Chase Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chase Corporation (EIN 11-1797126) is a plan sponsor located in Westwood, MA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-1797126
Location
Westwood, MA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$60,380,381
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$60,380,381

Contributions & income

Employer contributions
$1,310,646
Participant contributions
$2,533,251
Total income / additions
$13,067,049

Expenses & distributions

Benefits paid / distributions
$5,243,013
Total expenses
$5,381,477
Net increase / (decrease)
$7,685,572

Coverage

Total reported participants
1,370
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Chase Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Chase Corporation 401(K) Plan002722$52,331,1562023
Pension Plan For Employees Of Chase Corporation001112$8,049,2252023
Chase Corporation Welfare Benefits Plan501536not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Chase Corporation
YearPlanParticipantsSchedulesFiling
2023Chase Corporation 401(K) Plan722H, C20241014074320NAL0043789328001
2023Pension Plan For Employees Of Chase Corporation112H, C20241014074430NAL0014608355001
2023Chase Corporation Welfare Benefits Plan536C20250115112334NAL0043775282001

Related Form 5500 pages