How big is Chamberlain Group's plan?

Chamberlain Group's plan reported $3.5M in assets and 11 participants for 2023.

Original filing (PDF)20241002111427NAL0008701601001

Chamberlain Group

Name: Chamberlain Group — Chamberlain Group 401(k) Profit, Form 5500 (2023)
Creator: Chamberlain Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chamberlain Group 401(k) Profit Sharing Plan

401(k) retirement plan · Chamberlain Group's Chamberlain Group 401(k) Profit Sharing Plan held $3.5M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Chamberlain Group's EIN is 33-0812494.

EIN 33-0812494

Plan number 001

Plan year 2023

ACK ID 20241002111427NAL0008701601001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Chamberlain Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Chamberlain Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CHAMBERLAIN GROUP

EIN

all filings

Address

2050 MAIN STREET, SUITE 950 · IRVINE, CA · 92614

Phone

(949) 553-0313

Industry

Finance & Insurance

Plan administrator