Profit Sharing · DOL Form 5500 · 2024
Chestnut Mountain W&s Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Chestnut Mountain W&s Inc. Retirement Plan · Sponsored by Chestnut Mountain W&s Inc. · Georgia · Retail Trade
$1M in assets, 1 participants
Chestnut Mountain W&s Inc.'s Chestnut Mountain W&s Inc. Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #2,916 in Retail Trade (8,048 peers)
2024 asset change
Chestnut Mountain W&s Inc. Retirement Plan pulled back noticeably 8.3% in 2024 ($1M → $1M) for 1 participant.
- #2,916
- in Retail Trade (8,048 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chestnut Mountain W&s Inc. Retirement Plan among the smaller filed plans by assets
Chestnut Mountain W&s Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,096,728 24th percentile higher than 24% 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
Chestnut Mountain W&s Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chestnut Mountain W&s Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chestnut Mountain W&s Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 814167414 · Chestnut Mountain W&s Inc. PY 2024 · Profit Sharing
Chestnut Mountain W&s Inc. Retirement Plan · $1M · 1 · 24th
- IND $1M
- IND 1
- IND 24th
- IND Profit Sharing
- IND near Keating Glass Corporation Profit Sharing Plan
- IND ind #2916
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 Retail Trade retirement plans → · Plans in Georgia →
Chestnut Mountain W&s Inc. Retirement Plan in the asset neighbourhood
Chestnut Mountain W&s Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Chestnut Mountain W&s Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 8.333291542338458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$100K |
| Employer EIN | 814167414 |
| Plan Effective Date | 2016-10-18 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $5.5B · 18,936
- Crh Americas 401(k) Plan $4.2B · 35,710
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.8B · 23,760
- The Emory Clinic, Inc. Retirement Savings Plan $1.0B · 2,448
- Childrens Healthcare of Atlanta Growth Plan $391M · 12,290
Chestnut Mountain W&s Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Keating Glass Corporation Profit Sharing Plan in FL ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.