401(k) · DOL Form 5500 · 2023

H. D. Chasen Company, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
13
Participants Small participant base
69th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: The H. D. Chasen Co., Inc. Profit-Sharing Plan · Sponsored by H. D. Chasen Company, Inc. · Massachusetts · Wholesale Trade

$17M in assets, 13 participants

H. D. Chasen Company, Inc.'s The H. D. Chasen Co., Inc. Profit-Sharing Plan reported $17M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,079 in Wholesale Trade (6,309 peers)

H. D. Chasen Company, Inc. multi-year trail

H. D. Chasen Company, Inc.'s plans moved +21.2% in assets from 2022 to 2024; this filing shows The H. D. Chasen Co., Inc. Profit-Sharing Plan at $17M / 13 participants.

#4,079
in Wholesale Trade (6,309 peers)
+5.4%
assets growth YoY

The H. D. Chasen Co., Inc. Profit-Sharing Plan's outsized position by total assets

The H. D. Chasen Co., Inc. Profit-Sharing Plan vs every filed plan by assets

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

$16,596,239 Top 31% higher than 69% 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

The H. D. Chasen Co., Inc. Profit-Sharing 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. The H. D. Chasen Co., Inc. Profit-Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The H. D. Chasen Co., Inc. Profit-Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $850K in the plan year 2023 filing.
  • The H. D. Chasen Co., Inc. Profit-Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • The H. D. Chasen Co., Inc. Profit-Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042509087 · H. D. Chasen Company, Inc. PY 2023 · 401(k)

The H. D. Chasen Co., Inc. Profit-Sharing Plan · $17M · 13 · 69th

  • IND $17M
  • IND 13
  • IND 69th
  • IND 401(k)
  • IND near Ingleside 401(k) Plan
  • IND ind #4079

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 Massachusetts →

The H. D. Chasen Co., Inc. Profit-Sharing Plan in the asset neighbourhood

The H. D. Chasen Co., Inc. Profit-Sharing PlanThe H. D. Chasen Co., Inc. P…$17MIngleside 401(k) Plan$17MHighstreet It Solutions, LLC 401(k) PlanHighstreet It Solutions, LLC…$17MRedaptive, Inc. 401(k) Plan$17MProject44, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among The H. D. Chasen Co., Inc. Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

H. D. Chasen Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H. D. Chasen Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 21.200893445702444% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.8M $19.1M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 11 $16M
2023 1 13 $17M
2024 1 12 $19M

H. D. Chasen Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$850K
Employer EIN042509087
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The H. D. Chasen Co., Inc. Profit-Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The H. D. Chasen Co., Inc. Profit-Sharing Plan, Total assets ($B): 0.016596239 · Participants: 13The H. D. Chasen Co., Inc. Profit-Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The H. D. Chasen Co., Inc. Profit-Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The H. D. Chasen Co., Inc. Profit-Sharing Plan side-by-side with 3 peers →

The H. D. Chasen Co., Inc. Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ingleside 401(k) Plan in MD ($17M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 The H. D. Chasen Co., Inc. Profit-Sharing Plan assets move in 2023? ▼
The H. D. Chasen Co., Inc. Profit-Sharing Plan grew at a solid clip - up 5.4% during 2023, from $16M to $17M. Reported net income was $850K.
How have H. D. Chasen Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. D. Chasen Company, Inc.'s sponsor-wide assets grew 21.2%, from $16M to $19M.
Which 401(k) plans are similar in size to The H. D. Chasen Co., Inc. Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ingleside 401(k) Plan in MD ($17M, 658 participants).
Which 401(k) plans cover a similar participant headcount to The H. D. Chasen Co., Inc. Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 042509087.

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.