401(k) · DOL Form 5500 · 2023

Chase Petroleum Services & Supply, LLC. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
248
Participants Below avg headcount
77th
Percentile by assets National rank
$105,890
Avg per participant Below avg balance/head
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Official DOL plan name: The Chase Group 401(k) Plan · Sponsored by Chase Petroleum Services & Supply, LLC. · New Mexico · Mining & Oil Extraction

$26M in assets, 248 participants

Chase Petroleum Services & Supply, LLC.'s The Chase Group 401(k) Plan reported $26M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #499 in Mining & Oil Extraction (811 peers)

Where The Chase Group 401(k) Plan sits by assets

The Chase Group 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 248 participants (~$105,890/participant), up 15.6% in 2023.

#499
in Mining & Oil Extraction (811 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Chase Group 401(k) Plan's outsized position by total assets

The Chase Group 401(k) Plan vs every filed plan by assets

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

$26,260,776 Top 23% higher than 77% 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 Chase Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chase Group 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Chase Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Chase Group 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Chase Group 401(k) Plan reported participants fell from 256 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204072723 · Chase Petroleum Services & Supply, LLC. PY 2023 · 401(k)

The Chase Group 401(k) Plan · $26M · 248 · 77th

  • ASSETS $26M
  • PCT 248
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Crookham Company Profit Sharing Plan
  • IND ind #499

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 Mining & Oil Extraction retirement plans → · Plans in New Mexico →

The Chase Group 401(k) Plan in the asset neighbourhood

The Chase Group 401(k) Plan$26MCrookham Company Profit Sharing PlanCrookham Company Profit Shar…$26MRio Grande Co. Profit Sharing PlanRio Grande Co. Profit Sharin…$26MPlimpton & Hills Corporation Xvd Employees Savings TrustPlimpton & Hills Corporation…$26MCantey Hanger 401(k) Plan$26M
End-of-year total assets ($M) among The Chase Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN204072723
Plan Effective Date2006-04-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Chase Petroleum Services & Supply, LLC.)

Sponsor-wide plan assets over time

All Chase Petroleum Services & Supply, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 17.1324131852626% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.7M $26.6M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 256 $23M
2023 1 248 $26M
2024 1 187 $27M

Nearby 401(k) Plans in New Mexico

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

The Chase Group 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants The Chase Group 401(k) Plan, Total assets ($B): 0.026260776 · Participants: 248The Chase Group 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
The Chase Group 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare The Chase Group 401(k) Plan side-by-side with 3 peers →

The Chase Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Crookham Company Profit Sharing Plan in ID ($26M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Chase Group 401(k) Plan assets move in 2023? ▼
The Chase Group 401(k) Plan grew sharply - up 15.6% during 2023, from $23M to $26M. Reported net income was $4M.
How have Chase Petroleum Services & Supply, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chase Petroleum Services & Supply, LLC.'s sponsor-wide assets grew 17.1%, from $23M to $27M.
Where does The Chase Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Chase Group 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Chase Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crookham Company Profit Sharing Plan in ID ($26M, 118 participants).
Which 401(k) plans cover a similar participant headcount to The Chase Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 204072723.

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.