401(k) · DOL Form 5500 · 2024
Chai Trust Company, LLC D/B/a Equity Group Investments 401(k) Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $691,695
- Avg per participant High balance/head
Official DOL plan name: Chai Trust Company Advantage Retirement Savings Plan · Sponsored by Chai Trust Company, LLC D/B/a Equity Group Investments · Illinois · Real Estate
$84M in assets, 122 participants
Chai Trust Company, LLC D/B/a Equity Group Investments's Chai Trust Company Advantage Retirement Savings Plan reported $84M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #4,434 in Real Estate (4,605 peers)
Coverage in Illinois
Chai Trust Company Advantage Retirement Savings Plan covers 122 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $84M.
- #4,434
- in Real Estate (4,605 peers)
- +10.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Chai Trust Company Advantage Retirement Savings Plan's outsized position by total assets
Chai Trust Company Advantage Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,386,751 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Chai Trust Company Advantage Retirement 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. Chai Trust Company Advantage Retirement Savings Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chai Trust Company Advantage Retirement Savings Plan reported net income fell from $15M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Chai Trust Company Advantage Retirement Savings Plan reported participants fell from 140 in the plan year 2023 filing to 122 in the plan year 2024 filing.
- Chai Trust Company Advantage Retirement Savings Plan end-of-year assets rose from $76M in the plan year 2023 filing to $84M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 364268733 · Chai Trust Company, LLC D/B/a Equity Group Investments PY 2024 · 401(k)
Chai Trust Company Advantage Retirement Savings Plan · $84M · 122 · 89th
- EBSA $84M
- EBSA 122
- EBSA 89th
- EBSA 401(k)
- EBSA near Independent Physicians 401(k) Profit Sharing Plan
- EBSA ind #4434
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 Real Estate retirement plans → · Plans in Illinois →
Chai Trust Company Advantage Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $8M |
| Employer EIN | 364268733 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chai Trust Company, LLC D/B/a Equity Group Investments)
Sponsor-wide plan assets over time
All Chai Trust Company, LLC D/B/a Equity Group Investments plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 37.8831418665299% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $61M |
| 2023 | 1 | 140 | $76M |
| 2024 | 1 | 122 | $84M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Chai Trust Company Advantage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Independent Physicians 401(k) Profit Sharing Plan in GA ($84M); by covered participants it is Canvas 401(k) Plan in VA (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Independent Physicians 401(k) Profit Sharing Plan (GA) $84M · 1,323
- Cks Packaging, Inc. 401(k) Plan (GA) $84M · 2,887
- Lowenstein Sandler 401(k) Plan (NJ) $84M · 323
- Ellison Technologies Employees Retirement Savings Plan (CA) $84M · 386
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
- Edward L. Baker Enterprises, Inc. 401(k) Employee Retirement Plan (MO) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.