401(k) · DOL Form 5500 · 2023

Chapman Partnership 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
132
Participants Small participant base
43rd
Percentile by assets National rank
$34,724
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chapman Partnership Employee Savings Plan · Sponsored by Chapman Partnership · Florida · Healthcare & Social Assistance

$5M in assets, 132 participants

Chapman Partnership's Chapman Partnership Employee Savings Plan reported $5M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,165 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Chapman Partnership Employee Savings Plan covers 132 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#8,165
in Healthcare & Social Assistance (17,684 peers)
+2.1%
assets growth YoY

Chapman Partnership Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chapman Partnership Employee Savings Plan vs every filed plan by assets

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

$4,583,520 43rd percentile higher than 43% 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

Chapman Partnership Employee Savings 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. Chapman Partnership Employee Savings Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chapman Partnership Employee Savings Plan reported net income rose from -$545K in the plan year 2022 filing to $93K in the plan year 2023 filing.
  • Chapman Partnership Employee Savings Plan reported participants fell from 141 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Chapman Partnership Employee Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650425069 · Chapman Partnership PY 2023 · 401(k)

Chapman Partnership Employee Savings Plan · $5M · 132 · 43rd

  • BOOK $5M
  • VS-ST 132
  • BOY 43rd
  • SCH 401(k)
  • EBSA near Ball, Bounce & Sport, Inc 401(k) Plan
  • PART ind #8165

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Chapman Partnership Employee Savings Plan in the asset neighbourhood

Chapman Partnership Employee Savings PlanChapman Partnership Employee…$5MBall, Bounce & Sport, Inc 401(k) PlanBall, Bounce & Sport, Inc 40…$5MSystems Integration & Development 401(k) Profit Sharing Plan and TrustSystems Integration & Develo…$5MCrystal Springs Services, Inc. 401(k) PlanCrystal Springs Services, In…$5MMn Head & Neck Pain Clinic 401(k) Savings PlanMn Head & Neck Pain Clinic 4…$5M
End-of-year total assets ($M) among Chapman Partnership Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$93K
Employer EIN650425069
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chapman Partnership)

Sponsor-wide plan assets over time

All Chapman Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.94665356447873% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.49M $4.8M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 141 $4M
2023 1 132 $5M
2024 1 134 $5M

Nearby 401(k) Plans in Florida

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

Chapman Partnership Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Chapman Partnership Employee Savings Plan, Total assets ($B): 0.00458352 · Participants: 132Chapman Partnership Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Chapman Partnership Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Chapman Partnership Employee Savings Plan side-by-side with 3 peers →

Chapman Partnership Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ball, Bounce & Sport, Inc 401(k) Plan in OH ($5M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Chapman Partnership Employee Savings Plan assets move in 2023? ▼
Chapman Partnership Employee Savings Plan edged up modestly - up 2.1% during 2023, from $4M to $5M. Reported net income was $93K.
How have Chapman Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chapman Partnership's sponsor-wide assets grew 6.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Chapman Partnership Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ball, Bounce & Sport, Inc 401(k) Plan in OH ($5M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Chapman Partnership Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 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 650425069.

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.