401(k) · DOL Form 5500 · 2023

Chuck Latham Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
113
Participants Small participant base
46th
Percentile by assets National rank
$48,879
Avg per participant Low balance/head
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Official DOL plan name: Chuck Latham Associates, Inc. Ps Plan · Sponsored by Chuck Latham Associates, Inc. · Colorado · Wholesale Trade

$6M in assets, 113 participants

Chuck Latham Associates, Inc.'s Chuck Latham Associates, Inc. Ps Plan reported $6M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,248 in Wholesale Trade (6,309 peers)

Coverage in Colorado

Chuck Latham Associates, Inc. Ps Plan covers 113 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $6M.

#2,248
in Wholesale Trade (6,309 peers)
-5.8%
assets change YoY

The plan reported a net loss of $343K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chuck Latham Associates, Inc. Ps Plan's mid-pack asset rank among Wholesale Trade and all filers

Chuck Latham Associates, Inc. Ps Plan vs every filed plan by assets

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

$5,523,303 46th percentile higher than 46% 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

Chuck Latham Associates, Inc. Ps 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. Chuck Latham Associates, Inc. Ps Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chuck Latham Associates, Inc. Ps Plan reported net income rose from -$963K in the plan year 2022 filing to -$343K in the plan year 2023 filing.
  • Chuck Latham Associates, Inc. Ps Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Chuck Latham Associates, Inc. Ps Plan reported participants rose from 110 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840647636 · Chuck Latham Associates, Inc. PY 2023 · 401(k)

Chuck Latham Associates, Inc. Ps Plan · $6M · 113 · 46th

  • RANK $6M
  • PHOTO 113
  • IND 46th
  • EOY 401(k)
  • 5500 near Haves Pine & Seligman Profit Sharing Plan & Trust
  • ASSETS ind #2248

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 Wholesale Trade retirement plans → · Plans in Colorado →

Chuck Latham Associates, Inc. Ps Plan in the asset neighbourhood

Chuck Latham Associates, Inc. Ps PlanChuck Latham Associates, Inc…$6MHaves Pine & Seligman Profit Sharing Plan & TrustHaves Pine & Seligman Profit…$6MProject Genesis, Inc. 401(k) Profit Sharing PlanProject Genesis, Inc. 401(k)…$6MUnited Bancorp, Inc. of Martins Ferry, Ohio 401(k) Savings Plan and TrustUnited Bancorp, Inc. of Mart…$6MFoti, Flynn, Lowen & Company PC 401(k) Profit Sharing Plan and TrustFoti, Flynn, Lowen & Company…$6M
End-of-year total assets ($M) among Chuck Latham Associates, Inc. Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$343K
Employer EIN840647636
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chuck Latham Associates, Inc.)

Sponsor-wide plan assets over time

All Chuck Latham Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.387155120007993% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.87M $6.65M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 110 $6M
2023 1 113 $6M
2024 1 115 $7M

Nearby 401(k) Plans in Colorado

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

Chuck Latham Associates, Inc. Ps Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Chuck Latham Associates, Inc. Ps Plan, Total assets ($B): 0.005523303 · Participants: 113Chuck Latham Associates, Inc. Ps PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Chuck Latham Associates, Inc. Ps Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Chuck Latham Associates, Inc. Ps Plan side-by-side with 3 peers →

Chuck Latham Associates, Inc. Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Haves Pine & Seligman Profit Sharing Plan & Trust in NY ($6M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Chuck Latham Associates, Inc. Ps Plan assets move in 2023? ▼
Chuck Latham Associates, Inc. Ps Plan pulled back noticeably - down 5.8% during 2023, from $6M to $6M. Reported net income was -$343K.
How have Chuck Latham Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chuck Latham Associates, Inc.'s sponsor-wide assets grew 13.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Chuck Latham Associates, Inc. Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haves Pine & Seligman Profit Sharing Plan & Trust in NY ($6M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Chuck Latham Associates, Inc. Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 840647636.

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.