401(k) · DOL Form 5500 · 2024

Chadwick & Edward, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 4
Participants Small participant base: 33rd
Percentile by assets National rank: $674,208
Avg per participant High balance/head

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Official DOL plan name: Chadwick & Edward, Inc. 401(k) Plan · Sponsored by Chadwick & Edward, Inc. · Virginia · Real Estate

$3M in assets, 4 participants

Chadwick & Edward, Inc.'s Chadwick & Edward, Inc. 401(k) Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#2,407 in Real Estate (4,605 peers)

What the 2024 filing shows

Chadwick & Edward, Inc. 401(k) Plan holds $3M for 4 participants - about $674,208 per participant, in the lower half of filed plans by assets.

#2,407
in Real Estate (4,605 peers): +0.0%
assets growth YoY

Chadwick & Edward, Inc. 401(k) Plan among the smaller filed plans by assets

Chadwick & Edward, Inc. 401(k) Plan vs every filed plan by assets

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

$2,696,830 33rd percentile higher than 33% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Chadwick & Edward, Inc. 401(k) 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. Chadwick & Edward, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Chadwick & Edward, Inc. 401(k) Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 824620843 · Chadwick & Edward, Inc. PY 2024 · 401(k)

Chadwick & Edward, Inc. 401(k) Plan · $3M · 4 · 33rd

BOOK $3M
BOOK 4
BOOK 33rd
BOOK 401(k)
BOOK near Agile Investments Retirement Plan
BOOK ind #2407

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 Real Estate retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Chadwick & Edward, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Employer EIN	824620843
Plan Effective Date	2018-02-06
Filing Status	FILING RECEIVED

Sponsor Plan History (Chadwick & Edward, Inc.)

Latest sponsor-wide plan assets: $3M 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$3M
2023	1	3	$3M
2024	1	4	$3M

Nearby 401(k) Plans in Virginia

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

Chadwick & Edward, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Chadwick & Edward, Inc. 401(k) Plan side-by-side with 3 peers →

Chadwick & Edward, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Agile Investments Retirement Plan in CA ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Agile Investments Retirement Plan (CA) $3M · 2
United Methodist Children's Home Retirement Plan (GA) $3M · 86
Citizens Bancorp of Hickman, Inc. Employee Stock Ownership Plan (KY) $3M · 35
Sons Bavarian LLC Dba Bmw/Mini of South Atlanta 401(k) Plan (GA) $3M · 105

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
Arbuckle Dental 401(k) Plan (UT) 4 · 0 off

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 Chadwick & Edward, Inc. 401(k) Plan assets move in 2024? ▼

Chadwick & Edward, Inc. 401(k) Plan held essentially flat - up 0.0% during 2024, from $3M to $3M.

How have Chadwick & Edward, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Chadwick & Edward, Inc.'s sponsor-wide assets grew 0.0%, from $3M to $3M.

Which 401(k) plans are similar in size to Chadwick & Edward, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Agile Investments Retirement Plan in CA ($3M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Chadwick & Edward, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 824620843.