401(k) · DOL Form 5500 · 2023
The Chalfin Group Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: The Chalfin Group Inc Employees Profit Sharing Plan · Sponsored by The Chalfin Group Inc · New Jersey · Professional & Technical Services
$4M in assets, 3 participants
The Chalfin Group Inc's The Chalfin Group Inc Employees Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,598 in Professional & Technical Services (20,321 peers)
The Chalfin Group Inc multi-year trail
The Chalfin Group Inc's plans moved +48.3% in assets from 2022 to 2024; this filing shows The Chalfin Group Inc Employees Profit Sharing Plan at $4M / 3 participants.
- #7,598
- in Professional & Technical Services (20,321 peers)
- +23.4%
- assets growth YoY
The Chalfin Group Inc Employees Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Chalfin Group Inc Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,951,550 40th percentile higher than 40% 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
The Chalfin Group Inc Employees Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chalfin Group Inc Employees Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Chalfin Group Inc Employees Profit Sharing Plan reported net income rose from -$202K in the plan year 2022 filing to $749K in the plan year 2023 filing.
- The Chalfin Group Inc Employees Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 223183599 · The Chalfin Group Inc PY 2023 · 401(k)
The Chalfin Group Inc Employees Profit Sharing Plan · $4M · 3 · 40th
- EIN $4M
- RANK 3
- PHOTO 40th
- IND 401(k)
- EOY near Nvision, Inc. 401(k) Plan
- 5500 ind #7598
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
The Chalfin Group Inc Employees Profit Sharing Plan in the asset neighbourhood
The Chalfin Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All The Chalfin Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 48.335819266759444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $5M |
The Chalfin Group Inc filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $749K |
| Employer EIN | 223183599 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
The Chalfin Group Inc Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Nvision, Inc. 401(k) Plan in NV ($4M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.