401(k) · DOL Form 5500 · 2024
Chuck Latham Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $57,838
- Avg per participant Low balance/head
Official DOL plan name: Chuck Latham Associates, Inc. Ps Plan · Sponsored by Chuck Latham Associates, Inc. · Colorado · Wholesale Trade
$7M in assets, 115 participants
Chuck Latham Associates, Inc.'s Chuck Latham Associates, Inc. Ps Plan reported $7M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,247 in Wholesale Trade (6,080 peers)
Coverage in Colorado
Chuck Latham Associates, Inc. Ps Plan covers 115 participants in Colorado, about 31% of the average Colorado filer (state average ~376 per filing). Assets: $7M.
- #2,247
- in Wholesale Trade (6,080 peers)
- +20.4%
- assets growth YoY
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 2024 · DOL Form 5500
$6,651,320 47th percentile higher than 47% 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
Chuck Latham Associates, Inc. Ps 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. Chuck Latham Associates, Inc. Ps Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chuck Latham Associates, Inc. Ps Plan reported net income rose from -$343K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Chuck Latham Associates, Inc. Ps Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Chuck Latham Associates, Inc. Ps Plan reported participants rose from 113 in the plan year 2023 filing to 115 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 840647636 · Chuck Latham Associates, Inc. PY 2024 · 401(k)
Chuck Latham Associates, Inc. Ps Plan · $7M · 115 · 47th
- EIN $7M
- EIN 115
- EIN 47th
- EIN 401(k)
- EIN near Mfg Chemical LLC 401(k) Profit Sharing Plan & Trust
- EIN ind #2247
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
Colorado filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 840647636 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING 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
| 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.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
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 Mfg Chemical LLC 401(k) Profit Sharing Plan & Trust in TN ($7M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Dhillon Healthcare Group 401(k) Profit Sharing (CA) 115 · 0 off
- Sa Photonics, Inc. 401(k) Plan (CA) 115 · 0 off
- Atlantic Engineering Laboratories, Inc. 401(k) Plan (NJ) 115 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.