401(k) · DOL Form 5500 · 2023

Chapter Two Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$174K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$57,890
Avg per participant Low balance/head
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Official DOL plan name: Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan · Sponsored by Chapter Two Ventures, Inc. · Florida · Retail Trade

$174K in assets, 3 participants

Chapter Two Ventures, Inc.'s Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan reported $174K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,298 in Retail Trade (8,414 peers)

Chapter Two Ventures, Inc. multi-year trail

Chapter Two Ventures, Inc.'s plans moved -29.9% in assets from 2022 to 2024; this filing shows Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan at $174K / 3 participants.

#1,298
in Retail Trade (8,414 peers)
-17.1%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$173,671 10th percentile higher than 10% of 127,068 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 2023

Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan reported net income rose from -$144K in the plan year 2022 filing to -$36K in the plan year 2023 filing.
  • Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $210K in the plan year 2022 filing to $174K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900788183 · Chapter Two Ventures, Inc. PY 2023 · 401(k)

Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan · $174K · 3 · 10th

  • PHOTO $174K
  • PHOTO 3
  • PHOTO 10th
  • PHOTO 401(k)
  • PHOTO near Phoenix Communication Solution 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #1298

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 Retail Trade retirement plans → · Plans in Florida →

Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Chapter Two Ventures, Inc. 401(k) Profit Sharing PlanChapter Two Ventures, Inc. 4…$174KPhoenix Communication Solution 401(k) Profit Sharing Plan & TrustPhoenix Communication Soluti…$174KSchimmels Construction Development Group, Inc 401(k) Profit Sharing PlanSchimmels Construction Devel…$174KMclure Enterprises Inc 401(k) PlanMclure Enterprises Inc 401(k…$174K3p Hospitality 401(k) and Profit Sharing3p Hospitality 401(k) and Pr…$174K
End-of-year total assets ($M) among Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chapter Two Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chapter Two Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147K 29.92831712275812% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.21M $0.15M ▼ -28.6%
Year Plans Participants Total Assets
2022 1 3 $210K
2023 1 3 $174K
2024 1 3 $147K

Chapter Two Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$210K
Net Assets (End of Year)$174K
Net Income-$36K
Employer EIN900788183
Plan Effective Date2012-01-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000173671 · Participants: 3Chapter Two Ventures, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Phoenix Communication Solution 401(k) Profit Sharing Plan & Trust in AZ ($174K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.1% during 2023, from $210K to $174K. Reported net income was -$36K.
How have Chapter Two Ventures, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Chapter Two Ventures, Inc.'s sponsor-wide assets declined 29.9%, from $210K to $147K.
Where does Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Phoenix Communication Solution 401(k) Profit Sharing Plan & Trust in AZ ($174K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Chapter Two Ventures, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).