· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHATSWORTH PRODUCTS, INC. — CHATSWORTH PRODUCTS, INC EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002143459NAL0001460066001
CHATSWORTH PRODUCTS, INC.
Form 5500
FILING_RECEIVED
CHATSWORTH PRODUCTS, INC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
624
Accounts w/ balance
937
Plan assets (EOY)
$149.3M
Net assets (EOY)
$123.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHATSWORTH PRODUCTS, INC.
.
Find decision makers
Plan sponsor
Name
CHATSWORTH PRODUCTS, INC.
EIN
95-4287760
Address
4175 GUARDIAN STREET · SIMI VALLEY, CA · 93063
Phone
(818) 735-6167
Industry
Manufacturing
see all
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BEESON, HOFFMAN & SIDDALL, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $146.8M
(98% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Chatsworth Products, Inc. 233,743.6176 shares common stock
—
—
$234K
$146.8M
98.3%
Related plans
Similar-size Manufacturing plans
ENERPAC TOOL GROUP CORP
ENERPAC TOOL GROUP 401(K) PLAN
$149.2M · 547 participants
WILSON TOOL INTERNATIONAL, INC.
WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN
$149.6M · 663 participants
MARMON ENGINEERED COMPONENTS COMPANY
MARMON CONSOLIDATED RETIREMENT PLAN
$149.1M · 4,314 participants
SPIRAX SARCO, INC.
SPIRAX SARCO, INC. 401(K) PLAN
$150.7M · 1,242 participants
MESTEK, INC.
MESTEK, INC. 401(K) & PROFIT SHARING PLAN
$147.9M · 1,005 participants
100
Knocking points off
Top holding "Chatsworth Products, Inc. 233,743.6176 shares common stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
SOUTHCO, INC.
PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.
$147.5M · 179 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
