401(k) · DOL Form 5500 · 2023

Ace Hardware of Chattanooga, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
335
Participants Below avg headcount
60th
Percentile by assets National rank
$31,807
Avg per participant Low balance/head
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Official DOL plan name: Ace Hardware of Chattanooga 401(k) Profit Sharing Plan · Sponsored by Ace Hardware of Chattanooga, Inc. · Tennessee · Retail Trade

$11M in assets, 335 participants

Ace Hardware of Chattanooga, Inc.'s Ace Hardware of Chattanooga 401(k) Profit Sharing Plan reported $11M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,968 in Retail Trade (8,414 peers)

Coverage in Tennessee

Ace Hardware of Chattanooga 401(k) Profit Sharing Plan covers 335 participants in Tennessee, about 30% of the average Tennessee filer (state average ~1,126 per filing). Assets: $11M.

#5,968
in Retail Trade (8,414 peers)
+20.4%
assets growth YoY

Ace Hardware of Chattanooga 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Ace Hardware of Chattanooga 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,655,390 Top 40% higher than 60% 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

Ace Hardware of Chattanooga 401(k) Profit Sharing 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. Ace Hardware of Chattanooga 401(k) Profit Sharing Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ace Hardware of Chattanooga 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ace Hardware of Chattanooga 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ace Hardware of Chattanooga 401(k) Profit Sharing Plan reported participants rose from 321 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620803002 · Ace Hardware of Chattanooga, Inc. PY 2023 · 401(k)

Ace Hardware of Chattanooga 401(k) Profit Sharing Plan · $11M · 335 · 60th

  • TYPE $11M
  • NET 335
  • BOOK 60th
  • VS-ST 401(k)
  • BOY near Health Union, LLC 401(k) Profit Sharing Plan
  • SCH ind #5968

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 Retail Trade retirement plans → · Plans in Tennessee →

Ace Hardware of Chattanooga 401(k) Profit Sharing Plan in the asset neighbourhood

Ace Hardware of Chattanooga 401(k) Profit Sharing PlanAce Hardware of Chattanooga …$11MHealth Union, LLC 401(k) Profit Sharing PlanHealth Union, LLC 401(k) Pro…$11M401(k) Plan for Employees of Bom Bank401(k) Plan for Employees of…$11MGlowforge 401(k) Plan$11MFoley Entertainment Group LLC 401(k) PlanFoley Entertainment Group LL…$11M
End-of-year total assets ($M) among Ace Hardware of Chattanooga 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN620803002
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ace Hardware of Chattanooga, Inc.)

Sponsor-wide plan assets over time

All Ace Hardware of Chattanooga, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.278269696159285% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.85M $12.8M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 321 $9M
2023 1 335 $11M
2024 1 368 $13M

Nearby 401(k) Plans in Tennessee

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

Ace Hardware of Chattanooga 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ace Hardware of Chattanooga 401(k) Profit Sharing Plan, Total assets ($B): 0.01065539 · Participants: 335Ace Hardware of Chattanooga 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Ace Hardware of Chattanooga 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ace Hardware of Chattanooga 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ace Hardware of Chattanooga 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Health Union, LLC 401(k) Profit Sharing Plan in PA ($11M); by covered participants it is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Ace Hardware of Chattanooga 401(k) Profit Sharing Plan assets move in 2023? ▼
Ace Hardware of Chattanooga 401(k) Profit Sharing Plan grew sharply - up 20.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Ace Hardware of Chattanooga, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ace Hardware of Chattanooga, Inc.'s sponsor-wide assets grew 44.3%, from $9M to $13M.
Which 401(k) plans are similar in size to Ace Hardware of Chattanooga 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Union, LLC 401(k) Profit Sharing Plan in PA ($11M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Ace Hardware of Chattanooga 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants, $79K 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 620803002.

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.