401(k) · DOL Form 5500 · 2022

L.J. Thalmann Co. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
262
Participants Below avg headcount
65th
Percentile by assets National rank
$38,773
Avg per participant Low balance/head
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Official DOL plan name: Chalet Employees' Retirement Savings Plan · Sponsored by L.J. Thalmann Co. · Illinois · Retail Trade

$10M in assets, 262 participants

L.J. Thalmann Co.'s Chalet Employees' Retirement Savings Plan reported $10M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #7,227 in Retail Trade (9,519 peers)

Coverage in Illinois

Chalet Employees' Retirement Savings Plan covers 262 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#7,227
in Retail Trade (9,519 peers)
-18.5%
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.

Chalet Employees' Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Chalet Employees' Retirement Savings Plan vs every filed plan by assets

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

$10,158,417 Top 35% higher than 65% 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

Chalet Employees' Retirement Savings 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. Chalet Employees' Retirement Savings Plan sits mid-pack in the medium band (262 participants).

DOL schedule card

Filing strip 362307723 · L.J. Thalmann Co. PY 2022 · 401(k)

Chalet Employees' Retirement Savings Plan · $10M · 262 · 65th

  • BOY $10M
  • BOY 262
  • BOY 65th
  • BOY 401(k)
  • BOY near Bibliotheca, LLC 401(k) Plan
  • BOY ind #7227

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 Retail Trade retirement plans → · Plans in Illinois →

Chalet Employees' Retirement Savings Plan in the asset neighbourhood

Chalet Employees' Retirement Savings PlanChalet Employees' Retirement…$10MBibliotheca, LLC 401(k) Plan$10MEst, Inc. 401(k) Plan$10MOdawa Casino Resort 401(k)PlanOdawa Casino Resort 401(k)Pl…$10MAero Air, LLC 401(k) Profit Sharing Plan and TrustAero Air, LLC 401(k) Profit …$10M
End-of-year total assets ($M) among Chalet Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN362307723
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.J. Thalmann Co.)

Sponsor-wide plan assets over time

All L.J. Thalmann Co. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.911212741119014% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.2M $11.6M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 262 $10M
2023 1 197 $11M
2024 1 148 $12M

Nearby 401(k) Plans in Illinois

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

Chalet Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Chalet Employees' Retirement Savings Plan, Total assets ($B): 0.010158417 · Participants: 262Chalet Employees' Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Chalet Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chalet Employees' Retirement Savings Plan side-by-side with 3 peers →

Chalet Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bibliotheca, LLC 401(k) Plan in GA ($10M); by covered participants it is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Chalet Employees' Retirement Savings Plan assets move in 2022? ▼
Chalet Employees' Retirement Savings Plan declined sharply - down 18.5% during 2022, from $12M to $10M. Reported net income was -$2M.
How have L.J. Thalmann Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.J. Thalmann Co.'s sponsor-wide assets grew 13.9%, from $10M to $12M.
Which 401(k) plans are similar in size to Chalet Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bibliotheca, LLC 401(k) Plan in GA ($10M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Chalet Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 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 362307723.

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.