401(k) · DOL Form 5500 · 2023

Chatbooks, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
172
Participants Small participant base
37th
Percentile by assets National rank
$19,516
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chatbooks 401(k) Plan · Sponsored by Chatbooks, Inc. · Utah · Professional & Technical Services

$3M in assets, 172 participants

Chatbooks, Inc.'s Chatbooks 401(k) Plan reported $3M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,988 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Chatbooks 401(k) Plan covers 172 participants in Utah, about 29% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#6,988
in Professional & Technical Services (20,321 peers)
+69.2%
assets growth YoY

Chatbooks 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Chatbooks 401(k) Plan vs every filed plan by assets

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

$3,356,836 37th percentile higher than 37% 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

Chatbooks 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. Chatbooks 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chatbooks 401(k) Plan reported net income rose from $562K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Chatbooks 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Chatbooks 401(k) Plan reported participants rose from 164 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383866293 · Chatbooks, Inc. PY 2023 · 401(k)

Chatbooks 401(k) Plan · $3M · 172 · 37th

  • PART $3M
  • TYPE 172
  • NET 37th
  • BOOK 401(k)
  • VS-ST near Payzer, LLC 401(k) Profit Sharing Plan and Trust
  • BOY ind #6988

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 Professional & Technical Services retirement plans → · Plans in Utah →

Chatbooks 401(k) Plan in the asset neighbourhood

Chatbooks 401(k) Plan$3MPayzer, LLC 401(k) Profit Sharing Plan and TrustPayzer, LLC 401(k) Profit Sh…$3MCode Red Safety & Rental 401(k) Savings and Retirement PlanCode Red Safety & Rental 401…$3MMainstream Marketing & Consulting, Inc. Profit Sharing PlanMainstream Marketing & Consu…$3MRps Mc LLC 401(k) Profit Sharing Plan and TrustRps Mc LLC 401(k) Profit Sha…$3M
End-of-year total assets ($M) among Chatbooks 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN383866293
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chatbooks, Inc.)

Sponsor-wide plan assets over time

All Chatbooks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 138.65948262394943% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.98M $4.74M ▲ +139.4%
Year Plans Participants Total Assets
2022 1 164 $2M
2023 1 172 $3M
2024 1 141 $5M

Nearby 401(k) Plans in Utah

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

Chatbooks 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Chatbooks 401(k) Plan, Total assets ($B): 0.003356836 · Participants: 172Chatbooks 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Chatbooks 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Chatbooks 401(k) Plan side-by-side with 3 peers →

Chatbooks 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Payzer, LLC 401(k) Profit Sharing Plan and Trust in NC ($3M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Chatbooks 401(k) Plan assets move in 2023? ▼
Chatbooks 401(k) Plan surged - up 69.2% during 2023, from $2M to $3M. Reported net income was $1M.
How have Chatbooks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chatbooks, Inc.'s sponsor-wide assets grew 138.7%, from $2M to $5M.
Which 401(k) plans are similar in size to Chatbooks 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Payzer, LLC 401(k) Profit Sharing Plan and Trust in NC ($3M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Chatbooks 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 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 383866293.

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.