Profit Sharing · DOL Form 5500 · 2024

Chicago Strategy Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$714,378
Avg per participant High balance/head
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Official DOL plan name: Chicago Strategy Associates, Inc.-Profit Sharing Plan · Sponsored by Chicago Strategy Associates, Inc. · Texas · Professional & Technical Services

$2M in assets, 3 participants

Chicago Strategy Associates, Inc.'s Chicago Strategy Associates, Inc.-Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,248 in Professional & Technical Services (20,173 peers)

Chicago Strategy Associates, Inc. multi-year trail

Chicago Strategy Associates, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Chicago Strategy Associates, Inc.-Profit Sharing Plan at $2M / 3 participants.

#5,248
in Professional & Technical Services (20,173 peers)
+19.7%
assets growth YoY

Chicago Strategy Associates, Inc.-Profit Sharing Plan among the smaller filed plans by assets

Chicago Strategy Associates, Inc.-Profit Sharing Plan vs every filed plan by assets

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

$2,143,134 30th percentile higher than 30% 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

Chicago Strategy Associates, Inc.-Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chicago Strategy Associates, Inc.-Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chicago Strategy Associates, Inc.-Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363818387 · Chicago Strategy Associates, Inc. PY 2024 · Profit Sharing

Chicago Strategy Associates, Inc.-Profit Sharing Plan · $2M · 3 · 30th

  • EOY $2M
  • EOY 3
  • EOY 30th
  • EOY Profit Sharing
  • EOY near Kaiser & Associates, LLC Profit Sharing Plan
  • EOY ind #5248

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 Texas →

Chicago Strategy Associates, Inc.-Profit Sharing Plan in the asset neighbourhood

Chicago Strategy Associates, Inc.-Profit Sharing PlanChicago Strategy Associates,…$2MKaiser & Associates, LLC Profit Sharing PlanKaiser & Associates, LLC Pro…$2MConcord Investment Counsel Inc Profit Sharing Qrp Group PlanConcord Investment Counsel I…$2MKennedy Associates Inc Restated Profit Sharing Retirment PlanKennedy Associates Inc Resta…$2MGlad Employer Contribution 401(a) PlanGlad Employer Contribution 4…$2M
End-of-year total assets ($M) among Chicago Strategy Associates, Inc.-Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Chicago Strategy Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chicago Strategy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.95119764876541% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.83M ▲ +45.1%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $3M
2024 2 6 $4M

Chicago Strategy Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$352K
Employer EIN363818387
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Chicago Strategy Associates, Inc.-Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Chicago Strategy Associates, Inc.-Profit Sharing Plan, Total assets ($B): 0.002143134 · Participants: 3Chicago Strategy Associates, Inc.-Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Chicago Strategy Associates, Inc.-Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Chicago Strategy Associates, Inc.-Profit Sharing Plan side-by-side with 3 peers →

Chicago Strategy Associates, Inc.-Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Kaiser & Associates, LLC Profit Sharing Plan in CA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Chicago Strategy Associates, Inc.-Profit Sharing Plan assets move in 2024? ▼
Chicago Strategy Associates, Inc.-Profit Sharing Plan grew sharply - up 19.7% during 2024, from $2M to $2M. Reported net income was $352K.
How have Chicago Strategy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Strategy Associates, Inc.'s sponsor-wide assets grew 45.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Chicago Strategy Associates, Inc.-Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kaiser & Associates, LLC Profit Sharing Plan in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Chicago Strategy Associates, Inc.-Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 363818387.

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.