401(k) · DOL Form 5500 · 2024

Chambers & Owen, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
104
Participants Small participant base
79th
Percentile by assets National rank
$317,760
Avg per participant High balance/head
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Official DOL plan name: Chambers & Owen, Inc. 401(k) Plan · Sponsored by Chambers & Owen, Inc. · Wisconsin · Wholesale Trade

$33M in assets, 104 participants

Chambers & Owen, Inc.'s Chambers & Owen, Inc. 401(k) Plan reported $33M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,725 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Chambers & Owen, Inc. 401(k) Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $33M.

#4,725
in Wholesale Trade (6,080 peers)
+0.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Chambers & Owen, Inc. 401(k) Plan's outsized position by total assets

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

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

$33,047,027 Top 21% higher than 79% 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) 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. Chambers & Owen, Inc. 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chambers & Owen, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $131K in the plan year 2024 filing.
  • Chambers & Owen, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $33M 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) Plan · $33M · 104 · 79th

  • IND $33M
  • IND 104
  • IND 79th
  • IND 401(k)
  • IND near Fidelity Bank 401(k) Retirement Plan
  • IND ind #4725

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) Plan in the asset neighbourhood

Chambers & Owen, Inc. 401(k) PlanChambers & Owen, Inc. 401(k)…$33MFidelity Bank 401(k) Retirement PlanFidelity Bank 401(k) Retirem…$33MEnzo Biochem, Inc. Salary Reduction Profit Sharing PlanEnzo Biochem, Inc. Salary Re…$33MLignetics, Inc. Retirement PlanLignetics, Inc. Retirement P…$33MToyotomi America Corporation 401(k) PlanToyotomi America Corporation…$33M
End-of-year total assets ($M) among Chambers & Owen, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$33M
Net Income$131K
Employer EIN391285594
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chambers & Owen, Inc.)

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

Nearby 401(k) Plans in Wisconsin

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

Chambers & Owen, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Chambers & Owen, Inc. 401(k) Plan, Total assets ($B): 0.033047027 · Participants: 104Chambers & Owen, Inc. 401(k) 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) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Chambers & Owen, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Fidelity Bank 401(k) Retirement Plan in LA ($33M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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) Plan assets move in 2024? ▼
Chambers & Owen, Inc. 401(k) Plan held essentially flat - up 0.4% during 2024, from $33M to $33M. Reported net income was $131K.
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.
Where does Chambers & Owen, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Chambers & Owen, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Chambers & Owen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fidelity Bank 401(k) Retirement Plan in LA ($33M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Chambers & Owen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 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.