401(k) · DOL Form 5500 · 2023

Ch Holdings USA, Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
267
Participants Below avg headcount
90th
Percentile by assets National rank
$317,042
Avg per participant High balance/head
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Official DOL plan name: Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan · Sponsored by Ch Holdings USA, Inc. · Missouri · Management of Enterprises

$85M in assets, 267 participants

Ch Holdings USA, Inc.'s Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan reported $85M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #847 in Management of Enterprises (1,137 peers)

Coverage in Missouri

Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan covers 267 participants in Missouri, about 36% of the average Missouri filer (state average ~737 per filing). Assets: $85M.

#847
in Management of Enterprises (1,137 peers)
+15.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan's outsized position by total assets

Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan vs every filed plan by assets

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

$84,650,094 Top 10% higher than 90% 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

Ch Holdings, Inc. 401(k) Salary and 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. Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan reported participants rose from 227 in the plan year 2022 filing to 267 in the plan year 2023 filing.
  • Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431840138 · Ch Holdings USA, Inc. PY 2023 · 401(k)

Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan · $85M · 267 · 90th

  • BOOK $85M
  • BOOK 267
  • BOOK 90th
  • BOOK 401(k)
  • BOOK near Carter Ledyard & Milburn LLP 401(k) Retirement Plan
  • BOOK ind #847

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 Management of Enterprises retirement plans → · Plans in Missouri →

Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan in the asset neighbourhood

Ch Holdings, Inc. 401(k) Salary and Profit Sharing PlanCh Holdings, Inc. 401(k) Sal…$85MCarter Ledyard & Milburn LLP 401(k) Retirement PlanCarter Ledyard & Milburn LLP…$85MFrazier & Deeter, LLC 401(k) PlanFrazier & Deeter, LLC 401(k)…$85MVirgin Pulse, Inc. 401(k) PlanVirgin Pulse, Inc. 401(k) Pl…$85MBoice-Willis Clinic, P.a. 401(k) and Profit Sharing PlanBoice-Willis Clinic, P.a. 40…$85M
End-of-year total assets ($M) among Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$85M
Net Income$11M
Employer EIN431840138
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ch Holdings USA, Inc.)

Sponsor-wide plan assets over time

All Ch Holdings USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 32.77347399364823% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.5M $97.6M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 227 $73M
2023 1 267 $85M
2024 1 238 $98M

Nearby 401(k) Plans in Missouri

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

Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan, Total assets ($B): 0.084650094 · Participants: 267Ch Holdings, Inc. 401(k) Salary and Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan side-by-side with 3 peers →

Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Carter Ledyard & Milburn LLP 401(k) Retirement Plan in NY ($85M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan assets move in 2023? ▼
Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan grew sharply - up 15.2% during 2023, from $73M to $85M. Reported net income was $11M.
How have Ch Holdings USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ch Holdings USA, Inc.'s sponsor-wide assets grew 32.8%, from $73M to $98M.
Where does Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carter Ledyard & Milburn LLP 401(k) Retirement Plan in NY ($85M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 431840138.

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.