401(k) · DOL Form 5500 · 2023

Chalk Mountain Services of Texas, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
697
Participants Below avg headcount
63rd
Percentile by assets National rank
$17,457
Avg per participant Low balance/head
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Official DOL plan name: Chalk Mountain Services of Texas, LLC 401(k) Plan · Sponsored by Chalk Mountain Services of Texas, LLC · Texas · Transportation & Warehousing

$12M in assets, 697 participants

Chalk Mountain Services of Texas, LLC's Chalk Mountain Services of Texas, LLC 401(k) Plan reported $12M in total assets and 697 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,128 in Transportation & Warehousing (3,362 peers)

Chalk Mountain Services of Texas, LLC multi-year trail

Chalk Mountain Services of Texas, LLC's plans moved +48.7% in assets from 2022 to 2024; this filing shows Chalk Mountain Services of Texas, LLC 401(k) Plan at $12M / 697 participants.

#2,128
in Transportation & Warehousing (3,362 peers)
+20.6%
assets growth YoY

Chalk Mountain Services of Texas, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Chalk Mountain Services of Texas, LLC 401(k) Plan vs every filed plan by assets

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

$12,167,720 Top 37% higher than 63% 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

Chalk Mountain Services of Texas, LLC 401(k) 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. Chalk Mountain Services of Texas, LLC 401(k) Plan sits mid-pack in the medium band (697 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chalk Mountain Services of Texas, LLC 401(k) Plan reported net income rose from -$95K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Chalk Mountain Services of Texas, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Chalk Mountain Services of Texas, LLC 401(k) Plan reported participants rose from 621 in the plan year 2022 filing to 697 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205470208 · Chalk Mountain Services of Texas, LLC PY 2023 · 401(k)

Chalk Mountain Services of Texas, LLC 401(k) Plan · $12M · 697 · 63rd

  • EOY $12M
  • 5500 697
  • ASSETS 63rd
  • PCT 401(k)
  • EIN near Bob Smith Bmw/Mini 401(k) Plan
  • RANK ind #2128

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Chalk Mountain Services of Texas, LLC 401(k) Plan in the asset neighbourhood

Chalk Mountain Services of Texas, LLC 401(k) PlanChalk Mountain Services of T…$12MBob Smith Bmw/Mini 401(k) PlanBob Smith Bmw/Mini 401(k) Pl…$12MAinsworth Game Technology Inc. Retirement Plan & TrustAinsworth Game Technology In…$12MAubrey Silvey Enterprises, Inc. 401(k) PlanAubrey Silvey Enterprises, I…$12MSouthern Copper & Supply Co, Inc 401(k) Profit Sharing PlanSouthern Copper & Supply Co,…$12M
End-of-year total assets ($M) among Chalk Mountain Services of Texas, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chalk Mountain Services of Texas, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Chalk Mountain Services of Texas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 48.74389045606561% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $15M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 621 $10M
2023 1 697 $12M
2024 1 690 $15M

Chalk Mountain Services of Texas, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN205470208
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Chalk Mountain Services of Texas, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Chalk Mountain Services of Texas, LLC 401(k) Plan, Total assets ($B): 0.01216772 · Participants: 697Chalk Mountain Services of Texas, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Chalk Mountain Services of Texas, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Chalk Mountain Services of Texas, LLC 401(k) Plan side-by-side with 3 peers →

Chalk Mountain Services of Texas, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bob Smith Bmw/Mini 401(k) Plan in CA ($12M); by covered participants it is Open Arms Care Corporation Retirement Plan in TN (697 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (697 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 Chalk Mountain Services of Texas, LLC 401(k) Plan assets move in 2023? ▼
Chalk Mountain Services of Texas, LLC 401(k) Plan grew sharply - up 20.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have Chalk Mountain Services of Texas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chalk Mountain Services of Texas, LLC's sponsor-wide assets grew 48.7%, from $10M to $15M.
Which 401(k) plans are similar in size to Chalk Mountain Services of Texas, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Smith Bmw/Mini 401(k) Plan in CA ($12M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Chalk Mountain Services of Texas, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Open Arms Care Corporation Retirement Plan in TN (697 participants, $8M 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 205470208.

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.