401(k) · DOL Form 5500 · 2024
Chateau Tolbert Services Corporation 401(k) Plan
Data updated 2026-08-25
- $205K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $68,465
- Avg per participant Below avg balance/head
Official DOL plan name: Chateau Tolbert Services Corporation 401(k) Plan · Sponsored by Chateau Tolbert Services Corporation · Arizona · Healthcare & Social Assistance
$205K in assets, 3 participants
Chateau Tolbert Services Corporation's Chateau Tolbert Services Corporation 401(k) Plan reported $205K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,255 in Healthcare & Social Assistance (16,916 peers)
Chateau Tolbert Services Corporation multi-year trail
Chateau Tolbert Services Corporation's plans moved -26.9% in assets from 2023 to 2024; this filing shows Chateau Tolbert Services Corporation 401(k) Plan at $205K / 3 participants.
- #1,255
- in Healthcare & Social Assistance (16,916 peers)
- -26.9%
- assets change YoY
The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chateau Tolbert Services Corporation 401(k) Plan among the smaller filed plans by assets
Chateau Tolbert Services Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$205,394 11th percentile higher than 11% 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
Chateau Tolbert Services Corporation 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chateau Tolbert Services Corporation 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chateau Tolbert Services Corporation 401(k) Plan reported net income rose from -$224K in the plan year 2023 filing to -$75K in the plan year 2024 filing.
- Chateau Tolbert Services Corporation 401(k) Plan end-of-year assets fell from $281K in the plan year 2023 filing to $205K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 831070960 · Chateau Tolbert Services Corporation PY 2024 · 401(k)
Chateau Tolbert Services Corporation 401(k) Plan · $205K · 3 · 11th
- NET $205K
- BOOK 3
- VS-ST 11th
- BOY 401(k)
- SCH near Aaron Evergreen 401(k) Trust
- EBSA ind #1255
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Chateau Tolbert Services Corporation 401(k) Plan in the asset neighbourhood
Chateau Tolbert Services Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Chateau Tolbert Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $205K 26.873520249221183% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3 | $281K |
| 2024 | 1 | 3 | $205K |
Chateau Tolbert Services Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $281K |
|---|---|
| Net Assets (End of Year) | $205K |
| Net Income | -$75K |
| Employer EIN | 831070960 |
| Plan Effective Date | 2018-06-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Chateau Tolbert Services Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Aaron Evergreen 401(k) Trust in CT ($205K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205K here).
- Aaron Evergreen 401(k) Trust (CT) $205K · 1
- Grato Ventures, Inc. 401(k) Plan (SC) $205K · 1
- Smiotex Retirement Plan (CA) $205K · 1
- Jfmm Inc. 401(k) Plan (OH) $205K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.