Defined Benefit (Pension) · DOL Form 5500 · 2023
Chs Inc. Pension Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 167
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $330,138
- Avg per participant High balance/head
Official DOL plan name: Chs Inc. Retirement Plan for Union Production Employees · Sponsored by Chs Inc. · Minnesota · Wholesale Trade
$55M in assets, 167 participants
Chs Inc.'s Chs Inc. Retirement Plan for Union Production Employees reported $55M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #5,548 in Wholesale Trade (6,309 peers)
Coverage in Minnesota
Chs Inc. Retirement Plan for Union Production Employees covers 167 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $55M.
- #5,548
- in Wholesale Trade (6,309 peers)
- -1.0%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $554K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chs Inc. Retirement Plan for Union Production Employees's outsized position by total assets
Chs Inc. Retirement Plan for Union Production Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,133,121 Top 14% higher than 86% 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. Retirement 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. Retirement Plan for Union Production Employees sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chs Inc. Retirement Plan for Union Production Employees reported net income rose from -$20M in the plan year 2022 filing to -$554K in the plan year 2023 filing.
- Chs Inc. Retirement Plan for Union Production Employees reported participants fell from 185 in the plan year 2022 filing to 167 in the plan year 2023 filing.
- Chs Inc. Retirement Plan for Union Production Employees end-of-year assets fell from $56M in the plan year 2022 filing to $55M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410251095 · Chs Inc. PY 2023 · Defined Benefit (Pension)
Chs Inc. Retirement Plan for Union Production Employees · $55M · 167 · 86th
- PCT $55M
- EIN 167
- RANK 86th
- PHOTO Defined Benefit (Pension)
- IND near Retirement Plan of the Tennessee Farm Bureau Feder
- EOY ind #5548
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. Retirement Plan for Union Production Employees in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$554K |
| 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
Chs Inc. Retirement Plan for Union Production Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Retirement Plan of the Tennessee Farm Bureau Feder in TN ($55M); by covered participants it is Chemtura Corporation Retirement Plan in PA (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Chemtura Corporation Retirement Plan (PA) 167 · 0 off
- IBEW Local Union No. 237 Pension Plan (NY) 167 · 0 off
- Neurosurgical Associates, Ltd. Cash Balance Pension Plan (AZ) 167 · 0 off
- Advanced Radiology Services Cash Balance Plan (MI) 167 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.