Defined Benefit (Pension) · DOL Form 5500 · 2024
Chs Inc. Pension Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 168
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $309,982
- Avg per participant High balance/head
Official DOL plan name: Chs Inc. Retirement Plan for Union Production Employees · Sponsored by Chs Inc. · Minnesota · Wholesale Trade
$52M in assets, 168 participants
Chs Inc.'s Chs Inc. Retirement Plan for Union Production Employees reported $52M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #5,216 in Wholesale Trade (6,080 peers)
Coverage in Minnesota
Chs Inc. Retirement Plan for Union Production Employees covers 168 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $52M.
- #5,216
- in Wholesale Trade (6,080 peers)
- -5.5%
- 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.
Chs Inc. Retirement Plan for Union Production Employees's outsized position by total assets
Chs Inc. Retirement Plan for Union Production Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,076,897 Top 15% higher than 85% 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
Chs Inc. Retirement Plan for Union Production Employees 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. Chs Inc. Retirement Plan for Union Production Employees sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chs Inc. Retirement Plan for Union Production Employees reported net income fell from -$554K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Chs Inc. Retirement Plan for Union Production Employees end-of-year assets fell from $55M in the plan year 2023 filing to $52M in the plan year 2024 filing.
DOL schedule card
Filing strip 410251095 · Chs Inc. PY 2024 · Defined Benefit (Pension)
Chs Inc. Retirement Plan for Union Production Employees · $52M · 168 · 85th
- PART $52M
- TYPE 168
- NET 85th
- BOOK Defined Benefit (Pension)
- VS-ST near Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC
- BOY ind #5216
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 Minnesota →
Chs Inc. Retirement Plan for Union Production Employees in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$3M |
| Employer EIN | 410251095 |
| Plan Effective Date | 1946-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chs Inc.)
Sponsor-wide plan assets over time
All Chs Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 19.245475961287504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 15,980 | $2.2B |
| 2023 | 5 | 15,950 | $2.5B |
| 2024 | 5 | 16,958 | $2.6B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Mayo Pension Plan $11.8B · 71,743
- 3M Employee Retirement Income Plan $8.9B · 9,132
- Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
- U.S. Bank Pension Plan $4.4B · 62,822
- The Travelers Pension Plan $4.2B · 27,237
Chs Inc. Retirement Plan for Union Production Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC in GA ($52M); by covered participants it is Quincy Mutual Fire Insurance Company Retirement Plan in MA (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Quincy Mutual Fire Insurance Company Retirement Plan (MA) 168 · 0 off
- Audemars Piguet (North America) Inc. Cash Balance Plan (FL) 168 · 0 off
- A-E-F-C Pension Plan (IL) 168 · 0 off
- Abbott - Abbvie Multiple Employer Pension Plan (IL) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.