ESOP · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$66M
Total assets Below avg plan size
70
Participants Small participant base
88th
Percentile by assets National rank
$942,266
Avg per participant High balance/head
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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.

  • #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.

#7,773
in Construction (9,030 peers)
+46.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Chase Construction Group Employee Stock Ownership Plan's outsized position by total assets

The Chase Construction Group Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$65,958,604 Top 12% higher than 88% of 127,068 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 2023

The Chase Construction Group Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chase Construction Group Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 621298273 · D.F. Chase, Inc., Dba Chase Construction Group PY 2023 · ESOP

The Chase Construction Group Employee Stock Ownership Plan · $66M · 70 · 88th

  • SCH $66M
  • EBSA 70
  • PART 88th
  • TYPE ESOP
  • NET near Colorado Structures, Inc. Employee Stock Ownership Plan
  • BOOK ind #7773

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 Tennessee →

The Chase Construction Group Employee Stock Ownership Plan in the asset neighbourhood

Besser Company Employee Stock Ownership PlanBesser Company Employee Stoc…$66MThe Chase Construction Group Employee Stock Ownership PlanThe Chase Construction Group…$66MColorado Structures, Inc. Employee Stock Ownership PlanColorado Structures, Inc. Em…$66MWaste Gas Fabricating Co., Inc. Employee Stock Ownership PlanWaste Gas Fabricating Co., I…$66MComponent Plastics, Inc. Employee Stock Ownership PlanComponent Plastics, Inc. Emp…$66M
End-of-year total assets ($M) among The Chase Construction Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$56M
Net Income$21M
Employer EIN621298273
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All D.F. Chase, Inc., Dba Chase Construction Group plans reported in each filing year

Latest sponsor-wide plan assets
$101M 124.81680591099484% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $45.1M $101M ▲ +124.8%
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 Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants The Chase Construction Group Employee Stock Ownership Plan, Total assets ($M): 65.958604 · Participants: 70The Chase Construction Group Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
The Chase Construction Group Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare The Chase Construction Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Chase Construction Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Colorado Structures, Inc. Employee Stock Ownership Plan in CO ($66M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to The Chase Construction Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants, $9M in assets).

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.

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.