401(k) · DOL Form 5500 · 2023

Chappell, Chappell and Newman, Attorneys, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
36th
Percentile by assets National rank
$118,801
Avg per participant Near avg balance/head
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Official DOL plan name: Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust · Sponsored by Chappell, Chappell and Newman, Attorneys, LLC · South Carolina · Professional & Technical Services

$3M in assets, 25 participants

Chappell, Chappell and Newman, Attorneys, LLC's Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,572 in Professional & Technical Services (20,321 peers)

Chappell, Chappell and Newman, Attorneys, LLC multi-year trail

Chappell, Chappell and Newman, Attorneys, LLC's plans moved +15.1% in assets from 2023 to 2024; this filing shows Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust at $3M / 25 participants.

#6,572
in Professional & Technical Services (20,321 peers)
-41.5%
assets change YoY

The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,970,023 36th percentile higher than 36% 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

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 922269807 · Chappell, Chappell and Newman, Attorneys, LLC PY 2023 · 401(k)

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust · $3M · 25 · 36th

  • EOY $3M
  • 5500 25
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Jeffrey Campbell, LLC 401(k) Profit Sharing Plan
  • RANK ind #6572

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & TrustChappell, Smith & Arden, PA …$3MJeffrey Campbell, LLC 401(k) Profit Sharing PlanJeffrey Campbell, LLC 401(k)…$3MMoen Management, LLC 401(k) Profit Sharing PlanMoen Management, LLC 401(k) …$3MSomerset Community Services, Inc. 401(k) PlanSomerset Community Services,…$3MCenters for Pain Control, Inc. 401(k) Profit Sharing PlanCenters for Pain Control, In…$3M
End-of-year total assets ($M) among Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chappell, Chappell and Newman, Attorneys, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Chappell, Chappell and Newman, Attorneys, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.10341839103603% vs 2023
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 20232024 $2.97M $3.42M ▲ +15.2%
Year Plans Participants Total Assets
2023 1 25 $3M
2024 1 6 $3M

Chappell, Chappell and Newman, Attorneys, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$353K
Employer EIN922269807
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002970023 · Participants: 25Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Jeffrey Campbell, LLC 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust contracted severely - down 41.5% during 2023, from $5M to $3M. Reported net income was -$353K.
How have Chappell, Chappell and Newman, Attorneys, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Chappell, Chappell and Newman, Attorneys, LLC's sponsor-wide assets grew 15.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jeffrey Campbell, LLC 401(k) Profit Sharing Plan in CA ($3M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 participants, N/A 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 922269807.

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.