401(k) · DOL Form 5500 · 2023

Chervon North America, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
209
Participants Below avg headcount
76th
Percentile by assets National rank
$117,070
Avg per participant Below avg balance/head
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Official DOL plan name: Chervon North America, Inc. 401(k) Plan · Sponsored by Chervon North America, Inc. · Illinois · Wholesale Trade

$24M in assets, 209 participants

Chervon North America, Inc.'s Chervon North America, Inc. 401(k) Plan reported $24M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,689 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Chervon North America, Inc. 401(k) Plan covers 209 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $24M.

#4,689
in Wholesale Trade (6,309 peers)
+37.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Chervon North America, Inc. 401(k) Plan's outsized position by total assets

Chervon North America, Inc. 401(k) Plan vs every filed plan by assets

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

$24,467,680 Top 24% higher than 76% 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

Chervon North America, 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. Chervon North America, Inc. 401(k) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chervon North America, Inc. 401(k) Plan reported net income rose from -$946K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Chervon North America, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Chervon North America, Inc. 401(k) Plan reported participants rose from 172 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202544210 · Chervon North America, Inc. PY 2023 · 401(k)

Chervon North America, Inc. 401(k) Plan · $24M · 209 · 76th

  • TYPE $24M
  • NET 209
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan
  • SCH ind #4689

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 Wholesale Trade retirement plans → · Plans in Illinois →

Chervon North America, Inc. 401(k) Plan in the asset neighbourhood

Chervon North America, Inc. 401(k) PlanChervon North America, Inc. …$24MBridger Orthopedics & Sports Medicine, P.C. Profit Sharing PlanBridger Orthopedics & Sports…$24MBaader North America Corporation 401(k) Retirement PlanBaader North America Corpora…$24MResearch Affiliates, LLC 401(k) PlanResearch Affiliates, LLC 401…$24MMclain & Merritt, P.C. 401(k) Profit Sharing PlanMclain & Merritt, P.C. 401(k…$24M
End-of-year total assets ($M) among Chervon North America, 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)$18M
Net Assets (End of Year)$24M
Net Income$7M
Employer EIN202544210
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chervon North America, Inc.)

Sponsor-wide plan assets over time

All Chervon North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 55.51726663085059% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $27.7M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 172 $18M
2023 1 209 $24M
2024 1 240 $28M

Nearby 401(k) Plans in Illinois

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

Chervon North America, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Chervon North America, Inc. 401(k) Plan, Total assets ($B): 0.02446768 · Participants: 209Chervon North America, 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
Chervon North America, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chervon North America, Inc. 401(k) Plan side-by-side with 3 peers →

Chervon North America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan in MT ($24M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Chervon North America, Inc. 401(k) Plan assets move in 2023? ▼
Chervon North America, Inc. 401(k) Plan surged - up 37.6% during 2023, from $18M to $24M. Reported net income was $7M.
How have Chervon North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chervon North America, Inc.'s sponsor-wide assets grew 55.5%, from $18M to $28M.
Where does Chervon North America, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Chervon North America, Inc. 401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to Chervon North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan in MT ($24M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Chervon North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 202544210.

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.