 85/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 178 · 29th percentile of 126,658 BenefitPlanPulse records · 0.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related NC BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Charlotte Mechanical Holding Company |
| EIN | 470947216 |
| Plan | Charlotte Mechanical Employee Stock Ownership Plan |
| Plan type | Other defined contribution |
| Trigger | New plan (first filing) |
| Participants | 178 |
| Industry | Professional services |
| Location | Charlotte, NC |
| Plan effective | 2024-01-01 |
| Plan year | 2025 |
| Filed | 2026-10-15 |
| participants percentile | 29th of 126,658 (median 294, 0.6x median) |
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| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-15
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Charlotte Mechanical Holding Company and 3,264 North Carolina peers
- North Carolina BenefitPlanPulse records like this one: 3,264
- Charlotte Mechanical Holding Company's participants: 29th percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every North Carolina peer: $652,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
85 / 100 Score
- Filed in the last 30 days.
- New plan: providers and advisers being chosen.
- 178 participants.
What is the BenefitPlanPulse record for Charlotte Mechanical Holding Company in Charlotte, North Carolina?
Charlotte Mechanical Holding Company filed a Form 5500 for its Other defined contribution plan (new plan (first filing)) with 178 participants on 2026-10-15.
How does Charlotte Mechanical Holding Company compare to other North Carolina BenefitPlanPulse records?
Its participants of 178 is below the median (29th percentile); smaller records often move faster and face less competition. It is 20 days old, still within a typical 45-day follow-up window. Its Score of 85/100 puts it among the stronger signals in this feed.
Charlotte Mechanical Holding Company vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Charlotte Mechanical Holding Company | Charlotte, NC | 178 | 29th | 2026-10-15 |
| Goodwill Industries Of Mississippi, INC. | Ridgeland, MS | 162 | 25th | 2026-10-22 |
| Charlie Mike Protective Services LLC | Phoenix, AZ | 154 | 23rd | 2026-10-23 |
| Metal Powder Products, LLC | Fishers, IN | 151 | 22nd | 2026-10-23 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.