401(k) · DOL Form 5500 · 2024

Chalmers & Kubeck, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
196
Participants Below avg headcount
77th
Percentile by assets National rank
$150,021
Avg per participant Above avg balance/head
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Official DOL plan name: Chalmers & Kubeck, Inc. 401(k) Plan · Sponsored by Chalmers & Kubeck, Inc. · Pennsylvania · Manufacturing

$29M in assets, 196 participants

Chalmers & Kubeck, Inc.'s Chalmers & Kubeck, Inc. 401(k) Plan reported $29M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,164 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Chalmers & Kubeck, Inc. 401(k) Plan covers 196 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.

#12,164
in Manufacturing (17,777 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Chalmers & Kubeck, Inc. 401(k) Plan's outsized position by total assets

Chalmers & Kubeck, Inc. 401(k) Plan vs every filed plan by assets

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

$29,404,067 Top 23% higher than 77% 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

Chalmers & Kubeck, Inc. 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. Chalmers & Kubeck, Inc. 401(k) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chalmers & Kubeck, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Chalmers & Kubeck, Inc. 401(k) Plan reported participants rose from 174 in the plan year 2023 filing to 196 in the plan year 2024 filing.
  • Chalmers & Kubeck, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231573156 · Chalmers & Kubeck, Inc. PY 2024 · 401(k)

Chalmers & Kubeck, Inc. 401(k) Plan · $29M · 196 · 77th

  • PART $29M
  • TYPE 196
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Master Chemical Corporation Savings Plan
  • BOY ind #12164

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 Pennsylvania →

Chalmers & Kubeck, Inc. 401(k) Plan in the asset neighbourhood

Tn Americas Holdings Inc. 401(k) Retirement Savings PlanTn Americas Holdings Inc. 40…$29MChalmers & Kubeck, Inc. 401(k) PlanChalmers & Kubeck, Inc. 401(…$29MMaster Chemical Corporation Savings PlanMaster Chemical Corporation …$29MInternational Council of Shopping Centers Savings and Investment PlanInternational Council of Sho…$29MLakeland Care, Inc. Retirement Savings PlanLakeland Care, Inc. Retireme…$29M
End-of-year total assets ($M) among Chalmers & Kubeck, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN231573156
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chalmers & Kubeck, Inc.)

Sponsor-wide plan assets over time

All Chalmers & Kubeck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 12.463820778804076% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $33.6M $29.4M ▼ -12.5%
Year Plans Participants Total Assets
2022 2 261 $34M
2023 2 254 $27M
2024 1 196 $29M

Nearby 401(k) Plans in Pennsylvania

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

Chalmers & Kubeck, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Chalmers & Kubeck, Inc. 401(k) Plan, Total assets ($B): 0.029404067 · Participants: 196Chalmers & Kubeck, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Chalmers & Kubeck, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Chalmers & Kubeck, Inc. 401(k) Plan side-by-side with 3 peers →

Chalmers & Kubeck, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Master Chemical Corporation Savings Plan in OH ($29M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Chalmers & Kubeck, Inc. 401(k) Plan assets move in 2024? ▼
Chalmers & Kubeck, Inc. 401(k) Plan grew at a solid clip - up 7.5% during 2024, from $27M to $29M. Reported net income was $2M.
How have Chalmers & Kubeck, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chalmers & Kubeck, Inc.'s sponsor-wide assets declined 12.5%, from $34M to $29M.
Where does Chalmers & Kubeck, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Chalmers & Kubeck, Inc. 401(k) Plan ranks in the 77th 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 Chalmers & Kubeck, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Master Chemical Corporation Savings Plan in OH ($29M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Chalmers & Kubeck, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sai360 401(k) Savings Plan in IL (196 participants, $55M 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 231573156.

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.