401(k) · DOL Form 5500 · 2022

Csbo Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
36
Participants Small participant base
64th
Percentile by assets National rank
$262,743
Avg per participant High balance/head
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Official DOL plan name: Csbo Holdings, Inc. 401(k)/ESOP Plan · Sponsored by Csbo Holdings, Inc. · Colorado · Finance & Insurance

$9M in assets, 36 participants

Csbo Holdings, Inc.'s Csbo Holdings, Inc. 401(k)/ESOP Plan reported $9M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,363 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Csbo Holdings, Inc. 401(k)/ESOP Plan holds $9M for 36 participants - about $262,743 per participant, above the median plan by assets.

#4,363
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY

The plan reported a net loss of $809K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Csbo Holdings, Inc. 401(k)/ESOP Plan's mid-pack asset rank among Finance & Insurance and all filers

Csbo Holdings, Inc. 401(k)/ESOP Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,458,760 Top 36% higher than 64% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Csbo Holdings, Inc. 401(k)/ESOP Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Csbo Holdings, Inc. 401(k)/ESOP Plan is a small filing (36 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 475566994 · Csbo Holdings, Inc. PY 2022 · 401(k)

Csbo Holdings, Inc. 401(k)/ESOP Plan · $9M · 36 · 64th

  • VS-ST $9M
  • VS-ST 36
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near National Funding, Inc. 401(k) Plan
  • VS-ST ind #4363

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Colorado →

Csbo Holdings, Inc. 401(k)/ESOP Plan in the asset neighbourhood

Csbo Holdings, Inc. 401(k)/ESOP PlanCsbo Holdings, Inc. 401(k)/E…$9MNational Funding, Inc. 401(k) PlanNational Funding, Inc. 401(k…$9MSlocum and Sons 401(k) Plan$9MCambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit PlanCambridge Real Estate Servic…$9MPlexus Scientific Corporation Retirement Savings PlanPlexus Scientific Corporatio…$9M
End-of-year total assets ($M) among Csbo Holdings, Inc. 401(k)/ESOP Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$809K
Employer EIN475566994
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csbo Holdings, Inc.)

Sponsor-wide plan assets over time

All Csbo Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 0.6349140902190139% vs 2022
2023 filing year
$9.44M$9.46M$9.48M$9.5M$9.52M$9.54M 20222023 $9.46M $9.52M ▲ +0.6%
Year Plans Participants Total Assets
2022 1 36 $9M
2023 1 33 $10M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Csbo Holdings, Inc. 401(k)/ESOP Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Csbo Holdings, Inc. 401(k)/ESOP Plan, Total assets ($B): 0.00945876 · Participants: 36Csbo Holdings, Inc. 401(k)/ESOP PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Csbo Holdings, Inc. 401(k)/ESOP Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Csbo Holdings, Inc. 401(k)/ESOP Plan side-by-side with 3 peers →

Csbo Holdings, Inc. 401(k)/ESOP Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is National Funding, Inc. 401(k) Plan in CA ($9M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Csbo Holdings, Inc. 401(k)/ESOP Plan assets move in 2022? ▼
Csbo Holdings, Inc. 401(k)/ESOP Plan pulled back noticeably - down 7.9% during 2022, from $10M to $9M. Reported net income was -$809K.
How have Csbo Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Csbo Holdings, Inc.'s sponsor-wide assets grew 0.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Csbo Holdings, Inc. 401(k)/ESOP Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Funding, Inc. 401(k) Plan in CA ($9M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Csbo Holdings, Inc. 401(k)/ESOP Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475566994.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.