ESOP · DOL Form 5500 · 2024

Chandler Asset Management, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
35
Participants Small participant base
64th
Percentile by assets National rank
$415,991
Avg per participant High balance/head
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Official DOL plan name: Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Chandler Asset Management, Inc. · California · Finance & Insurance

$15M in assets, 35 participants

Chandler Asset Management, Inc.'s Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust reported $15M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,095 in Finance & Insurance (8,549 peers)

Chandler Asset Management, Inc. multi-year trail

Chandler Asset Management, Inc.'s plans moved +173.3% in assets from 2022 to 2024; this filing shows Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust at $15M / 35 participants.

#4,095
in Finance & Insurance (8,549 peers)
+91.2%
assets growth YoY

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$14,559,696 Top 36% higher than 64% 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

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 30 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330570869 · Chandler Asset Management, Inc. PY 2024 · ESOP

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust · $15M · 35 · 64th

  • VS-ST $15M
  • BOY 35
  • SCH 64th
  • EBSA ESOP
  • PART near Mclaren Technical Services, Inc. Employee Stock Ownership Plan
  • TYPE ind #4095

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 What is an ESOP? → · Plans in California →

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Nagle Paving Company Employee Stock Ownership PlanNagle Paving Company Employe…$15MMclaren Technical Services, Inc. Employee Stock Ownership PlanMclaren Technical Services, …$15MChandler Asset Management, Inc. Employee Stock Ownership Plan and TrustChandler Asset Management, I…$15MBane-Welker Employee Stock Ownership PlanBane-Welker Employee Stock O…$15MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$15M
End-of-year total assets ($M) among Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Chandler Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chandler Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 173.2931631547324% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.33M $14.6M ▲ +173.2%
Year Plans Participants Total Assets
2022 1 26 $5M
2023 1 30 $8M
2024 1 35 $15M

Chandler Asset Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN330570869
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.014559696 · Participants: 35Chandler Asset Management, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ ($15M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust surged - up 91.2% during 2024, from $8M to $15M. Reported net income was $3M.
How have Chandler Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chandler Asset Management, Inc.'s sponsor-wide assets grew 173.3%, from $5M to $15M.
Which ESOP plans are similar in size to Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ ($15M, 157 participants).
Which ESOP plans cover a similar participant headcount to Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 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 330570869.

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.