Assets by plan
Share of aggregate retirement assets
Filings through .
Chesapeake Financial Shares, Inc.
EIN 54-1210845Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$56.4M assets
Health & Benefits
0
Participants
640
P.O. BOX 1419 - KILMARNOCK, VA 224821419804-435-4200chesapeakefinancialshares.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $56.4M assets / 640 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN
401(k)
Assets$45.4M
Participants367
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHESAPEAKE FINANCIAL SHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.0M
Participants273
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | 401(k) | $45.4M | 367 | 2025 |
| #002 | CHESAPEAKE FINANCIAL SHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.0M | 273 | 2025 |
- #003 · 401(k) · 2025367
- #002 · ESOP · 2025273
Retirement plans