ESOP · DOL Form 5500 · 2023
Chamlin & Associates, Inc ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $172,015
- Avg per participant Above avg balance/head
Official DOL plan name: Chamlin & Associates Inc. Employee Stock Ownership Plan · Sponsored by Chamlin & Associates, Inc · Illinois · Professional & Technical Services
$10M in assets, 59 participants
Chamlin & Associates, Inc's Chamlin & Associates Inc. Employee Stock Ownership Plan reported $10M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,694 in Professional & Technical Services (20,321 peers)
Chamlin & Associates, Inc multi-year trail
Chamlin & Associates, Inc's plans moved +33.9% in assets from 2022 to 2024; this filing shows Chamlin & Associates Inc. Employee Stock Ownership Plan at $10M / 59 participants.
- #11,694
- in Professional & Technical Services (20,321 peers)
- +17.9%
- assets growth YoY
Chamlin & Associates Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Chamlin & Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,148,898 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Chamlin & Associates Inc. Employee Stock Ownership 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. Chamlin & Associates Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chamlin & Associates Inc. Employee Stock Ownership Plan reported net income rose from $589K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Chamlin & Associates Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Chamlin & Associates Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2022 filing to 59 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 362593961 · Chamlin & Associates, Inc PY 2023 · ESOP
Chamlin & Associates Inc. Employee Stock Ownership Plan · $10M · 59 · 59th
- TYPE $10M
- NET 59
- BOOK 59th
- VS-ST ESOP
- BOY near Eberle Communications Group, Inc. Employee Stock Ownership Plan
- SCH ind #11694
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 Illinois →
Chamlin & Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood
Chamlin & Associates, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Chamlin & Associates, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 33.86417289684924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $9M |
| 2023 | 1 | 59 | $10M |
| 2024 | 1 | 66 | $12M |
Chamlin & Associates, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 362593961 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Chamlin & Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Eberle Communications Group, Inc. Employee Stock Ownership Plan in VA ($10M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.
- Generations Bank Employee Stock Ownership Plan (NY) 59 · 0 off
- Preferred Drilling Solutions, Inc. Employee Stock Ownership Plan (FL) 59 · 0 off
- Regal Machine, Inc. Employee Stock Ownership Plan and Trust (MN) 59 · 0 off
- West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan (CA) 59 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.