ESOP · DOL Form 5500 · 2023

D.F. Chase, Inc., Dba Chase Construction Group ESOP

Data updated 2026-08-11

$66M
Total assets: 70
Participants: 88th
Percentile by assets: $942,266
Avg per participant

Official DOL plan name: The Chase Construction Group Employee Stock Ownership Plan · Sponsored by D.F. Chase, Inc., Dba Chase Construction Group · Tennessee · Construction

$66M in assets, 70 participants

D.F. Chase, Inc., Dba Chase Construction Group's The Chase Construction Group Employee Stock Ownership Plan reported $66M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 127,072 plans)
#7,773 in Construction (9,030 peers)

Where The Chase Construction Group Employee Stock Ownership Plan sits by assets

The Chase Construction Group Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $66M for 70 participants (~$942,266/participant), up 46.4% in 2023.

$66M
total plan assets (2023 EOY): 70
covered participants: 88th
percentile by assets (of 127,072 plans): $942,266
avg assets per participant

The Chase Construction Group Employee Stock Ownership Plan end-of-year assets rose from $45M in the plan year 2022 filing to $66M in the plan year 2023 filing.
The Chase Construction Group Employee Stock Ownership Plan reported net income fell from $28M in the plan year 2022 filing to $21M in the plan year 2023 filing.
The Chase Construction Group Employee Stock Ownership Plan reported participants rose from 69 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Tennessee

Industry

Construction

The Chase Construction Group Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, The Chase Construction Group Employee Stock Ownership Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$45M
Net Assets (End of Year)	$56M
Net Income	$21M
Employer EIN	621298273
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (D.F. Chase, Inc., Dba Chase Construction Group)

Total plan assets by year, all D.F. Chase, Inc., Dba Chase Construction Group plans on file

Year	Plans	Participants	Total Assets
2022	1	69	$45M
2023	1	70	$66M
2024	2	144	$101M

Nearby ESOP Plans in Tennessee

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

The Chase Construction Group Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
3ls, Inc. Employee Stock Ownership Plan $134M · 424
Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483

Compare The Chase Construction Group Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Chase Construction Group Employee Stock Ownership Plan by total assets, not by location.

Colorado Structures, Inc. Employee Stock Ownership Plan (CO) $66M · 2
Besser Company Employee Stock Ownership Plan (MI) $66M · 384
Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan (PA) $66M · 86
Component Plastics, Inc. Employee Stock Ownership Plan (IL) $66M · 54

Frequently Asked Questions

How did The Chase Construction Group Employee Stock Ownership Plan assets move in 2023? ▼

The Chase Construction Group Employee Stock Ownership Plan surged - up 46.4% during 2023, from $45M to $66M. Reported net income was $21M.

How have D.F. Chase, Inc., Dba Chase Construction Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), D.F. Chase, Inc., Dba Chase Construction Group's sponsor-wide assets grew 124.8%, from $45M to $101M.

Where does The Chase Construction Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

The Chase Construction Group Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to The Chase Construction Group Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Colorado Structures, Inc. Employee Stock Ownership Plan in CO ($66M, 2 participants).

Next read for The Chase Construction Group Employee St…

Scale reading

Ways to act on The Chase Construction Group Employee Stock Ownership Plan's numbers.

By total assets, The Chase Construction Group Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
D.F. Chase, Inc., Dba Chase Construction Group's sponsor-wide assets have grown 124.8% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621298273.