401(k) · DOL Form 5500 · 2023

Chambers & Owen, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
97
Participants Small participant base
58th
Percentile by assets National rank
$98,659
Avg per participant Below avg balance/head
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Official DOL plan name: Chambers & Owen, Inc. 401(k) Union Plan · Sponsored by Chambers & Owen, Inc. · Wisconsin · Wholesale Trade

$10M in assets, 97 participants

Chambers & Owen, Inc.'s Chambers & Owen, Inc. 401(k) Union Plan reported $10M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,115 in Wholesale Trade (6,309 peers)

Chambers & Owen, Inc. multi-year trail

Chambers & Owen, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Chambers & Owen, Inc. 401(k) Union Plan at $10M / 97 participants.

#3,115
in Wholesale Trade (6,309 peers)
+14.9%
assets growth YoY

Chambers & Owen, Inc. 401(k) Union Plan's mid-pack asset rank among Wholesale Trade and all filers

Chambers & Owen, Inc. 401(k) Union Plan vs every filed plan by assets

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

$9,569,901 Top 42% higher than 58% 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

Chambers & Owen, Inc. 401(k) Union Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chambers & Owen, Inc. 401(k) Union Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chambers & Owen, Inc. 401(k) Union Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Chambers & Owen, Inc. 401(k) Union Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Chambers & Owen, Inc. 401(k) Union Plan reported participants fell from 105 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391285594 · Chambers & Owen, Inc. PY 2023 · 401(k)

Chambers & Owen, Inc. 401(k) Union Plan · $10M · 97 · 58th

  • EBSA $10M
  • EBSA 97
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Casto Technical Services, Inc. Employee Savings Plan
  • EBSA ind #3115

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 Wisconsin →

Chambers & Owen, Inc. 401(k) Union Plan in the asset neighbourhood

Chambers & Owen, Inc. 401(k) Union PlanChambers & Owen, Inc. 401(k)…$10MCasto Technical Services, Inc. Employee Savings PlanCasto Technical Services, In…$10MLincoln Surgical Associates Ltd. 401(k) Profit-ShariLincoln Surgical Associates …$10MVelocity 401(k) Plan$10MMarcus Food Co. 401(k) Profit Sharing PlanMarcus Food Co. 401(k) Profi…$10M
End-of-year total assets ($M) among Chambers & Owen, Inc. 401(k) Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chambers & Owen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chambers & Owen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 15.26270385062757% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.4M $43.1M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 213 $37M
2023 2 200 $42M
2024 2 203 $43M

Chambers & Owen, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN391285594
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Chambers & Owen, Inc. 401(k) Union Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Chambers & Owen, Inc. 401(k) Union Plan, Total assets ($B): 0.009569901 · Participants: 97Chambers & Owen, Inc. 401(k) Union PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Chambers & Owen, Inc. 401(k) Union Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Chambers & Owen, Inc. 401(k) Union Plan side-by-side with 3 peers →

Chambers & Owen, Inc. 401(k) Union Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Casto Technical Services, Inc. Employee Savings Plan in WV ($10M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Chambers & Owen, Inc. 401(k) Union Plan assets move in 2023? ▼
Chambers & Owen, Inc. 401(k) Union Plan grew at a solid clip - up 14.9% during 2023, from $8M to $10M. Reported net income was $1M.
How have Chambers & Owen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chambers & Owen, Inc.'s sponsor-wide assets grew 15.3%, from $37M to $43M.
Which 401(k) plans are similar in size to Chambers & Owen, Inc. 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is Casto Technical Services, Inc. Employee Savings Plan in WV ($10M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Chambers & Owen, Inc. 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 391285594.

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.