My Plan Facts

New Jersey › Transportation and warehousing › 100 to 249 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Consolidated Chassis Management, LLC 401(k)

Sponsored by Consolidated Chassis Management, LLC, Rockaway, NJ

401(k) planautomatic enrollment

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$12.5Mnet assets, end of plan year+20% on the year
155participants108 active
$80,906net assets per participantsame-size median $60,185
$2,790employer contributions per active participantsame-size median $2,447

In the plan year ending 31 Dec 2024, Consolidated Chassis Management, LLC 401(k) covered 155 participants and held $12.5M in net assets. The plan is a 401(k) plan sponsored by Consolidated Chassis Management, LLC of Rockaway, New Jersey.

Net assets came to $80,906 per participant, well above the $60,185 median for defined contribution plans with 100 to 249 participants and well above the $32,883 median for defined contribution plans in transportation and warehousing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $301K during the year, or $2,790 per active participant against a same-size median of $2,447; participants contributed $758K and $281K arrived as rollovers and other contributions. Benefits paid out totalled $516K.

Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $39K: $252 per participant, well above the same-size median of $194. Administrative expenses charged to the plan were $39K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $1.2M in 2013 to $12.5M in 2024 (up 935%), and participants from 130 to 155 (up 19%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$80,906$60,185$32,883$53,102
Employer contributions per active participant$2,790$2,447$1,396$2,175
Schedule C compensation per participant$252$194$113$123
Schedule C compensation, share of net assets0.31%0.32%0.33%0.26%
Administrative expenses per participant$252$176$97.79$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), transportation and warehousing (1,909) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2013: $1.2M2014: $1.9M2015: $2.7M2016: $3.6M2017: $5.1M2018: $5.7M2019: $7.8M2020: $9.3M2021: $10.7M2022: $8.5M2023: $10.4M2024: $12.5M$1.2M$12.5M2013201620202024
Net assets at year end
2013: 1302014: 1492015: 1442016: 1572017: 1492018: 1642019: 1812020: 1702021: 1452022: 1392023: 1492024: 1551301811552013201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024155$12.5M$80,903$301K$758K$39K
2023149$10.4M$70,101$314K$762K$34K
2022139$8.5M$61,273$247K$663K$33K
2021145$10.7M$73,986$250K$677K$36K
2020170$9.3M$54,553$289K$716K$32K
2019181$7.8M$43,022$293K$699K$30K
2018164$5.7M$34,640$282K$630K$27K
2017149$5.1M$34,530$264K$569K$30K
2016157$3.6M$22,904$259K$499K$24K
2015144$2.7M$18,729$256K$492K$15K
2014149$1.9M$12,839$237K$429K$8,000
2013130$1.2M$9,323$374K$203K$0

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$10,444,688
  • Employer contributions$301,337
  • Participant contributions$757,907
  • Rollovers and other contributions$280,863
  • Total contributions$1,340,107
  • Total income, including investment results$2,651,363
  • Benefits paid$516,486
  • Administrative expenses$39,066
  • Total expenses$555,552
  • Net income$2,095,811
  • Net transfers$0
  • Net assets, end of year$12,540,499

Participants

  • Active participants108
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits47
  • Participants with account balances154
  • Total participants, end of year155

Fees and service providers

$39KSchedule C compensation to organisations$39K direct · $0 indirect
$252per participantsame-size median $194
0.31%of net assetssame-size median 0.32%
$39Kadministrative expenses charged to the plan$252 per participant
OrganisationServices reportedDirectIndirect
Wells Fargo AdvisorsInvestment advisory (plan)$22,700$0
The Vanguard Group, Inc.Participant loan processing; Recordkeeping and information management$16,366$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Investment advisory and management fees$22,700
  • Contract administrator fees$16,366
  • Total administrative expenses$39,066

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$12.1M · 96.5%
  • Common/collective trusts$247K · 2.0%
  • Participant loans$103K · 0.8%
  • Cash (interest and non-interest bearing)$94K · 0.7%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmGrant Thornton LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2EProfit-sharing plan
  • 3DPre-approved pension plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2FERISA section 404(c) plan
  • 2TTotal or partial participant-directed account plan with a default investment account

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 488510: Freight Transportation Arrangement.

Similar plans in New Jersey

PlanSponsorParticipantsNet assetsPer participant
GSC Enterprises, Inc. 401(k) PlanGSC Enterprises, Inc.156——
A-1 Limousine, Inc. 401(k) Profit Sharing Plan and TrustA-1 Limousine, Inc.155$4.7M$30,146
Plutus Logistic Corp. 401(k) PlanPlutus Logistic Corp.158$198K$1,252
Worldwide Logistics Inc. 401(k) Profit Sharing Plan & TrustWorldwide Logistics Inc.151$4.9M$32,719
Appathon LLC 401(k) PlanAppathon LLC159$192K$1,207
Marine Equipment & Supply Company Profit Sharing PlanMarine Equipment & Supply Company145$31.1M$214,427

Defined contribution plans in transportation and warehousing closest in size.

Questions and answers

How big is Consolidated Chassis Management, LLC 401(k)?

155 participants at the end of the plan year ending 31 Dec 2024, of whom 108 were active employees, with net assets of $12,540,499. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Consolidated Chassis Management, LLC contribute per participant?

The filing reports $301,337 in employer contributions for the year, which is $2,790 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $39,066 in compensation to service provider organisations, $252 per participant or 0.31% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $39,066. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Consolidated Chassis Management, LLC. Recordkeeping or administration: The Vanguard Group, Inc.. Investment advisory or management: Wells Fargo Advisors. The financial statements were audited by Grant Thornton LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 25 Sep 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 51-0559976, plan 001, received 25 Sep 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.