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
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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

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

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

The H. D. Chasen Co., Inc. Profit-Sharing PlanThe H. D. Chasen Co., Inc. P…$16MCoastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing PlanCoastal Orthopedics & Sports…$16MG & M Oil Co., Inc. Retirement Savings PlanG & M Oil Co., Inc. Retireme…$16MLightspeed Management Company Retirement PlanLightspeed Management Compan…$16MThe Sanson Company Profit Sharing and Retirement Savings PlanThe Sanson Company Profit Sh…$16M
End-of-year total assets ($M) among The H. D. Chasen Co., Inc. Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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
$14M$16M$18M$20M 202220232024 $15.8M $19.1M ▲ +21.2%
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 EIN042509087
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The H. D. Chasen Co., Inc. Profit-Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The H. D. Chasen Co., Inc. Profit-Sharing Plan, Total assets ($B): 0.015746676 · Participants: 11The H. D. Chasen Co., Inc. Profit-Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The H. D. Chasen Co., Inc. Profit-Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 The H. D. Chasen Co., Inc. Profit-Sharing Plan assets move in 2022?
The H. D. Chasen Co., Inc. Profit-Sharing Plan pulled back noticeably - down 12.2% during 2022, from $18M to $16M. Reported net income was -$2M.
How have H. D. Chasen Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), H. D. Chasen Company, Inc.'s sponsor-wide assets grew 21.2%, from $16M to $19M.
Which 401(k) plans are similar in size to The H. D. Chasen Co., Inc. Profit-Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan in FL ($16M, 209 participants).
Which 401(k) plans cover a similar participant headcount to The H. D. Chasen Co., Inc. Profit-Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).