401(k) · DOL Form 5500 · 2023

Paul M Chapman Cpa LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 29th
Percentile by assets National rank: $558,299
Avg per participant High balance/head

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Official DOL plan name: Paul M Chapman Cpa LLC 401(k) Plan · Sponsored by Paul M Chapman Cpa LLC · Kansas · Professional & Technical Services

$2M in assets, 3 participants

Paul M Chapman Cpa LLC's Paul M Chapman Cpa LLC 401(k) Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#4,892 in Professional & Technical Services (20,321 peers)

Paul M Chapman Cpa LLC multi-year trail

Paul M Chapman Cpa LLC's plans moved +48.0% in assets from 2022 to 2024; this filing shows Paul M Chapman Cpa LLC 401(k) Plan at $2M / 3 participants.

#4,892
in Professional & Technical Services (20,321 peers): +24.0%
assets growth YoY

Paul M Chapman Cpa LLC 401(k) Plan among the smaller filed plans by assets

Paul M Chapman Cpa LLC 401(k) Plan vs every filed plan by assets

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

$1,674,896 29th percentile higher than 29% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Paul M Chapman Cpa LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul M Chapman Cpa LLC 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Paul M Chapman Cpa LLC 401(k) Plan reported net income rose from -$630K in the plan year 2022 filing to $324K in the plan year 2023 filing.
Paul M Chapman Cpa LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870702622 · Paul M Chapman Cpa LLC PY 2023 · 401(k)

Paul M Chapman Cpa LLC 401(k) Plan · $2M · 3 · 29th

5500 $2M
5500 3
5500 29th
5500 401(k)
5500 near Jones & Jones Management Group 401(k)
5500 ind #4892

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 Professional & Technical Services retirement plans → · Plans in Kansas →

End-of-year total assets ($M) among Paul M Chapman Cpa LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Paul M Chapman Cpa LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 47.970928773570584% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$1M
2023	1	3	$2M
2024	1	3	$2M

Paul M Chapman Cpa LLC filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$324K
Employer EIN	870702622
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Paul M Chapman Cpa LLC 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Koch Employees' Savings Plan $3.9B · 11,911
Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
Black & Veatch Retirement Program $2.7B · 6,890
Garmin International, Inc. Retirement Plan $1.8B · 6,332
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704

Compare Paul M Chapman Cpa LLC 401(k) Plan side-by-side with 3 peers →

Paul M Chapman Cpa LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Jones & Jones Management Group 401(k) in CA ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Jones & Jones Management Group 401(k) (CA) $2M · 94
Cleaves-Bessmer-Marietti, Inc 401(k) Retirement Plan (MO) $2M · 34
Alliance Plastics, LLC 401(k) Profit Sharing Plan (SC) $2M · 126
The Helper Bees 401(k) Plan (TX) $2M · 220

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 Paul M Chapman Cpa LLC 401(k) Plan assets move in 2023? ▼

Paul M Chapman Cpa LLC 401(k) Plan grew sharply - up 24.0% during 2023, from $1M to $2M. Reported net income was $324K.

How have Paul M Chapman Cpa LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Paul M Chapman Cpa LLC's sponsor-wide assets grew 48.0%, from $1M to $2M.

Which 401(k) plans are similar in size to Paul M Chapman Cpa LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jones & Jones Management Group 401(k) in CA ($2M, 94 participants).

Which 401(k) plans cover a similar participant headcount to Paul M Chapman Cpa LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 870702622.