401(k) · DOL Form 5500 · 2024

Chipps, Caffrey & Dubilier, P.S.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
123
Participants Small participant base
69th
Percentile by assets National rank
$153,520
Avg per participant Above avg balance/head
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Official DOL plan name: Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan · Sponsored by Chipps, Caffrey & Dubilier, P.S.C. · Kentucky · Healthcare & Social Assistance

$19M in assets, 123 participants

Chipps, Caffrey & Dubilier, P.S.C.'s Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan reported $19M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,497 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan covers 123 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $19M.

#12,497
in Healthcare & Social Assistance (16,916 peers)
-2.1%
assets change YoY

The plan reported a net loss of $406K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan's outsized position by total assets

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan vs every filed plan by assets

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

$18,882,938 Top 31% higher than 69% 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

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and 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. Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$406K in the plan year 2024 filing.
  • Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan reported participants rose from 106 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610714497 · Chipps, Caffrey & Dubilier, P.S.C. PY 2024 · 401(k)

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan · $19M · 123 · 69th

  • NET $19M
  • BOOK 123
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Athens Paper Company, Inc. 401(k) Retirement Plan
  • EBSA ind #12497

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 Kentucky →

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan in the asset neighbourhood

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings PlanChipps, Caffrey & Dubilier P…$19MAthens Paper Company, Inc. 401(k) Retirement PlanAthens Paper Company, Inc. 4…$19MMonolith Materials, Inc. 401(k) PlanMonolith Materials, Inc. 401…$19MBetts Company 401(k) Retirement Savings and Profit Sharing PlanBetts Company 401(k) Retirem…$19MThe Mastercorp, Inc. 401(k) Retirement Savings PlanThe Mastercorp, Inc. 401(k) …$19M
End-of-year total assets ($M) among Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$406K
Employer EIN610714497
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chipps, Caffrey & Dubilier, P.S.C.)

Sponsor-wide plan assets over time

All Chipps, Caffrey & Dubilier, P.S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 10.779425547862171% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $17.1M $18.9M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 106 $17M
2023 1 106 $19M
2024 1 123 $19M

Nearby 401(k) Plans in Kentucky

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

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan, Total assets ($B): 0.018882938 · Participants: 123Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan side-by-side with 3 peers →

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Athens Paper Company, Inc. 401(k) Retirement Plan in TN ($19M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan assets move in 2024? ▼
Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan edged down modestly - down 2.1% during 2024, from $19M to $19M. Reported net income was -$406K.
How have Chipps, Caffrey & Dubilier, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chipps, Caffrey & Dubilier, P.S.C.'s sponsor-wide assets grew 10.8%, from $17M to $19M.
Which 401(k) plans are similar in size to Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Athens Paper Company, Inc. 401(k) Retirement Plan in TN ($19M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Chipps, Caffrey & Dubilier P.S.C. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 610714497.

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.