401(k) · DOL Form 5500 · 2024

Chatbooks, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 141
Participants Small participant base: 41st
Percentile by assets National rank: $33,588
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

$5M in assets, 141 participants

Chatbooks, Inc.'s Chatbooks 401(k) Plan reported $5M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#7,752 in Professional & Technical Services (20,173 peers)

Coverage in Utah

Chatbooks 401(k) Plan covers 141 participants in Utah, about 24% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#7,752
in Professional & Technical Services (20,173 peers): +41.1%
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 2024 · DOL Form 5500

$4,735,954 41st percentile higher than 41% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Chatbooks 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (141 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Chatbooks 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Chatbooks 401(k) Plan reported participants fell from 172 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 383866293 · Chatbooks, Inc. PY 2024 · 401(k)

Chatbooks 401(k) Plan · $5M · 141 · 41st

BOOK $5M
VS-ST 141
BOY 41st
SCH 401(k)
EBSA near Accion Labs US 401(k) Plan
PART ind #7752

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 →

End-of-year total assets ($M) among Chatbooks 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	383866293
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chatbooks, Inc.)

Latest sponsor-wide plan assets: $5M 138.65948262394943% vs 2022; 2024 filing year

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

Intermountain Health 401(k) Plan $6.8B · 68,360
Deseret 401(k) Plan $6.1B · 25,301
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926

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 Accion Labs US 401(k) Plan in PA ($5M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Accion Labs US 401(k) Plan (PA) $5M · 109
Torden LLC 401(k) Profit Sharing Plan and Trust (RI) $5M · 158
Nagnoi LLC Pr Retirement Plan (PR) $5M · 69
Silver Lake Specialized Rehabilitation & Care Center 401(k) Plan (NY) $5M · 72

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

Vonlehman & Co., Inc. Employee's Savings Plan (KY) 141 · 0 off
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust (WY) 141 · 0 off
Riegler Blacktop, Inc. 401(k) Plan (KY) 141 · 0 off
Thomas Precision Machining, Inc. Employees' 401(k) Profit Sharing Plan & Trust (WI) 141 · 0 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Chatbooks 401(k) Plan surged - up 41.1% during 2024, from $3M to $5M. 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 Accion Labs US 401(k) Plan in PA ($5M, 109 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 Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383866293.