ESOP · DOL Form 5500 · 2022

Chase Oaks Consulting, Inc. ESOP

Data updated 2026-08-25

$169K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$169,327
Avg per participant Above avg balance/head
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Official DOL plan name: Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Chase Oaks Consulting, Inc. · Texas · Professional & Technical Services

$169K in assets, 1 participants

Chase Oaks Consulting, Inc.'s Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust reported $169K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,701 in Professional & Technical Services (21,562 peers)

2022 asset change

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip 9.7% in 2022 ($154K → $169K) for 1 participant.

#1,701
in Professional & Technical Services (21,562 peers)
+9.7%
assets growth YoY

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$169,327 9th percentile higher than 9% of 139,123 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 2022

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 364269289 · Chase Oaks Consulting, Inc. PY 2022 · ESOP

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust · $169K · 1 · 9th

  • EIN $169K
  • EIN 1
  • EIN 9th
  • EIN ESOP
  • EIN near The Mens Center, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #1701

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 Texas →

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and TrustChase Oaks Consulting, Inc. …$169KThe Mens Center, Inc. Employee Stock Ownership Plan and TrustThe Mens Center, Inc. Employ…$170KVan Wijk Management Employee Stock Ownership PlanVan Wijk Management Employee…$169KIto Healthcare Group Employee Stock Ownership PlanIto Healthcare Group Employe…$170KJ.a. Miller Utility Contractor, Inc. Employee Stock Ownership PlanJ.a. Miller Utility Contract…$169K
End-of-year total assets ($M) among Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Chase Oaks Consulting, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Chase Oaks Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M$0.15M$0.2M 20222023 $0.17M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $169K
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$154K
Net Assets (End of Year)$169K
Net Income$15K
Employer EIN364269289
Plan Effective Date1999-01-21
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000169327 · Participants: 1Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is The Mens Center, Inc. Employee Stock Ownership Plan and Trust in IL ($170K); by covered participants it is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 9.7% during 2022, from $154K to $169K. Reported net income was $15K.
Where does Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is The Mens Center, Inc. Employee Stock Ownership Plan and Trust in IL ($170K, 1 participant).
Which ESOP plans cover a similar participant headcount to Chase Oaks Consulting, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant, $628K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364269289.

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.