401(k) · DOL Form 5500 · 2022

Chesapeake Financial Shares, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
234
Participants Below avg headcount
83rd
Percentile by assets National rank
$130,332
Avg per participant Near avg balance/head
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Official DOL plan name: Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan · Sponsored by Chesapeake Financial Shares, Inc. · Virginia · Finance & Insurance

$30M in assets, 234 participants

Chesapeake Financial Shares, Inc.'s Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan reported $30M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,714 in Finance & Insurance (9,261 peers)

Coverage in Virginia

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan covers 234 participants in Virginia, about 30% of the average Virginia filer (state average ~782 per filing). Assets: $30M.

#6,714
in Finance & Insurance (9,261 peers)
-10.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,497,595 Top 17% higher than 83% 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

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (234 participants).

Plan-year Form 5500 strip

Filing strip 541210845 · Chesapeake Financial Shares, Inc. PY 2022 · 401(k)

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan · $30M · 234 · 83rd

  • TYPE $30M
  • NET 234
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan
  • SCH ind #6714

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 Finance & Insurance retirement plans → · Plans in Virginia →

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing PlanChesapeake Financial Shares,…$30MThe Philadelphia Hand Center, P. C. 401(k) Profit Sharing PlanThe Philadelphia Hand Center…$30MUma Education, Inc. 401(k) Retirement PlanUma Education, Inc. 401(k) R…$30MManley Deas & Kochalski LLC 401(k) Profit Sharing PlanManley Deas & Kochalski LLC …$30MMx Technologies, Inc. 401(k) PlanMx Technologies, Inc. 401(k)…$30M
End-of-year total assets ($M) among Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN541210845
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chesapeake Financial Shares, Inc.)

Sponsor-wide plan assets over time

All Chesapeake Financial Shares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 21.430944051686637% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39M $47.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 442 $39M
2023 2 466 $42M
2024 2 504 $47M

Nearby 401(k) Plans in Virginia

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

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.030497595 · Participants: 234Chesapeake Financial Shares, Inc. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan in PA ($30M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.8% during 2022, from $34M to $30M. Reported net income was -$4M.
How have Chesapeake Financial Shares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chesapeake Financial Shares, Inc.'s sponsor-wide assets grew 21.4%, from $39M to $47M.
Where does Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan ranks in the 83rd 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 401(k) plans are similar in size to Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan in PA ($30M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 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 541210845.

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.