How big is Chase Corporation's plan?

Chase Corporation's plan reported $49.4M in assets and 500 participants for 2024.

Original filing (PDF)20251012171352NAL0000850626001

Chase Corporation

Name: Chase Corporation — Chase Corporation 401(k) Plan, Form 5500 (2024)
Creator: Chase Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Chase Corporation 401(k) Plan

401(k) retirement plan · Chase Corporation's Chase Corporation 401(k) Plan held $49.4M in plan assets for 500 participants in 2024, with Newport Group as recordkeeper.

Signals · 1

Late participant contributions

Active participants

500

Accounts w/ balance

706

Plan assets (EOY)

$49.4M

Net assets (EOY)

$49.4M

People on this filing

Paula Eckel signed Chase Corporation's 2024 Form 5500 as plan administrator.

Paula Eckel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chase Corporation's EIN is 11-1797126.

EIN 11-1797126

Plan number 002

Plan year 2024

ACK ID 20251012171352NAL0000850626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chase Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chase Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHASE CORPORATION.

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 102K (2% of contributions).

Plan sponsor

Name

CHASE CORPORATION

EIN

all filings

Address

377 UNIVERSITY AVENUE · WESTWOOD, MA · 02090

Phone

(781) 332-0700

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORD-KEEPER	$90K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES, INC.	13-2638166	WEEHAWKEN, NJ	ADVISOR	$31K	—

Trustee

Investments

38 direct securities· $49.4M(100% of reported assets)

Mutual Funds

$23.3M

17 holdings

Other securities

$19.0M

17 holdings

Common Collective Trusts

$3.6M

2 holdings

Stable Value

$2.6M

1 holding

Bonds / Notes

$717K

1 holding

					% of plan
AMERICAN FUNDS 2030 TARGET RETIRE R6 Mutual Fund	Mutual Funds	—	—	$4.6M	9.2%
JPMORGAN US EQUITY FUND - R6 Mutual Fund	Other securities	—	—	$4.0M	8.2%
AMERICAN FUNDS 2025 TARGET RETIRE R6 Mutual Fund	Mutual Funds	—	—	$3.5M	7.0%
VANGUARD 500 INDEX - ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$3.3M	6.6%
AMERICAN FUNDS 2035 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$2.9M	5.8%
BARON DURABLE ADVANTAGE R6 Mutual Fund	Other securities	—	—	$2.7M	5.5%
AMERICAN FUNDS 2045 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$2.7M	5.5%
PRUDENTIAL GIC FUND Guaranteed Income Fund	Stable Value	—	—	$2.6M	5.4%
JPMORGAN EQUITY INCOME - R6 Mutual Fund	Other securities	—	—	$2.2M	4.4%
AMERICAN FUNDS 2040 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$1.9M	3.9%
PGIM JENNISON INT'L OPPORTUNITIES Mutual Fund	Other securities	—	—	$1.6M	3.3%
AB LARGE CAP GROWTH - Z Mutual Fund	Other securities	—	—	$1.4M	2.9%
AMERICAN FUNDS BALANCED - R6 Mutual Fund	Mutual Funds	—	—	$1.4M	2.7%
JHANCOCK DISCIPLINED VALUE MID CAP R6 Mutual Fund	Other securities	—	—	$1.3M	2.7%
T ROWE PRICE INTEGRATED US SMALL CAP GRO Mutual Fund	Mutual Funds	—	—	$1.2M	2.4%
AMERICAN FUNDS 2050 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$1.2M	2.4%
AMERICAN FUNDS 2020 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$1.1M	2.3%
BARON FOCUSED GROWTH R6 Mutual Fund	Other securities	—	—	$1.1M	2.2%
LOOMIS SAYLES INVESTMENT GRADE BOND - N Mutual Fund	Other securities	—	—	$1.0M	2.1%
OAKMARK R6 Mutual Fund	Other securities	—	—	$870K	1.8%
AMERICAN FUNDS 2055 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$855K	1.7%
ALLSPRING SPECIAL SMALL CAP VALUE Mutual Fund	Other securities	—	—	$832K	1.7%
PARTICIPANT LOANS (3.25% - 9.50%) 0	Bonds / Notes	—	—	$717K	1.5%
AMERICAN FUNDS 2060 TARGET DATE - R6 Mutual Fund	Mutual Funds	—	—	$648K	1.3%
HARTFORD SCHRODERS INTERNATIONAL STOCK Mutual Fund	Other securities	—	—	$592K	1.2%
BLACKROCK ADVANTAGE SMALL CAP K Mutual Fund	Other securities	—	—	$542K	1.1%
VANGUARD SMALL CAP INDEX - ADMIRAL Mutual Fund	Mutual Funds	—	—	$445K	0.9%
AMERICAN FUNDS 2015 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$429K	0.9%
ARTISAN HIGH INCOME - INSTL Mutual Fund	Other securities	—	—	$365K	0.7%
VANGUARD FTSE SOCIAL INDEX FUND ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$347K	0.7%
VANGUARD EXTENDED MARKET INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$327K	0.7%
GMO RESOURCES R6 Mutual Fund	Other securities	—	—	$223K	0.5%
DODGE & COX GLOBAL BOND X Mutual Fund	Mutual Funds	—	—	$144K	0.3%
COLUMBIA BALANCED - I3 Mutual Fund	Other securities	—	—	$119K	0.2%
VANGUARD DEVELOPED MARKETS INDEX - ADM Mutual Fund	Mutual Funds	—	—	$75K	0.2%
AMERICAN FUNDS 2010 TARGET RETIRE - R-6 Mutual Fund	Mutual Funds	—	—	$73K	0.1%
ALLSPRING REAL RETURN Mutual Fund	Other securities	—	—	$49K	<0.1%
MSIF GLOBAL STARS PORTFOLIO CLASS R6 Mutual Fund	Other securities	—	—	$7K	<0.1%