ESOP · DOL Form 5500 · 2024

Chmwarnick, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
27th
Percentile by assets National rank
$47,879
Avg per participant Low balance/head
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Official DOL plan name: Chmwarnick, Inc. Employee Stock Ownership Plan · Sponsored by Chmwarnick, Inc. · Massachusetts · Finance & Insurance

$2M in assets, 32 participants

Chmwarnick, Inc.'s Chmwarnick, Inc. Employee Stock Ownership Plan reported $2M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,400 in Finance & Insurance (8,549 peers)

Chmwarnick, Inc. multi-year trail

Chmwarnick, Inc.'s plans moved -64.5% in assets from 2022 to 2024; this filing shows Chmwarnick, Inc. Employee Stock Ownership Plan at $2M / 32 participants.

#1,400
in Finance & Insurance (8,549 peers)
-28.0%
assets change YoY

The plan reported a net loss of $392K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chmwarnick, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Chmwarnick, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,532,112 27th percentile higher than 27% 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

Chmwarnick, Inc. 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. Chmwarnick, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chmwarnick, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$392K in the plan year 2024 filing.
  • Chmwarnick, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Chmwarnick, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473752261 · Chmwarnick, Inc. PY 2024 · ESOP

Chmwarnick, Inc. Employee Stock Ownership Plan · $2M · 32 · 27th

  • BOOK $2M
  • BOOK 32
  • BOOK 27th
  • BOOK ESOP
  • BOOK near Binkley & Barfield, Inc. Profit Sharing Plan
  • BOOK ind #1400

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 Massachusetts →

Chmwarnick, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Chmwarnick, Inc. Employee Stock Ownership PlanChmwarnick, Inc. Employee St…$2MBinkley & Barfield, Inc. Profit Sharing PlanBinkley & Barfield, Inc. Pro…$2MLifecare Investments, Inc. Employee Stock Ownership PlanLifecare Investments, Inc. E…$2MThermal Technologies, Inc. Employee Stock Ownership PlanThermal Technologies, Inc. E…$2MTechlaw Consultants, Inc. Employee Stock Ownership PlanTechlaw Consultants, Inc. Em…$2M
End-of-year total assets ($M) among Chmwarnick, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Chmwarnick, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chmwarnick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.4578230801726% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $4.31M $1.53M ▼ -64.5%
Year Plans Participants Total Assets
2022 1 41 $4M
2023 1 31 $2M
2024 1 32 $2M

Chmwarnick, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$3M
Net Income-$392K
Employer EIN473752261
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Chmwarnick, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Chmwarnick, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.532112 · Participants: 32Chmwarnick, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Chmwarnick, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Chmwarnick, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Chmwarnick, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Binkley & Barfield, Inc. Profit Sharing Plan in TX ($2M); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Chmwarnick, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Chmwarnick, Inc. Employee Stock Ownership Plan declined sharply - down 28.0% during 2024, from $2M to $2M. Reported net income was -$392K.
How have Chmwarnick, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chmwarnick, Inc.'s sponsor-wide assets declined 64.5%, from $4M to $2M.
Which ESOP plans are similar in size to Chmwarnick, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Binkley & Barfield, Inc. Profit Sharing Plan in TX ($2M, N/A participants).
Which ESOP plans cover a similar participant headcount to Chmwarnick, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants, $607K 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 473752261.

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.