Chi Management Group 401(k) plan

Chi Management Group, LP, Plano, TX. EIN 75-2953341. Annual reports 2009–2021. Also filed as Chi Management Group, L.P.

Chi Management Group, LP has no active retirement plan on file. Its last annual report was for 2021. Its Chi Management Group, LP. Retirement Plan was merged into The W.I.S. International 401(k) Savings Plan in 2021. No traditional pension plan appears in Chi Management Group's filings since 2009.

Active plans: 0
Plans on file: 1
Industry: Wholesale trade

The plan

Chi Management Group, LP. Retirement Plan

401(k)Merged

Merged. In 2021 its assets moved to the The W.I.S. International 401(k) Savings Plan, sponsored by Retail Services Wis Corporation (EIN 82-1186785, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 75-2953341
Participants (2020): 16,871
Net assets (2020): $137 million
Recordkeeper: EmpowerEarlier: Putnam Investor Services (2014), Hartford Retirement Services (2009–2013)
Plan administrator: Chi Management Group, LP
5100 Legacy DR
Plano, TX 75024
(469) 814-1100As filed for 2021
In effect since: June 1, 1984

Earlier plan names: Chi Management Group, L.P. Retirement Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Empower
2020	16,871	$137 million	Empower
2019	22,657	$122 million	Empower
2018	22,587	$106 million	Empower
2017	20,711	$130 million	Empower
2016	23,866	$121 million	Empower
2015	27,483	$119 million	Empower
2014	29,045	$134 million	Putnam Investor Services
2013	25,961	$130 million	Hartford Retirement Services
2012	26,643	$112 million	Hartford Retirement Services
2011	22,933	$104 million	Hartford Retirement Services
2010	20,296	$108 million	Hartford Retirement Services
2009	14,926	$97.5 million	Hartford Retirement Services

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Chi Management Group, LP. Retirement Plan

If you had money in one of these plans

What these numbers are

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