ESOP · DOL Form 5500 · 2023

Chena Holdings, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
53
Participants Small participant base
49th
Percentile by assets National rank
$118,242
Avg per participant Near avg balance/head
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Official DOL plan name: Chena Holdings Employee Stock Ownership Plan · Sponsored by Chena Holdings, Inc. · Alaska · Management of Enterprises

$6M in assets, 53 participants

Chena Holdings, Inc.'s Chena Holdings Employee Stock Ownership Plan reported $6M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #331 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Chena Holdings Employee Stock Ownership Plan ranks #331 of 1,137 2023 filers by assets (5673% of the sector average)-$6M for 53 participants.

#331
in Management of Enterprises (1,137 peers)
-15.3%
assets change YoY

The plan reported a net loss of $961K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chena Holdings Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Chena Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$6,266,807 49th percentile higher than 49% 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

Chena Holdings Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chena Holdings Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chena Holdings Employee Stock Ownership Plan reported net income fell from $141K in the plan year 2022 filing to -$961K in the plan year 2023 filing.
  • Chena Holdings Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Chena Holdings Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813344534 · Chena Holdings, Inc. PY 2023 · ESOP

Chena Holdings Employee Stock Ownership Plan · $6M · 53 · 49th

  • PHOTO $6M
  • PHOTO 53
  • PHOTO 49th
  • PHOTO ESOP
  • PHOTO near Inland Waterproofing Services, Inc. Employee Stock Ownership Plan & Trust
  • PHOTO ind #331

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 What is an ESOP? → · Plans in Alaska →

Chena Holdings Employee Stock Ownership Plan in the asset neighbourhood

Bishamon Industries Corporation Employee Stock Ownership PlanBishamon Industries Corporat…$6MBingaman & Son Lumber, Inc. Employee Stock Ownership PlanBingaman & Son Lumber, Inc. …$6MChena Holdings Employee Stock Ownership PlanChena Holdings Employee Stoc…$6MInland Waterproofing Services, Inc. Employee Stock Ownership Plan & TrustInland Waterproofing Service…$6MCirtronics Corporation Employee Stock Ownership PlanCirtronics Corporation Emplo…$6M
End-of-year total assets ($M) among Chena Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$3M
Net Income-$961K
Employer EIN813344534
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chena Holdings, Inc.)

Sponsor-wide plan assets over time

All Chena Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.971500722330054% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $7.39M $6.44M ▼ -12.9%
Year Plans Participants Total Assets
2022 1 55 $7M
2023 1 53 $6M
2024 1 66 $6M

Nearby ESOP Plans in Alaska

Peer ESOP plans, same state, same plan type, ranked by total assets.

Chena Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. 050100150 01020304050 Total assets ($M) Participants Chena Holdings Employee Stock Ownership Plan, Total assets ($M): 6.266807 · Participants: 53Chena Holdings Employee Stock Ownership PlanAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 41.82456 · Participants: 135Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 36.793483 · Participants: 37Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 30.126746 · Participants: 47Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustSagaya Corporation Employee Stock Ownership Plan, Total assets ($M): 21.99761 · Participants: 105Sagaya Corporation Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.483711 · Participants: 137Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
Chena Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants
Compare Chena Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

Chena Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alaska, the nearest ESOP by assets is Inland Waterproofing Services, Inc. Employee Stock Ownership Plan & Trust in ID ($6M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Chena Holdings Employee Stock Ownership Plan assets move in 2023? ▼
Chena Holdings Employee Stock Ownership Plan declined sharply - down 15.3% during 2023, from $7M to $6M. Reported net income was -$961K.
How have Chena Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chena Holdings, Inc.'s sponsor-wide assets declined 13.0%, from $7M to $6M.
Which ESOP plans are similar in size to Chena Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Inland Waterproofing Services, Inc. Employee Stock Ownership Plan & Trust in ID ($6M, 44 participants).
Which ESOP plans cover a similar participant headcount to Chena Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 813344534.

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.