401(k) · DOL Form 5500 · 2024

L.J. Thalmann Co. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
148
Participants Small participant base
59th
Percentile by assets National rank
$78,186
Avg per participant Below avg balance/head
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Official DOL plan name: Chalet Employees' Retirement Savings Plan · Sponsored by L.J. Thalmann Co. · Illinois · Retail Trade

$12M in assets, 148 participants

L.J. Thalmann Co.'s Chalet Employees' Retirement Savings Plan reported $12M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,623 in Retail Trade (8,048 peers)

Coverage in Illinois

Chalet Employees' Retirement Savings Plan covers 148 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

#5,623
in Retail Trade (8,048 peers)
+1.2%
assets growth YoY

Chalet Employees' Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Chalet Employees' Retirement Savings Plan vs every filed plan by assets

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

$11,571,576 Top 41% higher than 59% 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

Chalet Employees' Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chalet Employees' Retirement Savings Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chalet Employees' Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $135K in the plan year 2024 filing.
  • Chalet Employees' Retirement Savings Plan reported participants fell from 197 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • Chalet Employees' Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362307723 · L.J. Thalmann Co. PY 2024 · 401(k)

Chalet Employees' Retirement Savings Plan · $12M · 148 · 59th

  • EIN $12M
  • RANK 148
  • PHOTO 59th
  • IND 401(k)
  • EOY near The Hearst Corporation & Hiea Employee Savings Plan
  • 5500 ind #5623

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 Retail Trade retirement plans → · Plans in Illinois →

Chalet Employees' Retirement Savings Plan in the asset neighbourhood

Chalet Employees' Retirement Savings PlanChalet Employees' Retirement…$12MThe Hearst Corporation & Hiea Employee Savings PlanThe Hearst Corporation & Hie…$12MAppfire Technologies, LLC 401(k) PlanAppfire Technologies, LLC 40…$12MTru Community Care 401(k) PlanTru Community Care 401(k) Pl…$12MDC Logistics, LLC 401 (K) PlanDC Logistics, LLC 401 (K) Pl…$12M
End-of-year total assets ($M) among Chalet Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$135K
Employer EIN362307723
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.J. Thalmann Co.)

Sponsor-wide plan assets over time

All L.J. Thalmann Co. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.911212741119014% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.2M $11.6M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 262 $10M
2023 1 197 $11M
2024 1 148 $12M

Nearby 401(k) Plans in Illinois

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

Chalet Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Chalet Employees' Retirement Savings Plan, Total assets ($B): 0.011571576 · Participants: 148Chalet Employees' Retirement Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Chalet Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Chalet Employees' Retirement Savings Plan side-by-side with 3 peers →

Chalet Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Hearst Corporation & Hiea Employee Savings Plan in NC ($12M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Chalet Employees' Retirement Savings Plan assets move in 2024? ▼
Chalet Employees' Retirement Savings Plan edged up modestly - up 1.2% during 2024, from $11M to $12M. Reported net income was $135K.
How have L.J. Thalmann Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.J. Thalmann Co.'s sponsor-wide assets grew 13.9%, from $10M to $12M.
Which 401(k) plans are similar in size to Chalet Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hearst Corporation & Hiea Employee Savings Plan in NC ($12M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Chalet Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 362307723.

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.