401(k) · DOL Form 5500 · 2023

Challenger Gray & Christmas, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
194
Participants Below avg headcount
61st
Percentile by assets National rank
$57,336
Avg per participant Low balance/head
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Official DOL plan name: Challenger, Gray & Christmas, Inc. 401(k) Plan · Sponsored by Challenger Gray & Christmas, Inc. · Illinois · Administrative & Support Services

$11M in assets, 194 participants

Challenger Gray & Christmas, Inc.'s Challenger, Gray & Christmas, Inc. 401(k) Plan reported $11M in total assets and 194 participants in its 2023 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.

  • #3,437 in Administrative & Support Services (4,372 peers)

Coverage in Illinois

Challenger, Gray & Christmas, Inc. 401(k) Plan covers 194 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#3,437
in Administrative & Support Services (4,372 peers)
+27.2%
assets growth YoY

Challenger, Gray & Christmas, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Challenger, Gray & Christmas, Inc. 401(k) Plan vs every filed plan by assets

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

$11,123,230 Top 39% higher than 61% 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

Challenger, Gray & Christmas, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Challenger, Gray & Christmas, Inc. 401(k) Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Challenger, Gray & Christmas, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Challenger, Gray & Christmas, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Challenger, Gray & Christmas, Inc. 401(k) Plan reported participants rose from 184 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341220539 · Challenger Gray & Christmas, Inc. PY 2023 · 401(k)

Challenger, Gray & Christmas, Inc. 401(k) Plan · $11M · 194 · 61st

  • VS-ST $11M
  • BOY 194
  • SCH 61st
  • EBSA 401(k)
  • PART near Sub Pop Records 401(k) Plan
  • TYPE ind #3437

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Challenger, Gray & Christmas, Inc. 401(k) Plan in the asset neighbourhood

Challenger, Gray & Christmas, Inc. 401(k) PlanChallenger, Gray & Christmas…$11MSub Pop Records 401(k) Plan$11MMcnees Wallace & Nurick Associates and of Counsel Savings PlanMcnees Wallace & Nurick Asso…$11MPhelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing PlanPhelps, Jenkins, Gibson and …$11MBearing Service Company 401(k) Profit Sharing PlanBearing Service Company 401(…$11M
End-of-year total assets ($M) among Challenger, Gray & Christmas, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN341220539
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Challenger Gray & Christmas, Inc.)

Sponsor-wide plan assets over time

All Challenger Gray & Christmas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 53.979488599866684% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.74M $13.5M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 184 $9M
2023 1 194 $11M
2024 1 232 $13M

Nearby 401(k) Plans in Illinois

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

Challenger, Gray & Christmas, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Challenger, Gray & Christmas, Inc. 401(k) Plan, Total assets ($B): 0.01112323 · Participants: 194Challenger, Gray & Christmas, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Challenger, Gray & Christmas, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Challenger, Gray & Christmas, Inc. 401(k) Plan side-by-side with 3 peers →

Challenger, Gray & Christmas, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sub Pop Records 401(k) Plan in WA ($11M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Challenger, Gray & Christmas, Inc. 401(k) Plan assets move in 2023? ▼
Challenger, Gray & Christmas, Inc. 401(k) Plan grew sharply - up 27.2% during 2023, from $9M to $11M. Reported net income was $2M.
How have Challenger Gray & Christmas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Challenger Gray & Christmas, Inc.'s sponsor-wide assets grew 54.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Challenger, Gray & Christmas, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sub Pop Records 401(k) Plan in WA ($11M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Challenger, Gray & Christmas, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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 341220539.

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.