401(k) · DOL Form 5500 · 2023

Chemed Corporation 401(k) Plan

Data updated 2026-08-25

$353M
Total assets Above avg plan size
3,716
Participants Above avg headcount
97th
Percentile by assets National rank
$94,893
Avg per participant Below avg balance/head
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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.

  • #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.

#1,002
in Management of Enterprises (1,137 peers)
+14.5%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Chemed/Roto Rooter Savings & Retirement Plan's outsized position by total assets

Chemed/Roto Rooter Savings & Retirement Plan vs every filed plan by assets

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

$352,623,479 Top 3% higher than 97% 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

Chemed/Roto Rooter Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chemed/Roto Rooter Savings & Retirement Plan lands in the large band (3,716 participants).

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 →

EBSA filing schedule strip

Filing strip 310791746 · Chemed Corporation PY 2023 · 401(k)

Chemed/Roto Rooter Savings & Retirement Plan · $353M · 3,716 · 97th

  • PHOTO $353M
  • IND 3,716
  • EOY 97th
  • 5500 401(k)
  • ASSETS near The Perficient, Inc. 401(k) Employee Savings Plan
  • PCT ind #1002

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 Management of Enterprises retirement plans → · Plans in Ohio →

Chemed/Roto Rooter Savings & Retirement Plan in the asset neighbourhood

Proofpoint 401(k) Plan$353MThe Perficient, Inc. 401(k) Employee Savings PlanThe Perficient, Inc. 401(k) …$353MChemed/Roto Rooter Savings & Retirement PlanChemed/Roto Rooter Savings &…$353MProassurance Group Savings and Retirement PlanProassurance Group Savings a…$352MSavvas Learning Company LLC Retirement PlanSavvas Learning Company LLC …$352M
End-of-year total assets ($M) among Chemed/Roto Rooter Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Chemed Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$371M 20.474891468749227% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $308M $371M ▲ +20.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Chemed/Roto Rooter Savings & Retirement Plan, Total assets ($B): 0.352623479 · Participants: 3716Chemed/Roto Rooter Savings & Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Chemed/Roto Rooter Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Chemed/Roto Rooter Savings & Retirement Plan side-by-side with 3 peers →

Chemed/Roto Rooter Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Perficient, Inc. 401(k) Employee Savings Plan in MO ($353M); by covered participants it is One Gas, Inc. 401(k) Plan in OK (3,716 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($353M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,716 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 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).
Which 401(k) plans cover a similar participant headcount to Chemed/Roto Rooter Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Gas, Inc. 401(k) Plan in OK (3,716 participants, $864M 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 310791746.

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.