401(k) · DOL Form 5500 · 2023

Chatham Financial 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
569
Participants Below avg headcount
94th
Percentile by assets National rank
$329,405
Avg per participant High balance/head
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Official DOL plan name: Chatham Financial Corporation 401(k) Plan · Sponsored by Chatham Financial · Pennsylvania · Finance & Insurance

$187M in assets, 569 participants

Chatham Financial's Chatham Financial Corporation 401(k) Plan reported $187M in total assets and 569 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,091 in Finance & Insurance (8,869 peers)

Where Chatham Financial Corporation 401(k) Plan sits by assets

Chatham Financial Corporation 401(k) Plan sits in the top 10% of all filed plans by assets, $187M for 569 participants (~$329,405/participant), up 29.1% in 2023.

#8,091
in Finance & Insurance (8,869 peers)
+29.1%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Chatham Financial Corporation 401(k) Plan's outsized position by total assets

Chatham Financial Corporation 401(k) Plan vs every filed plan by assets

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

$187,431,722 Top 6% higher than 94% 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

Chatham Financial Corporation 401(k) 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. Chatham Financial Corporation 401(k) Plan sits mid-pack in the medium band (569 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chatham Financial Corporation 401(k) Plan reported net income rose from -$25M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Chatham Financial Corporation 401(k) Plan end-of-year assets rose from $145M in the plan year 2022 filing to $187M in the plan year 2023 filing.
  • Chatham Financial Corporation 401(k) Plan reported participants rose from 494 in the plan year 2022 filing to 569 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232659499 · Chatham Financial PY 2023 · 401(k)

Chatham Financial Corporation 401(k) Plan · $187M · 569 · 94th

  • VS-ST $187M
  • BOY 569
  • SCH 94th
  • EBSA 401(k)
  • PART near Zeus 401(k) Plan
  • TYPE ind #8091

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Chatham Financial Corporation 401(k) Plan in the asset neighbourhood

Applied Medical Resources Corporation 401(k) PlanApplied Medical Resources Co…$187MChatham Financial Corporation 401(k) PlanChatham Financial Corporatio…$187MZeus 401(k) Plan$187MEga 401(k) Profit Sharing PlanEga 401(k) Profit Sharing Pl…$187MHamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))Hamilton Beach Brands, Inc. …$187M
End-of-year total assets ($M) among Chatham Financial Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$187M
Net Income$42M
Employer EIN232659499
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chatham Financial)

Sponsor-wide plan assets over time

All Chatham Financial plans reported in each filing year

Latest sponsor-wide plan assets
$234M 61.38816311916395% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $145M $234M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 494 $145M
2023 1 569 $187M
2024 1 672 $234M

Nearby 401(k) Plans in Pennsylvania

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

Chatham Financial Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Chatham Financial Corporation 401(k) Plan, Total assets ($B): 0.187431722 · Participants: 569Chatham Financial Corporation 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Chatham Financial Corporation 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Chatham Financial Corporation 401(k) Plan side-by-side with 3 peers →

Chatham Financial Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Zeus 401(k) Plan in SC ($187M); by covered participants it is Searles Valley Minerals 401(k) Plan in KS (569 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (569 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 Chatham Financial Corporation 401(k) Plan assets move in 2023? ▼
Chatham Financial Corporation 401(k) Plan grew sharply - up 29.1% during 2023, from $145M to $187M. Reported net income was $42M.
How have Chatham Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chatham Financial's sponsor-wide assets grew 61.4%, from $145M to $234M.
Where does Chatham Financial Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Chatham Financial Corporation 401(k) Plan ranks in the 94th 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 Chatham Financial Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zeus 401(k) Plan in SC ($187M, 1,814 participants).
Which 401(k) plans cover a similar participant headcount to Chatham Financial Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Searles Valley Minerals 401(k) Plan in KS (569 participants, $117M 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 232659499.

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.