Retirement plan

CHAMP EQUIPMENT CORP. 401(K) PLAN

Name: CHAMP EQUIPMENT CORP. - CHAMP EQUIPMENT CORP. 401(K) PLAN (2025) Form 5500
Creator: CHAMP EQUIPMENT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMP EQUIPMENT CORP. 401(K) PLAN, CHAMP EQUIPMENT CORP.

CHAMP EQUIPMENT CORP.EIN 81-1968305Plan #001PY 2025

P.O. BOX 7233 - NORCO, CA 92860714-683-9806

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+76.2% from 2024

Total participants

0.0% from 2024

Average account balance

$228,151

+76.2% from 2024

Annual return

57.55%

+44.39 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$228K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+57.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$59

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$294

$59 / participant

Other / not subdivided$294100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$228,151

$136,860+66.7%

$120,344+89.6%

$154,746+47.4%

Participation rate

100.0%

79.9%+20.1pp

76.7%+23.3pp

80.7%+19.3pp

Annual return

57.55%

21.38%+36.2pp

20.30%+37.2pp

172.34%-114.8pp

Employer contribution / active EE

$13,400

$3,533+279.3%

$3,020+343.7%

$4,379+206.0%

Participant deferral / active EE

$10,790

$5,793+86.2%

$5,135+110.1%

$6,730+60.3%

Admin fee / account holder

$59

$15,393-99.6%

$12,742-99.5%

$14,365-99.6%

CHAMP EQUIPMENT CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAMP EQUIPMENT CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion