Defined Benefit (Pension) · DOL Form 5500 · 2023
Chs Inc. Pension Plan
Data updated 2026-08-25
- $738M
- Total assets Above avg plan size
- 6,730
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $109,691
- Avg per participant Below avg balance/head
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.
- #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.
- #6,233
- in Wholesale Trade (6,309 peers)
- +2.7%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
Chs Inc. Pension Plan's outsized position by total assets
Chs Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$738,220,329 Top 2% higher than 98% 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
Chs Inc. Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chs Inc. Pension Plan lands in the large band (6,730 participants).
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.
EBSA filing schedule strip
Filing strip 410251095 · Chs Inc. PY 2023 · Defined Benefit (Pension)
Chs Inc. Pension Plan · $738M · 6,730 · 98th
- BOY $738M
- BOY 6,730
- BOY 98th
- BOY Defined Benefit (Pension)
- BOY near Jm Family Enterprises, Inc. Associates' Retirement Plan
- BOY ind #6233
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. Pension Plan in the asset neighbourhood
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.)
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
| 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.
- 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)
Chs Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Jm Family Enterprises, Inc. Associates' Retirement Plan in FL ($739M); by covered participants it is The Cultural Institutions Pension Plan in NY (6,665 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($738M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,730 participants); asset peers above are excluded.
- The Cultural Institutions Pension Plan (NY) 6,665 · 65 off
- Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan (VA) 6,658 · 72 off
- Jefferson Defined Benefit Plan (PA) 6,814 · 84 off
- Northwest Airlines Pension Plan for Contract Employees (GA) 6,817 · 87 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.