Chapman Management 401(k) match, vesting and fees
What Chapman Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Councilor, Buchanan & Mitchell (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 118 defined-contribution plans in retail trade with 500 to 999 participants.
| Chapman Management: employer contribution per participant | $880 | |
| Peer median | $1,025 |
| Chapman Management: average balance | $66,909 | |
| Peer median | $54,370 |
| Chapman Management: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27.2M at the end of plan year 2022 to $42.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 686 | $42.9M | $564K | $880 | 0.51% | Not published | Form 5500 ↗ |
| 2024 | 714 | $38M | $747K | $1,121 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 721 | $32.8M | $691K | $1,030 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 670 | $27.2M | $662K | $1,076 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Chapman Management match 401(k) contributions?
The match terms for the Chapman Auto Group 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $564K in employer contributions, about $880 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chapman Management 401(k) match vested?
The vesting schedule for the Chapman Auto Group 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chapman Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Life Insurance Company. The plan administrator is Chapman Management Corporation.
I left Chapman Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chapman Management Corporation, (267) 960-1700) or the recordkeeper, John Hancock Life Insurance Company. The Chapman Management old 401(k) page lists the contacts from every plan filing. Find an old Chapman Management 401(k)
Data from the public Form 5500 annual reports Chapman Management filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Chapman Management. Not financial advice. Report a correction · Methodology