ESOP · DOL Form 5500 · 2023

Chandler Asset Management, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
30
Participants Small participant base
53rd
Percentile by assets National rank
$253,789
Avg per participant Above avg balance/head
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Official DOL plan name: Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Chandler Asset Management, Inc. · California · Finance & Insurance

$8M in assets, 30 participants

Chandler Asset Management, Inc.'s Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,364 in Finance & Insurance (8,869 peers)

Chandler Asset Management, Inc. multi-year trail

Chandler Asset Management, Inc.'s plans moved +173.3% in assets from 2022 to 2024; this filing shows Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust at $8M / 30 participants.

#3,364
in Finance & Insurance (8,869 peers)
+42.9%
assets growth YoY

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,613,680 Top 47% higher than 53% 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

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 26 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330570869 · Chandler Asset Management, Inc. PY 2023 · ESOP

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust · $8M · 30 · 53rd

  • BOY $8M
  • BOY 30
  • BOY 53rd
  • BOY ESOP
  • BOY near Cole's Employee Stock Ownership Plan & Trust Agreement
  • BOY ind #3364

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 What is an ESOP? → · Plans in California →

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Martin Painting & Coating Company Employee Stock Ownership PlanMartin Painting & Coating Co…$8MChandler Asset Management, Inc. Employee Stock Ownership Plan and TrustChandler Asset Management, I…$8MCole's Employee Stock Ownership Plan & Trust AgreementCole's Employee Stock Owners…$8MThe Sherman Engineering Company Employee Stock Ownership PlanThe Sherman Engineering Comp…$8MHome Loan Financial Corporation Employee Stock Ownership PlanHome Loan Financial Corporat…$8M
End-of-year total assets ($M) among Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Chandler Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chandler Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 173.2931631547324% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.33M $14.6M ▲ +173.2%
Year Plans Participants Total Assets
2022 1 26 $5M
2023 1 30 $8M
2024 1 35 $15M

Chandler Asset Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN330570869
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00761368 · Participants: 30Chandler Asset Management, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Cole's Employee Stock Ownership Plan & Trust Agreement in MN ($8M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust surged - up 42.9% during 2023, from $5M to $8M. Reported net income was $2M.
How have Chandler Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chandler Asset Management, Inc.'s sponsor-wide assets grew 173.3%, from $5M to $15M.
Which ESOP plans are similar in size to Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cole's Employee Stock Ownership Plan & Trust Agreement in MN ($8M, 224 participants).
Which ESOP plans cover a similar participant headcount to Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 330570869.

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.