ESOP · DOL Form 5500 · 2022

Chmwarnick, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
41
Participants Small participant base
47th
Percentile by assets National rank
$105,139
Avg per participant Below avg balance/head
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Official DOL plan name: Chmwarnick, Inc. Employee Stock Ownership Plan · Sponsored by Chmwarnick, Inc. · Massachusetts · Finance & Insurance

$4M in assets, 41 participants

Chmwarnick, Inc.'s Chmwarnick, Inc. Employee Stock Ownership Plan reported $4M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,042 in Finance & Insurance (9,261 peers)

Chmwarnick, Inc. multi-year trail

Chmwarnick, Inc.'s plans moved -64.5% in assets from 2022 to 2024; this filing shows Chmwarnick, Inc. Employee Stock Ownership Plan at $4M / 41 participants.

#3,042
in Finance & Insurance (9,261 peers)
-$889K
reported net income

The plan reported a net loss of $889K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chmwarnick, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Chmwarnick, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,310,687 47th percentile higher than 47% 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

Chmwarnick, Inc. Employee Stock Ownership 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. Chmwarnick, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

DOL schedule card

Filing strip 473752261 · Chmwarnick, Inc. PY 2022 · ESOP

Chmwarnick, Inc. Employee Stock Ownership Plan · $4M · 41 · 47th

  • RANK $4M
  • RANK 41
  • RANK 47th
  • RANK ESOP
  • RANK near Mgx Holdings, Inc. Employee Stock Ownership Plan
  • RANK ind #3042

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 What is an ESOP? → · Plans in Massachusetts →

Chmwarnick, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Chmwarnick, Inc. Employee Stock Ownership PlanChmwarnick, Inc. Employee St…$4MMgx Holdings, Inc. Employee Stock Ownership PlanMgx Holdings, Inc. Employee …$4MWilhite Electric Company, Inc. Employee Stock Ownership PlanWilhite Electric Company, In…$4MWest Coast Chain Mfg. Co. Employee Stock Ownership PlanWest Coast Chain Mfg. Co. Em…$4MTechnical Assurance Employee Stock Ownership PlanTechnical Assurance Employee…$4M
End-of-year total assets ($M) among Chmwarnick, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Chmwarnick, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chmwarnick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.4578230801726% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $4.31M $1.53M ▼ -64.5%
Year Plans Participants Total Assets
2022 1 41 $4M
2023 1 31 $2M
2024 1 32 $2M

Chmwarnick, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$889K
Net Income-$889K
Employer EIN473752261
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Chmwarnick, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Chmwarnick, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.310687 · Participants: 41Chmwarnick, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Chmwarnick, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Chmwarnick, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Mgx Holdings, Inc. Employee Stock Ownership Plan in MO ($4M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.

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 have Chmwarnick, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Chmwarnick, Inc.'s sponsor-wide assets declined 64.5%, from $4M to $2M.
Which ESOP plans are similar in size to Chmwarnick, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Mgx Holdings, Inc. Employee Stock Ownership Plan in MO ($4M, 22 participants).
Which ESOP plans cover a similar participant headcount to Chmwarnick, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants, $18M in assets).