401(k) · DOL Form 5500 · 2023

User-Friendly Phone Book, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 121
Participants Small participant base: 53rd
Percentile by assets National rank: $62,402
Avg per participant Low balance/head

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Official DOL plan name: User-Friendly Phone Book Savings Plan · Sponsored by User-Friendly Phone Book, LLC · Texas · Information & Media

$8M in assets, 121 participants

User-Friendly Phone Book, LLC's User-Friendly Phone Book Savings Plan reported $8M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#1,092 in Information & Media (2,818 peers)

Coverage in Texas

User-Friendly Phone Book Savings Plan covers 121 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#1,092
in Information & Media (2,818 peers): -23.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

User-Friendly Phone Book Savings Plan's mid-pack asset rank among Information & Media and all filers

User-Friendly Phone Book Savings Plan vs every filed plan by assets

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

$7,550,585 Top 47% higher than 53% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

User-Friendly Phone Book Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. User-Friendly Phone Book Savings Plan sits mid-pack in the medium band (121 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

User-Friendly Phone Book Savings Plan reported participants rose from 74 in the plan year 2022 filing to 121 in the plan year 2023 filing.
User-Friendly Phone Book Savings Plan reported net income rose from -$4M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
User-Friendly Phone Book Savings Plan end-of-year assets fell from $10M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200308784 · User-Friendly Phone Book, LLC PY 2023 · 401(k)

User-Friendly Phone Book Savings Plan · $8M · 121 · 53rd

EOY $8M
5500 121
ASSETS 53rd
PCT 401(k)
EIN near George Sink, P.a. Injury Lawyers 401(k) Profit Sharing Plan
RANK ind #1092

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 Information & Media retirement plans → · Plans in Texas →

End-of-year total assets ($M) among User-Friendly Phone Book Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$8M
Net Income	-$2M
Employer EIN	200308784
Plan Effective Date	2004-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (User-Friendly Phone Book, LLC)

Latest sponsor-wide plan assets: $9M 9.491157038795562% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	74	$10M
2023	1	121	$8M
2024	1	104	$9M

Nearby 401(k) Plans in Texas

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

User-Friendly Phone Book Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare User-Friendly Phone Book Savings Plan side-by-side with 3 peers →

User-Friendly Phone Book Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is George Sink, P.a. Injury Lawyers 401(k) Profit Sharing Plan in SC ($8M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

George Sink, P.a. Injury Lawyers 401(k) Profit Sharing Plan (SC) $8M · 150
Vicon Industries, Inc. 401(k) Plan (NY) $8M · 54
Doherty Consulting, Inc. Retirement Savings Plan (MN) $8M · 429
Precision Products Group, Inc. Retirement Plan (IN) $8M · 165

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

Redwood School & Rehabilitation Center, Inc. 401(k) Plan (OH) 121 · 0 off
The Jane Pauley Community Health (IN) 121 · 0 off
Chickasaw Community Bank 401(k) Plan (OK) 121 · 0 off
Meathead Movers, Inc. 401(k) Profit Sharing Plan (CA) 121 · 0 off

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 User-Friendly Phone Book Savings Plan assets move in 2023? ▼

User-Friendly Phone Book Savings Plan declined sharply - down 23.0% during 2023, from $10M to $8M. Reported net income was -$2M.

How have User-Friendly Phone Book, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), User-Friendly Phone Book, LLC's sponsor-wide assets declined 9.5%, from $10M to $9M.

Which 401(k) plans are similar in size to User-Friendly Phone Book Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is George Sink, P.a. Injury Lawyers 401(k) Profit Sharing Plan in SC ($8M, 150 participants).

Which 401(k) plans cover a similar participant headcount to User-Friendly Phone Book Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200308784.