401(k) · DOL Form 5500 · 2024

Chapman Partnership 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
134
Participants Small participant base
41st
Percentile by assets National rank
$35,842
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chapman Partnership Employee Savings Plan · Sponsored by Chapman Partnership · Florida · Healthcare & Social Assistance

$5M in assets, 134 participants

Chapman Partnership's Chapman Partnership Employee Savings Plan reported $5M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,464 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Chapman Partnership Employee Savings Plan covers 134 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#7,464
in Healthcare & Social Assistance (16,916 peers)
+4.8%
assets growth YoY

Chapman Partnership Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chapman Partnership Employee Savings Plan vs every filed plan by assets

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

$4,802,817 41st percentile higher than 41% 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

Chapman Partnership Employee 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. Chapman Partnership Employee Savings Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chapman Partnership Employee Savings Plan reported net income rose from $93K in the plan year 2023 filing to $219K in the plan year 2024 filing.
  • Chapman Partnership Employee Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Chapman Partnership Employee Savings Plan reported participants rose from 132 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650425069 · Chapman Partnership PY 2024 · 401(k)

Chapman Partnership Employee Savings Plan · $5M · 134 · 41st

  • PCT $5M
  • PCT 134
  • PCT 41st
  • PCT 401(k)
  • PCT near Gleaners Community Food Bank of Southeastern Michigan 401(k) Plan
  • PCT ind #7464

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Chapman Partnership Employee Savings Plan in the asset neighbourhood

Chapman Partnership Employee Savings PlanChapman Partnership Employee…$5MGleaners Community Food Bank of Southeastern Michigan 401(k) PlanGleaners Community Food Bank…$5MReplicant Solutions, Inc. 401(k) PlanReplicant Solutions, Inc. 40…$5MMma Design LLC 401(k) Plan$5MRose Financial Solutions LLC 401(k) Profit Sharing PlanRose Financial Solutions LLC…$5M
End-of-year total assets ($M) among Chapman Partnership Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$219K
Employer EIN650425069
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chapman Partnership)

Sponsor-wide plan assets over time

All Chapman Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.94665356447873% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.49M $4.8M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 141 $4M
2023 1 132 $5M
2024 1 134 $5M

Nearby 401(k) Plans in Florida

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

Chapman Partnership Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Chapman Partnership Employee Savings Plan, Total assets ($B): 0.004802817 · Participants: 134Chapman Partnership Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Chapman Partnership Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Chapman Partnership Employee Savings Plan side-by-side with 3 peers →

Chapman Partnership Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gleaners Community Food Bank of Southeastern Michigan 401(k) Plan in MI ($5M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Chapman Partnership Employee Savings Plan assets move in 2024? ▼
Chapman Partnership Employee Savings Plan edged up modestly - up 4.8% during 2024, from $5M to $5M. Reported net income was $219K.
How have Chapman Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chapman Partnership's sponsor-wide assets grew 6.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Chapman Partnership Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gleaners Community Food Bank of Southeastern Michigan 401(k) Plan in MI ($5M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Chapman Partnership Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 650425069.

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.