401(k) · DOL Form 5500 · 2022
H. D. Chasen Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: The H. D. Chasen Co., Inc. Profit-Sharing Plan · Sponsored by H. D. Chasen Company, Inc. · Massachusetts · Wholesale Trade
$16M in assets, 11 participants
H. D. Chasen Company, Inc.'s The H. D. Chasen Co., Inc. Profit-Sharing Plan reported $16M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,757 in Wholesale Trade (6,843 peers)
H. D. Chasen Company, Inc. multi-year trail
H. D. Chasen Company, Inc.'s plans moved +21.2% in assets from 2022 to 2024; this filing shows The H. D. Chasen Co., Inc. Profit-Sharing Plan at $16M / 11 participants.
- #4,757
- in Wholesale Trade (6,843 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The H. D. Chasen Co., Inc. Profit-Sharing Plan's outsized position by total assets
The H. D. Chasen Co., Inc. Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,746,676 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The H. D. Chasen Co., Inc. Profit-Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The H. D. Chasen Co., Inc. Profit-Sharing Plan is a small filing (11 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 042509087 · H. D. Chasen Company, Inc. PY 2022 · 401(k)
The H. D. Chasen Co., Inc. Profit-Sharing Plan · $16M · 11 · 73rd
- PHOTO $16M
- IND 11
- EOY 73rd
- 5500 401(k)
- ASSETS near Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan
- PCT ind #4757
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
The H. D. Chasen Co., Inc. Profit-Sharing Plan in the asset neighbourhood
H. D. Chasen Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All H. D. Chasen Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 21.200893445702444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $16M |
| 2023 | 1 | 13 | $17M |
| 2024 | 1 | 12 | $19M |
H. D. Chasen Company, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 042509087 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
The H. D. Chasen Co., Inc. Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan in FL ($16M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan (FL) $16M · 209
- G & M Oil Co., Inc. Retirement Savings Plan (CA) $16M · 875
- Lightspeed Management Company Retirement Plan (CA) $16M · 96
- The Sanson Company Profit Sharing and Retirement Savings Plan (OH) $16M · 179
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Oceanside Car Wash Inc Profit Sharing Plan (CA) 11 · 0 off
- Rhg Profit Sharing Plan (GA) 11 · 0 off
- Thrive Wealth Management, LLC 401(k) Plan (PA) 11 · 0 off
- Tacappel Enterprises Retirement Plan (NE) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.