401(k) · DOL Form 5500 · 2023

Chs Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
113
Participants Small participant base
67th
Percentile by assets National rank
$132,174
Avg per participant Near avg balance/head
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Official DOL plan name: Chs Inc. 401(k) Plan for Union Production Employees · Sponsored by Chs Inc · Minnesota · Wholesale Trade

$15M in assets, 113 participants

Chs Inc's Chs Inc. 401(k) Plan for Union Production Employees reported $15M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,889 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Chs Inc. 401(k) Plan for Union Production Employees covers 113 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#3,889
in Wholesale Trade (6,309 peers)
+14.1%
assets growth YoY

Chs Inc. 401(k) Plan for Union Production Employees's outsized position by total assets

Chs Inc. 401(k) Plan for Union Production Employees vs every filed plan by assets

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

$14,935,639 Top 33% higher than 67% 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

Chs Inc. 401(k) Plan for Union Production Employees 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. Chs Inc. 401(k) Plan for Union Production Employees sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chs Inc. 401(k) Plan for Union Production Employees reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Chs Inc. 401(k) Plan for Union Production Employees end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Chs Inc. 401(k) Plan for Union Production Employees reported participants fell from 116 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410251095 · Chs Inc PY 2023 · 401(k)

Chs Inc. 401(k) Plan for Union Production Employees · $15M · 113 · 67th

  • EOY $15M
  • EOY 113
  • EOY 67th
  • EOY 401(k)
  • EOY near Ampco Pumps Company Inc. Profit Sharing 401(k) Plan
  • EOY ind #3889

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Chs Inc. 401(k) Plan for Union Production Employees in the asset neighbourhood

Chs Inc. 401(k) Plan for Union Production EmployeesChs Inc. 401(k) Plan for Uni…$15MAmpco Pumps Company Inc. Profit Sharing 401(k) PlanAmpco Pumps Company Inc. Pro…$15MC.H. Powell 401(k) Incentive Savings PlanC.H. Powell 401(k) Incentive…$15MWou Employee Stock Ownership 401(k) PlanWou Employee Stock Ownership…$15MAllen & Gerritsen, Inc. 401(k) Retirement PlanAllen & Gerritsen, Inc. 401(…$15M
End-of-year total assets ($M) among Chs Inc. 401(k) Plan for Union Production Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN410251095
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chs Inc)

Sponsor-wide plan assets over time

All Chs Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 19.245475961287504% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.22B $2.65B ▲ +19.4%
Year Plans Participants Total Assets
2022 5 15,980 $2.2B
2023 5 15,950 $2.5B
2024 5 16,958 $2.6B

Nearby 401(k) Plans in Minnesota

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

Chs Inc. 401(k) Plan for Union Production Employees vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Chs Inc. 401(k) Plan for Union Production Employees, Total assets ($B): 0.014935639 · Participants: 113Chs Inc. 401(k) Plan for Union Production EmployeesUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Chs Inc. 401(k) Plan for Union Production Employees vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Chs Inc. 401(k) Plan for Union Production Employees side-by-side with 3 peers →

Chs Inc. 401(k) Plan for Union Production Employees's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ampco Pumps Company Inc. Profit Sharing 401(k) Plan in WI ($15M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Chs Inc. 401(k) Plan for Union Production Employees assets move in 2023? ▼
Chs Inc. 401(k) Plan for Union Production Employees grew at a solid clip - up 14.1% during 2023, from $13M to $15M. Reported net income was $3M.
How have Chs Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chs Inc's sponsor-wide assets grew 19.2%, from $2.2B to $2.6B.
Which 401(k) plans are similar in size to Chs Inc. 401(k) Plan for Union Production Employees? ▼
Among 401(k) plans in other states, the closest by assets is Ampco Pumps Company Inc. Profit Sharing 401(k) Plan in WI ($15M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Chs Inc. 401(k) Plan for Union Production Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 410251095.

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.