401(k) · DOL Form 5500 · 2024

Chambers & Owen, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
99
Participants Small participant base
56th
Percentile by assets National rank
$101,623
Avg per participant Below avg balance/head
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Official DOL plan name: Chambers & Owen, Inc. 401(k) Union Plan · Sponsored by Chambers & Owen, Inc. · Wisconsin · Wholesale Trade

$10M in assets, 99 participants

Chambers & Owen, Inc.'s Chambers & Owen, Inc. 401(k) Union Plan reported $10M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,868 in Wholesale Trade (6,080 peers)

Chambers & Owen, Inc. multi-year trail

Chambers & Owen, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Chambers & Owen, Inc. 401(k) Union Plan at $10M / 99 participants.

#2,868
in Wholesale Trade (6,080 peers)
+5.1%
assets growth YoY

Chambers & Owen, Inc. 401(k) Union Plan's mid-pack asset rank among Wholesale Trade and all filers

Chambers & Owen, Inc. 401(k) Union Plan vs every filed plan by assets

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

$10,060,724 Top 44% higher than 56% 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

Chambers & Owen, Inc. 401(k) Union 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. Chambers & Owen, Inc. 401(k) Union Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chambers & Owen, Inc. 401(k) Union Plan reported net income fell from $1M in the plan year 2023 filing to $491K in the plan year 2024 filing.
  • Chambers & Owen, Inc. 401(k) Union Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Chambers & Owen, Inc. 401(k) Union Plan reported participants rose from 97 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391285594 · Chambers & Owen, Inc. PY 2024 · 401(k)

Chambers & Owen, Inc. 401(k) Union Plan · $10M · 99 · 56th

  • BOY $10M
  • BOY 99
  • BOY 56th
  • BOY 401(k)
  • BOY near Crossroads Rhode Island 401(k) Retirement Plan
  • BOY ind #2868

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Chambers & Owen, Inc. 401(k) Union Plan in the asset neighbourhood

Chambers & Owen, Inc. 401(k) Union PlanChambers & Owen, Inc. 401(k)…$10MCrossroads Rhode Island 401(k) Retirement PlanCrossroads Rhode Island 401(…$10MComplete Healthcare Resources, Inc. Savings and Investment Retirement PlanComplete Healthcare Resource…$10MCentral Dermatology Center PA 401(k) Profit Sharing PlanCentral Dermatology Center P…$10MThe Harold Leever Regional Cancer Center 401(k) PlanThe Harold Leever Regional C…$10M
End-of-year total assets ($M) among Chambers & Owen, Inc. 401(k) Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Chambers & Owen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chambers & Owen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 15.26270385062757% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.4M $43.1M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 213 $37M
2023 2 200 $42M
2024 2 203 $43M

Chambers & Owen, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$491K
Employer EIN391285594
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Chambers & Owen, Inc. 401(k) Union Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Chambers & Owen, Inc. 401(k) Union Plan, Total assets ($B): 0.010060724 · Participants: 99Chambers & Owen, Inc. 401(k) Union PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Chambers & Owen, Inc. 401(k) Union Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Chambers & Owen, Inc. 401(k) Union Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Crossroads Rhode Island 401(k) Retirement Plan in RI ($10M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Chambers & Owen, Inc. 401(k) Union Plan assets move in 2024? ▼
Chambers & Owen, Inc. 401(k) Union Plan grew at a solid clip - up 5.1% during 2024, from $10M to $10M. Reported net income was $491K.
How have Chambers & Owen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chambers & Owen, Inc.'s sponsor-wide assets grew 15.3%, from $37M to $43M.
Which 401(k) plans are similar in size to Chambers & Owen, Inc. 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crossroads Rhode Island 401(k) Retirement Plan in RI ($10M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Chambers & Owen, Inc. 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 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 391285594.

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.