Other
2023 plan-year Other DOL Form 5500

Chasse Enterprises, Inc Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Chasse Enterprises, Inc ยท Arizona ยท Construction

What the 2023 filing shows

Chasse Enterprises, Inc Employee Stock Ownership Plan holds $53M for 171 participants - about $312,398 per participant, up 61.4% over the 2023 plan year.

$53M
total plan assets (2023 EOY)
171
covered participants
$312,398
avg assets per participant
+61.4%
assets growth YoY
Total Assets (2023)
$53M
Participants
171
State
Industry
Construction

What the Filing Says About Chasse Enterprises, Inc Employee Stock Ownership Plan

Chasse Enterprises, Inc Employee Stock Ownership Plan is a Other retirement plan sponsored by Chasse Enterprises, Inc, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers 171 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 873346346, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $33M at the beginning of 2023 to $53M at year-end โ€” a gain of 61.4%. Net assets (after liabilities) closed the year at $-1,422,635, with reported net income of $27M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$33M
Total Assets (End of Year)$53M
Net Assets (End of Year)$-1,422,635
Net Income$27M
Plan TypeOther
Employer EIN873346346
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chasse Enterprises, Inc)

Year Plans Participants Total Assets
2022 1 147 $33M
2023 1 171 $53M
2024 1 185 $66M

Nearby Other Plans in Arizona

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Chasse Enterprises, Inc Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Chasse Enterprises, Inc Employee Stock Ownership Plan holds $53M in total assets with 171 participants. It is sponsored by Chasse Enterprises, Inc.
What type of plan is Chasse Enterprises, Inc Employee Stock Ownership Plan?
Chasse Enterprises, Inc Employee Stock Ownership Plan is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 873346346.
Who sponsors the Chasse Enterprises, Inc Employee Stock Ownership Plan?
Chasse Enterprises, Inc Employee Stock Ownership Plan is sponsored by Chasse Enterprises, Inc, located in Arizona. The sponsor's EIN is 873346346 and the plan operates in the Construction industry.
How did Chasse Enterprises, Inc Employee Stock Ownership Plan perform in 2023?
Chasse Enterprises, Inc Employee Stock Ownership Plan grew by 61.4% during 2023, moving from $33M to $53M in total assets. Net income was $27M.
Where can I find official filings for Chasse Enterprises, Inc Employee Stock Ownership Plan?
Official Form 5500 filings for Chasse Enterprises, Inc Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 873346346 or plan name at efast.dol.gov.
How does Chasse Enterprises, Inc Employee Stock Ownership Plan compare to other plans?
You can compare Chasse Enterprises, Inc Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 873346346.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.