ESOP · DOL Form 5500 · 2024

D.F. Chase, Inc., Dba Chase Construction Group ESOP

Data updated 2026-08-25

$93M
Total assets Below avg plan size
72
Participants Small participant base
90th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: The Chase Construction Group Employee Stock Ownership Plan · Sponsored by D.F. Chase, Inc., Dba Chase Construction Group · Tennessee · Construction

$93M in assets, 72 participants

D.F. Chase, Inc., Dba Chase Construction Group's The Chase Construction Group Employee Stock Ownership Plan reported $93M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,984 in Construction (9,039 peers)

Where The Chase Construction Group Employee Stock Ownership Plan sits by assets

The Chase Construction Group Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $93M for 72 participants (~$1.3M/participant), up 40.7% in 2024.

#7,984
in Construction (9,039 peers)
+40.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Chase Construction Group Employee Stock Ownership Plan's outsized position by total assets

The Chase Construction Group Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$92,827,627 Top 10% higher than 90% of 123,620 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 2024

The Chase Construction Group Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chase Construction Group Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Chase Construction Group Employee Stock Ownership Plan end-of-year assets rose from $66M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • The Chase Construction Group Employee Stock Ownership Plan reported net income rose from $21M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • The Chase Construction Group Employee Stock Ownership Plan reported participants rose from 70 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 621298273 · D.F. Chase, Inc., Dba Chase Construction Group PY 2024 · ESOP

The Chase Construction Group Employee Stock Ownership Plan · $93M · 72 · 90th

  • BOOK $93M
  • BOOK 72
  • BOOK 90th
  • BOOK ESOP
  • BOOK near Timberworks Employee Stock Ownership Plan
  • BOOK ind #7984

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 Tennessee →

The Chase Construction Group Employee Stock Ownership Plan in the asset neighbourhood

The Chase Construction Group Employee Stock Ownership PlanThe Chase Construction Group…$93MTimberworks Employee Stock Ownership PlanTimberworks Employee Stock O…$93MPittsburg Tank & Tower Group, Inc. Employee Stock Ownership PlanPittsburg Tank & Tower Group…$93MSpan Employee Stock Ownership PlanSpan Employee Stock Ownershi…$93MTecnico Corporation Employee Stock Ownership PlanTecnico Corporation Employee…$92M
End-of-year total assets ($M) among The Chase Construction Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$83M
Net Income$27M
Employer EIN621298273
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.F. Chase, Inc., Dba Chase Construction Group)

Sponsor-wide plan assets over time

All D.F. Chase, Inc., Dba Chase Construction Group plans reported in each filing year

Latest sponsor-wide plan assets
$101M 124.81680591099484% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $45.1M $101M ▲ +124.8%
Year Plans Participants Total Assets
2022 1 69 $45M
2023 1 70 $66M
2024 2 144 $101M

Nearby ESOP Plans in Tennessee

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

The Chase Construction Group Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants The Chase Construction Group Employee Stock Ownership Plan, Total assets ($M): 92.827627 · Participants: 72The Chase Construction Group Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
The Chase Construction Group Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare The Chase Construction Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Chase Construction Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Timberworks Employee Stock Ownership Plan in CA ($93M); by covered participants it is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Chase Construction Group Employee Stock Ownership Plan assets move in 2024? ▼
The Chase Construction Group Employee Stock Ownership Plan surged - up 40.7% during 2024, from $66M to $93M. Reported net income was $27M.
How have D.F. Chase, Inc., Dba Chase Construction Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.F. Chase, Inc., Dba Chase Construction Group's sponsor-wide assets grew 124.8%, from $45M to $101M.
Where does The Chase Construction Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Chase Construction Group Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Chase Construction Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Timberworks Employee Stock Ownership Plan in CA ($93M, 798 participants).
Which ESOP plans cover a similar participant headcount to The Chase Construction Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621298273.

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.