401(k) · DOL Form 5500 · 2024

Chase Corporation 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
528
Participants Below avg headcount
84th
Percentile by assets National rank
$93,493
Avg per participant Below avg balance/head
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Official DOL plan name: Chase Corporation 401(k) Plan · Sponsored by Chase Corporation · Massachusetts · Manufacturing

$49M in assets, 528 participants

Chase Corporation's Chase Corporation 401(k) Plan reported $49M in total assets and 528 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,730 in Manufacturing (17,777 peers)

Where Chase Corporation 401(k) Plan sits by assets

Chase Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 528 participants (~$93,493/participant), down 5.7% in 2024.

#13,730
in Manufacturing (17,777 peers)
-5.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chase Corporation 401(k) Plan's outsized position by total assets

Chase Corporation 401(k) Plan vs every filed plan by assets

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

$49,364,326 Top 16% higher than 84% 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

Chase Corporation 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. Chase Corporation 401(k) Plan sits mid-pack in the medium band (528 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chase Corporation 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Chase Corporation 401(k) Plan end-of-year assets fell from $52M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Chase Corporation 401(k) Plan reported participants rose from 501 in the plan year 2023 filing to 528 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 111797126 · Chase Corporation PY 2024 · 401(k)

Chase Corporation 401(k) Plan · $49M · 528 · 84th

  • SCH $49M
  • SCH 528
  • SCH 84th
  • SCH 401(k)
  • SCH near Shoe Show Retirement Savings Plan
  • SCH ind #13730

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 Manufacturing retirement plans → · Plans in Massachusetts →

Chase Corporation 401(k) Plan in the asset neighbourhood

Axh Air-Coolers 401(k) Retirement PlanAxh Air-Coolers 401(k) Retir…$49MChase Corporation 401(k) Plan$49MShoe Show Retirement Savings PlanShoe Show Retirement Savings…$49MGordon, Arata, Montgomery, Barnett, Mccollam, Duplantis & Eagan, LLC Equity Members and Staff Profit Sharing PlanGordon, Arata, Montgomery, B…$49MThe Keller Technology Corporation 401(k) Retirement PlanThe Keller Technology Corpor…$49M
End-of-year total assets ($M) among Chase Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$49M
Net Income-$3M
Employer EIN111797126
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chase Corporation)

Sponsor-wide plan assets over time

All Chase Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$58M 9.748461181441991% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.7M $57.8M ▲ +9.8%
Year Plans Participants Total Assets
2022 2 520 $53M
2023 2 552 $60M
2024 2 578 $58M

Nearby 401(k) Plans in Massachusetts

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

Chase Corporation 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Chase Corporation 401(k) Plan, Total assets ($B): 0.049364326 · Participants: 528Chase Corporation 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Chase Corporation 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Chase Corporation 401(k) Plan side-by-side with 3 peers →

Chase Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shoe Show Retirement Savings Plan in NC ($49M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (528 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (528 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 Chase Corporation 401(k) Plan assets move in 2024? ▼
Chase Corporation 401(k) Plan pulled back noticeably - down 5.7% during 2024, from $52M to $49M. Reported net income was -$3M.
How have Chase Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chase Corporation's sponsor-wide assets grew 9.7%, from $53M to $58M.
Where does Chase Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Chase Corporation 401(k) Plan ranks in the 84th 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 Chase Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoe Show Retirement Savings Plan in NC ($49M, 2,471 participants).
Which 401(k) plans cover a similar participant headcount to Chase Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (528 participants, $47M 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 111797126.

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.