401(k) · DOL Form 5500 · 2023

Chalmers & Kubeck, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
174
Participants Small participant base
78th
Percentile by assets National rank
$157,250
Avg per participant Above avg balance/head
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Official DOL plan name: Chalmers & Kubeck, Inc. 401(k) Plan · Sponsored by Chalmers & Kubeck, Inc. · Pennsylvania · Manufacturing

$27M in assets, 174 participants

Chalmers & Kubeck, Inc.'s Chalmers & Kubeck, Inc. 401(k) Plan reported $27M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,969 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Chalmers & Kubeck, Inc. 401(k) Plan covers 174 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#12,969
in Manufacturing (18,722 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Chalmers & Kubeck, Inc. 401(k) Plan's outsized position by total assets

Chalmers & Kubeck, Inc. 401(k) Plan vs every filed plan by assets

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

$27,361,482 Top 22% higher than 78% 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

Chalmers & Kubeck, Inc. 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. Chalmers & Kubeck, Inc. 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chalmers & Kubeck, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Chalmers & Kubeck, Inc. 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231573156 · Chalmers & Kubeck, Inc. PY 2023 · 401(k)

Chalmers & Kubeck, Inc. 401(k) Plan · $27M · 174 · 78th

  • ASSETS $27M
  • PCT 174
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Infusystem Holdings, Inc. 401(k) Plan
  • IND ind #12969

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Chalmers & Kubeck, Inc. 401(k) Plan in the asset neighbourhood

Foreflight LLC 401(k) Profit Sharing Plan and TrustForeflight LLC 401(k) Profit…$27MChalmers & Kubeck, Inc. 401(k) PlanChalmers & Kubeck, Inc. 401(…$27MInfusystem Holdings, Inc. 401(k) PlanInfusystem Holdings, Inc. 40…$27MWorldwide Equipment Enterprises, Inc. Employees SavingsWorldwide Equipment Enterpri…$27MDeltrol Corp. 401(k) Savings PlanDeltrol Corp. 401(k) Savings…$27M
End-of-year total assets ($M) among Chalmers & Kubeck, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN231573156
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chalmers & Kubeck, Inc.)

Sponsor-wide plan assets over time

All Chalmers & Kubeck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 12.463820778804076% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $33.6M $29.4M ▼ -12.5%
Year Plans Participants Total Assets
2022 2 261 $34M
2023 2 254 $27M
2024 1 196 $29M

Nearby 401(k) Plans in Pennsylvania

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

Chalmers & Kubeck, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Chalmers & Kubeck, Inc. 401(k) Plan, Total assets ($B): 0.027361482 · Participants: 174Chalmers & Kubeck, Inc. 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
Chalmers & Kubeck, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Chalmers & Kubeck, Inc. 401(k) Plan side-by-side with 3 peers →

Chalmers & Kubeck, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Infusystem Holdings, Inc. 401(k) Plan in MI ($27M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Chalmers & Kubeck, Inc. 401(k) Plan assets move in 2023? ▼
Chalmers & Kubeck, Inc. 401(k) Plan grew sharply - up 23.4% during 2023, from $22M to $27M. Reported net income was $5M.
How have Chalmers & Kubeck, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chalmers & Kubeck, Inc.'s sponsor-wide assets declined 12.5%, from $34M to $29M.
Where does Chalmers & Kubeck, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Chalmers & Kubeck, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Chalmers & Kubeck, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infusystem Holdings, Inc. 401(k) Plan in MI ($27M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Chalmers & Kubeck, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 231573156.

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.