ESOP · DOL Form 5500 · 2022

D.F. Chase, Inc., Dba Chase Construction Group ESOP

Data updated 2026-08-11

$45M
Total assets
69
Participants
87th
Percentile by assets
$653,101
Avg per participant
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Official DOL plan name: The Chase Construction Group Employee Stock Ownership Plan · Sponsored by D.F. Chase, Inc., Dba Chase Construction Group · Tennessee · Construction

$45M in assets, 69 participants

D.F. Chase, Inc., Dba Chase Construction Group's The Chase Construction Group Employee Stock Ownership Plan reported $45M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 87th percentile by assets (of 139,126 plans)
  • #8,481 in Construction (9,927 peers)

Where The Chase Construction Group Employee Stock Ownership Plan sits by assets

The Chase Construction Group Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $45M for 69 participants (~$653,101/participant), up 503.9% in 2022.

$45M
total plan assets (2022 EOY)
69
covered participants
87th
percentile by assets (of 139,126 plans)
$653,101
avg assets per participant

Where The Chase Construction Group Employee Stock Ownership Plan sits by total assets

The Chase Construction Group Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,063,954 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Industry

The Chase Construction Group Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, The Chase Construction Group Employee Stock Ownership Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$35M
Net Income$28M
Employer EIN621298273
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.F. Chase, Inc., Dba Chase Construction Group)

$20M$40M$60M$80M$100M$120M 202220232024 $45.1M $101M ▲ +124.8%
Total plan assets by year, all D.F. Chase, Inc., Dba Chase Construction Group plans on file
Year Plans Participants Total Assets
2022 1 69 $45M
2023 1 70 $66M
2024 2 144 $101M

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Chase Construction Group Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

The Chase Construction Group Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0100200300400500 Total assets ($M) Participants The Chase Constructi…Barr Brands Internat…Zander Group Holding…3ls, Inc. Employee S…Paladin Capital, Inc…Churchill Holdings, …
The Chase Construction Group Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Chase Construction Group Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Chase Construction Group Employee Stock Ownership Plan assets move in 2022?
The Chase Construction Group Employee Stock Ownership Plan surged - up 503.9% during 2022, from $7M to $45M. Reported net income was $28M.
How have D.F. Chase, Inc., Dba Chase Construction Group plan assets changed over time?
Across 3 plan years on file (2022-2024), D.F. Chase, Inc., Dba Chase Construction Group's sponsor-wide assets grew 124.8%, from $45M to $101M.
Where does The Chase Construction Group Employee Stock Ownership Plan rank by assets among Form 5500 filers?
The Chase Construction Group Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Chase Construction Group Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan in LA ($45M, 141 participants).

Next read for The Chase Construction Group Employee St…

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Ways to act on The Chase Construction Group Employee Stock Ownership Plan's numbers.

  • By total assets, The Chase Construction Group Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
  • D.F. Chase, Inc., Dba Chase Construction Group's sponsor-wide assets have grown 124.8% since 2022 across 3 plan years on file. More Construction plans