Department of Labor filing

CHESTNUT HEALTH SYSTEMS, INC.

CHESTNUT HEALTH SYSTEMS, INC. 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

38filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,568

Reported employer contributions per active participant.

Higher than about 49% of comparable plans

#People in the filing

808

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$175 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 11% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202438out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions49th percentileTypical peer $1,618 · based on 108 comparable plans

Lower reported administrative expense11th percentileTypical peer $78 · based on 113 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CHESTNUT HEALTH SYSTEMS, INC. reported $1,267,056 in employer contributions across the plan and 808 active participants. That works out to $1,568 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy72%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 16.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context38/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,267,056
Participant contributions: $3,770,462
Other contributions: $418,148
Employer share of reported contributions: 25.2%
Beginning assets: $37,144,837
Ending assets: $41,555,541
Ending net assets: $41,526,343
Ending liabilities: $29,198
Total income: $9,987,694
Total expenses: $5,577,271
Administrative expenses: $191,878
Participant loans: $474,299

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,421

2023

$1,409

2024

$1,568

Plan-paid administrative expenses per participant

2022

$210

2023

$216

2024

$175

Active participants

2022

671

2023

790

2024

808

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,568	808	41.6M	20250929113442NAL0026627746001
2023	$1,409	790	37.1M	20241011135513NAL0022881089001
2022	$1,421	671	31.8M	20231009124632NAL0026196641001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 370964629-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 29, 1980
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20250929113442NAL0026627746001

Data sourceDOL Form 5500 bulk data ↗

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