401(k) · DOL Form 5500 · 2023

Clinton Health Access Initiative, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
237
Participants Below avg headcount
85th
Percentile by assets National rank
$208,253
Avg per participant Above avg balance/head
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Official DOL plan name: Chai, Inc. 401(k) Plan · Sponsored by Clinton Health Access Initiative, Inc. · Massachusetts · Other Services

$49M in assets, 237 participants

Clinton Health Access Initiative, Inc.'s Chai, Inc. 401(k) Plan reported $49M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,337 in Other Services (7,857 peers)

Coverage in Massachusetts

Chai, Inc. 401(k) Plan covers 237 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $49M.

#7,337
in Other Services (7,857 peers)
+21.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Chai, Inc. 401(k) Plan's outsized position by total assets

Chai, Inc. 401(k) Plan vs every filed plan by assets

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

$49,355,925 Top 15% higher than 85% 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

Chai, Inc. 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. Chai, Inc. 401(k) Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chai, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Chai, Inc. 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Chai, Inc. 401(k) Plan reported participants fell from 259 in the plan year 2022 filing to 237 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271414646 · Clinton Health Access Initiative, Inc. PY 2023 · 401(k)

Chai, Inc. 401(k) Plan · $49M · 237 · 85th

  • EIN $49M
  • RANK 237
  • PHOTO 85th
  • IND 401(k)
  • EOY near Lindfast Solutions Group 401(k) Plan
  • 5500 ind #7337

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 Other Services retirement plans → · Plans in Massachusetts →

Chai, Inc. 401(k) Plan in the asset neighbourhood

Chai, Inc. 401(k) Plan$49MEmcor Group, Inc. and Subsidiaries Union Employees' 401(k) PlanEmcor Group, Inc. and Subsid…$49MLindfast Solutions Group 401(k) PlanLindfast Solutions Group 401…$49MHga 401(k) Plan and Trust$49MIcr, LLC 401(k) Plan$49M
End-of-year total assets ($M) among Chai, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$9M
Employer EIN271414646
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinton Health Access Initiative, Inc.)

Sponsor-wide plan assets over time

All Clinton Health Access Initiative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 38.36601059702799% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.7M $56.4M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 259 $41M
2023 1 237 $49M
2024 1 211 $56M

Nearby 401(k) Plans in Massachusetts

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

Chai, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Chai, Inc. 401(k) Plan, Total assets ($B): 0.049355925 · Participants: 237Chai, Inc. 401(k) 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
Chai, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Chai, Inc. 401(k) Plan side-by-side with 3 peers →

Chai, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lindfast Solutions Group 401(k) Plan in MN ($49M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Chai, Inc. 401(k) Plan assets move in 2023? ▼
Chai, Inc. 401(k) Plan grew sharply - up 21.2% during 2023, from $41M to $49M. Reported net income was $9M.
How have Clinton Health Access Initiative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinton Health Access Initiative, Inc.'s sponsor-wide assets grew 38.4%, from $41M to $56M.
Where does Chai, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Chai, Inc. 401(k) Plan ranks in the 85th 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 Chai, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lindfast Solutions Group 401(k) Plan in MN ($49M, 857 participants).
Which 401(k) plans cover a similar participant headcount to Chai, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 271414646.

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.