Profit Sharing · DOL Form 5500 · 2022

Chicago Strategy Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$476,588
Avg per participant High balance/head
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Official DOL plan name: Chicago Strategy Associates, Inc.-Profit Sharing Plan · Sponsored by Chicago Strategy Associates, Inc. · Texas · Professional & Technical Services

$1M in assets, 3 participants

Chicago Strategy Associates, Inc.'s Chicago Strategy Associates, Inc.-Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,473 in Professional & Technical Services (21,562 peers)

Chicago Strategy Associates, Inc. multi-year trail

Chicago Strategy Associates, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Chicago Strategy Associates, Inc.-Profit Sharing Plan at $1M / 3 participants.

#5,473
in Professional & Technical Services (21,562 peers)
-22.6%
assets change YoY

The plan reported a net loss of $418K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chicago Strategy Associates, Inc.-Profit Sharing Plan among the smaller filed plans by assets

Chicago Strategy Associates, Inc.-Profit Sharing Plan vs every filed plan by assets

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

$1,429,764 29th percentile higher than 29% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Chicago Strategy Associates, Inc.-Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago Strategy Associates, Inc.-Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 363818387 · Chicago Strategy Associates, Inc. PY 2022 · Profit Sharing

Chicago Strategy Associates, Inc.-Profit Sharing Plan · $1M · 3 · 29th

  • NET $1M
  • NET 3
  • NET 29th
  • NET Profit Sharing
  • NET near Sunset Farms & Event Center, Inc. Retirement Plan
  • NET ind #5473

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →

Chicago Strategy Associates, Inc.-Profit Sharing Plan in the asset neighbourhood

Chicago Strategy Associates, Inc.-Profit Sharing PlanChicago Strategy Associates,…$1MSunset Farms & Event Center, Inc. Retirement PlanSunset Farms & Event Center,…$1MCedar Island Marina, Inc. 401(k) PlanCedar Island Marina, Inc. 40…$1MDenis Astarita M.D. Retirement PlanDenis Astarita M.D. Retireme…$1MNext Chapter, Inc. Retirement PlanNext Chapter, Inc. Retiremen…$1M
End-of-year total assets ($M) among Chicago Strategy Associates, Inc.-Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Chicago Strategy Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chicago Strategy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.95119764876541% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.83M ▲ +45.1%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $3M
2024 2 6 $4M

Chicago Strategy Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$418K
Employer EIN363818387
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Chicago Strategy Associates, Inc.-Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Chicago Strategy Associates, Inc.-Profit Sharing Plan, Total assets ($B): 0.001429764 · Participants: 3Chicago Strategy Associates, Inc.-Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Chicago Strategy Associates, Inc.-Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Chicago Strategy Associates, Inc.-Profit Sharing Plan side-by-side with 3 peers →

Chicago Strategy Associates, Inc.-Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Sunset Farms & Event Center, Inc. Retirement Plan in ID ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chicago Strategy Associates, Inc.-Profit Sharing Plan assets move in 2022? ▼
Chicago Strategy Associates, Inc.-Profit Sharing Plan declined sharply - down 22.6% during 2022, from $2M to $1M. Reported net income was -$418K.
How have Chicago Strategy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Strategy Associates, Inc.'s sponsor-wide assets grew 45.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Chicago Strategy Associates, Inc.-Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sunset Farms & Event Center, Inc. Retirement Plan in ID ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Chicago Strategy Associates, Inc.-Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363818387.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.