Profit Sharing · DOL Form 5500 · 2023

Chicago Strategy Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$597,044
Avg per participant High balance/head
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Official DOL plan name: Chicago Strategy Associates, Inc.-Profit Sharing Plan · Sponsored by Chicago Strategy Associates, Inc. · Texas · Professional & Technical Services

$2M in assets, 3 participants

Chicago Strategy Associates, Inc.'s Chicago Strategy Associates, Inc.-Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,046 in Professional & Technical Services (20,321 peers)

Chicago Strategy Associates, Inc. multi-year trail

Chicago Strategy Associates, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Chicago Strategy Associates, Inc.-Profit Sharing Plan at $2M / 3 participants.

#5,046
in Professional & Technical Services (20,321 peers)
+25.3%
assets growth YoY

Chicago Strategy Associates, Inc.-Profit Sharing Plan among the smaller filed plans by assets

Chicago Strategy Associates, Inc.-Profit Sharing Plan vs every filed plan by assets

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

$1,791,132 29th percentile higher than 29% 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

Chicago Strategy Associates, Inc.-Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago Strategy Associates, Inc.-Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chicago Strategy Associates, Inc.-Profit Sharing Plan reported net income rose from -$418K in the plan year 2022 filing to $361K in the plan year 2023 filing.
  • Chicago Strategy Associates, Inc.-Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363818387 · Chicago Strategy Associates, Inc. PY 2023 · Profit Sharing

Chicago Strategy Associates, Inc.-Profit Sharing Plan · $2M · 3 · 29th

  • ASSETS $2M
  • PCT 3
  • EIN 29th
  • RANK Profit Sharing
  • PHOTO near R&l Cornerstone Enterprises, Inc. Retirement Plan
  • IND ind #5046

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 Professional & Technical Services retirement plans → · Plans in Texas →

Chicago Strategy Associates, Inc.-Profit Sharing Plan in the asset neighbourhood

Chicago Strategy Associates, Inc.-Profit Sharing PlanChicago Strategy Associates,…$2MR&l Cornerstone Enterprises, Inc. Retirement PlanR&l Cornerstone Enterprises,…$2MElizabeth U. Corpus, Dmd, Inc. Non Standardized Safe Harbor 401(k) Profit Sharing PlanElizabeth U. Corpus, Dmd, In…$2MRaff & Masone Profit Sharing PlanRaff & Masone Profit Sharing…$2MMetro Bookkeeping Service, Inc. Employees Profit Sharing Plan & TrustMetro Bookkeeping Service, I…$2M
End-of-year total assets ($M) among Chicago Strategy Associates, Inc.-Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Chicago Strategy Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chicago Strategy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.95119764876541% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.83M ▲ +45.1%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $3M
2024 2 6 $4M

Chicago Strategy Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$361K
Employer EIN363818387
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Chicago Strategy Associates, Inc.-Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Chicago Strategy Associates, Inc.-Profit Sharing Plan, Total assets ($B): 0.001791132 · Participants: 3Chicago Strategy Associates, Inc.-Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Chicago Strategy Associates, Inc.-Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Chicago Strategy Associates, Inc.-Profit Sharing Plan side-by-side with 3 peers →

Chicago Strategy Associates, Inc.-Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is R&l Cornerstone Enterprises, Inc. Retirement Plan in SC ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Chicago Strategy Associates, Inc.-Profit Sharing Plan assets move in 2023? ▼
Chicago Strategy Associates, Inc.-Profit Sharing Plan grew sharply - up 25.3% during 2023, from $1M to $2M. Reported net income was $361K.
How have Chicago Strategy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Strategy Associates, Inc.'s sponsor-wide assets grew 45.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Chicago Strategy Associates, Inc.-Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R&l Cornerstone Enterprises, Inc. Retirement Plan in SC ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Chicago Strategy Associates, Inc.-Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 363818387.

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.