401(k) · DOL Form 5500 · 2022

Chambers & Owen, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
105
Participants Small participant base
61st
Percentile by assets National rank
$79,345
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chambers & Owen, Inc. 401(k) Union Plan · Sponsored by Chambers & Owen, Inc. · Wisconsin · Wholesale Trade

$8M in assets, 105 participants

Chambers & Owen, Inc.'s Chambers & Owen, Inc. 401(k) Union Plan reported $8M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,586 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Chambers & Owen, Inc. 401(k) Union Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#3,586
in Wholesale Trade (6,843 peers)
-17.2%
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.

Chambers & Owen, Inc. 401(k) Union Plan's mid-pack asset rank among Wholesale Trade and all filers

Chambers & Owen, Inc. 401(k) Union Plan vs every filed plan by assets

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

$8,331,247 Top 39% higher than 61% 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

Chambers & Owen, Inc. 401(k) Union 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. Chambers & Owen, Inc. 401(k) Union Plan sits mid-pack in the medium band (105 participants).

DOL schedule card

Filing strip 391285594 · Chambers & Owen, Inc. PY 2022 · 401(k)

Chambers & Owen, Inc. 401(k) Union Plan · $8M · 105 · 61st

  • NET $8M
  • BOOK 105
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Concord Coach Lines, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3586

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 Wisconsin →

Chambers & Owen, Inc. 401(k) Union Plan in the asset neighbourhood

Chambers & Owen, Inc. 401(k) Union PlanChambers & Owen, Inc. 401(k)…$8MConcord Coach Lines, Inc. 401(k) Profit Sharing PlanConcord Coach Lines, Inc. 40…$8MClose Up Foundation 403(b) Retirement PlanClose Up Foundation 403(b) R…$8MLend Smart Mortgage, LLC 401(k) PlanLend Smart Mortgage, LLC 401…$8MArcturus Therapeutics, Inc. 401(k) PlanArcturus Therapeutics, Inc. …$8M
End-of-year total assets ($M) among Chambers & Owen, Inc. 401(k) Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN391285594
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chambers & Owen, Inc.)

Sponsor-wide plan assets over time

All Chambers & Owen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 15.26270385062757% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.4M $43.1M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 213 $37M
2023 2 200 $42M
2024 2 203 $43M

Nearby 401(k) Plans in Wisconsin

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

Chambers & Owen, Inc. 401(k) Union Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Chambers & Owen, Inc. 401(k) Union Plan, Total assets ($B): 0.008331247 · Participants: 105Chambers & Owen, Inc. 401(k) Union PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Chambers & Owen, Inc. 401(k) Union Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Chambers & Owen, Inc. 401(k) Union Plan side-by-side with 3 peers →

Chambers & Owen, Inc. 401(k) Union Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Concord Coach Lines, Inc. 401(k) Profit Sharing Plan in NH ($8M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Chambers & Owen, Inc. 401(k) Union Plan assets move in 2022? ▼
Chambers & Owen, Inc. 401(k) Union Plan declined sharply - down 17.2% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Chambers & Owen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chambers & Owen, Inc.'s sponsor-wide assets grew 15.3%, from $37M to $43M.
Which 401(k) plans are similar in size to Chambers & Owen, Inc. 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is Concord Coach Lines, Inc. 401(k) Profit Sharing Plan in NH ($8M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Chambers & Owen, Inc. 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 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 391285594.

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.