Defined Benefit (Pension) · DOL Form 5500 · 2023
Chs Inc. Pension Plan
Data updated 2026-08-11
- $738M
- Total assets
- 6,730
- Participants
- 98th
- Percentile by assets
- $109,691
- Avg per participant
Official DOL plan name: Chs Inc. Pension Plan · Sponsored by Chs Inc. · Minnesota · Wholesale Trade
$738M in assets, 6,730 participants
Chs Inc.'s Chs Inc. Pension Plan reported $738M in total assets and 6,730 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #6,233 in Wholesale Trade (6,309 peers)
Coverage in Minnesota
Chs Inc. Pension Plan covers 6,730 participants in Minnesota, 6.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $738M.
- $738M
- total plan assets (2023 EOY)
- 6,730
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $109,691
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chs Inc. Pension Plan reported net income rose from -$217M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Chs Inc. Pension Plan end-of-year assets rose from $719M in the plan year 2022 filing to $738M in the plan year 2023 filing.
- Chs Inc. Pension Plan reported participants fell from 6,900 in the plan year 2022 filing to 6,730 in the plan year 2023 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Chs Inc. Pension Plan reports 6,730 participants - 6.0x that state average ($738M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $719M |
|---|---|
| Net Assets (End of Year) | $738M |
| Net Income | $19M |
| Employer EIN | 410251095 |
| Plan Effective Date | 1946-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chs Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 15,980 | $2.2B |
| 2023 | 5 | 15,950 | $2.5B |
| 2024 | 5 | 16,958 | $2.6B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Chs Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
- 3M Employee Retirement Income Plan $14.3B · 10,638
- Mayo Pension Plan $11.0B · 69,155
- The Travelers Pension Plan $4.2B · 24,884
- General Mills Pension Plan I $4.0B · 383
- U.S. Bank Pension Plan $4.0B · 56,287
Scale composition for Chs Inc. Pension Plan
Chs Inc. Pension Plan reports $738M in end-of-year assets across 6,730 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $109,691 per participant (79% of the national average assets-per-participant) . Net income for plan year 2023 was $19M.
This plan identity (EIN 410251095, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $719M to $714M (-0.7%) while covered participants moved from 6,900 to 7,164 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,900 | $719M | Open filing |
| 2023 | 6,730 | $738M | This page |
| 2024 · index core | 7,164 | $714M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Chs Inc. 401(k) Plan (401(k), $1.8B, 8,589 participants)
- Chs Inc. Pension Plan (Defined Benefit (Pension), $714M, 7,164 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Chs Inc. Pension Plan by total assets, not by location.
- Jm Family Enterprises, Inc. Associates' Retirement Plan (FL) $739M · 3,878
- Blue Cross and Blue Shield of Alabama Retirement Plan (AL) $737M · 2,014
- Bwxt Retirement Plan (VA) $737M · 1,837
- Navistar, Inc. Hourly Employees Pension Plan No. 1 (IL) $741M · 840
Frequently Asked Questions
How did Chs Inc. Pension Plan assets move in 2023? ▼
How have Chs Inc. plan assets changed over time? ▼
Where does Chs Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Chs Inc. Pension Plan? ▼
Next read for Chs Inc. Pension Plan
Filing takeaways
Ways to act on Chs Inc. Pension Plan's numbers.
- By total assets, Chs Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
- Chs Inc.'s sponsor-wide assets have grown 19.2% since 2022 across 3 plan years on file. More Wholesale Trade plans