401(k) · DOL Form 5500 · 2023

Chemed Corporation 401(k) Plan

Data updated 2026-08-11

$353M
Total assets
3,716
Participants
97th
Percentile by assets
$94,893
Avg per participant
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Official DOL plan name: Chemed/Roto Rooter Savings & Retirement Plan · Sponsored by Chemed Corporation · Ohio · Management of Enterprises

$353M in assets, 3,716 participants

Chemed Corporation's Chemed/Roto Rooter Savings & Retirement Plan reported $353M in total assets and 3,716 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #1,002 in Management of Enterprises (1,137 peers)

Coverage in Ohio

Chemed/Roto Rooter Savings & Retirement Plan covers 3,716 participants in Ohio, 4.9x the typical Ohio plan (state average ~765 per filing). Assets: $353M.

$353M
total plan assets (2023 EOY)
3,716
covered participants
97th
percentile by assets (of 127,072 plans)
$94,893
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chemed/Roto Rooter Savings & Retirement Plan reported net income rose from -$66M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Chemed/Roto Rooter Savings & Retirement Plan end-of-year assets rose from $308M in the plan year 2022 filing to $353M in the plan year 2023 filing.
  • Chemed/Roto Rooter Savings & Retirement Plan reported participants rose from 3,609 in the plan year 2022 filing to 3,716 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Chemed/Roto Rooter Savings & Retirement Plan reports 3,716 participants - 4.9x that state average ($353M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$308M
Net Assets (End of Year)$352M
Net Income$45M
Employer EIN310791746
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chemed Corporation)

$300M$320M$340M$360M$380M 202220232024 $308M $371M ▲ +20.5%
Total plan assets by year, all Chemed Corporation plans on file
Year Plans Participants Total Assets
2022 1 3,609 $308M
2023 1 3,716 $353M
2024 1 3,978 $371M

Nearby 401(k) Plans in Ohio

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

Chemed/Roto Rooter Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Chemed/Roto Rooter Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Chemed/Roto Rooter S…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Chemed/Roto Rooter Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Chemed/Roto Rooter Savings & Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Chemed/Roto Rooter Savings & Retirement Plan assets move in 2023?
Chemed/Roto Rooter Savings & Retirement Plan grew at a solid clip - up 14.5% during 2023, from $308M to $353M. Reported net income was $45M.
How have Chemed Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Chemed Corporation's sponsor-wide assets grew 20.5%, from $308M to $371M.
Where does Chemed/Roto Rooter Savings & Retirement Plan rank by assets among Form 5500 filers?
Chemed/Roto Rooter Savings & Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Chemed/Roto Rooter Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Perficient, Inc. 401(k) Employee Savings Plan in MO ($353M, 2,868 participants).

Next read for Chemed/Roto Rooter Savings & Retirement …

Filing takeaways

Ways to act on Chemed/Roto Rooter Savings & Retirement Plan's numbers.