401(k) · DOL Form 5500 · 2023

Books Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
121
Participants Small participant base
42nd
Percentile by assets National rank
$35,958
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Books Inc. 401(k) Plan · Sponsored by Books Inc. · California · Retail Trade

$4M in assets, 121 participants

Books Inc.'s Books Inc. 401(k) Plan reported $4M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,414 in Retail Trade (8,414 peers)

Coverage in California

Books Inc. 401(k) Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,414
in Retail Trade (8,414 peers)
+13.6%
assets growth YoY

Books Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Books Inc. 401(k) Plan vs every filed plan by assets

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

$4,350,921 42nd percentile higher than 42% 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

Books Inc. 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. Books Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Books Inc. 401(k) Plan reported net income rose from -$692K in the plan year 2022 filing to $521K in the plan year 2023 filing.
  • Books Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Books Inc. 401(k) Plan reported participants rose from 112 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941033949 · Books Inc. PY 2023 · 401(k)

Books Inc. 401(k) Plan · $4M · 121 · 42nd

  • BOY $4M
  • BOY 121
  • BOY 42nd
  • BOY 401(k)
  • BOY near Skyline Property Management 401(k) Plan
  • BOY ind #4414

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 California →

Books Inc. 401(k) Plan in the asset neighbourhood

Books Inc. 401(k) Plan$4MSkyline Property Management 401(k) PlanSkyline Property Management …$4MRevenue Authority of P.G. County 401(k) PlanRevenue Authority of P.G. Co…$4MNew Paradigm for Education 401(k) PlanNew Paradigm for Education 4…$4MMany Happy Returns 401(k) PlanMany Happy Returns 401(k) Pl…$4M
End-of-year total assets ($M) among Books Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$521K
Employer EIN941033949
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Books Inc.)

Sponsor-wide plan assets over time

All Books Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.83M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 112 $4M
2023 1 121 $4M
2024 1 134 N/A

Nearby 401(k) Plans in California

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

Books Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Books Inc. 401(k) Plan, Total assets ($B): 0.004350921 · Participants: 121Books Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Books Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Skyline Property Management 401(k) Plan in CO ($4M); 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 ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Books Inc. 401(k) Plan assets move in 2023?
Books Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $4M to $4M. Reported net income was $521K.
Which 401(k) plans are similar in size to Books Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Skyline Property Management 401(k) Plan in CO ($4M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Books Inc. 401(k) 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).