401(k) · DOL Form 5500 · 2022
Comprehensive Financial Professionals, Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $236,841
- Avg per participant Above avg balance/head
Official DOL plan name: Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan · Sponsored by Comprehensive Financial Professionals, Inc · Pennsylvania · Finance & Insurance
$3M in assets, 13 participants
Comprehensive Financial Professionals, Inc's Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan reported $3M in total assets and 13 participants in its 2022 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.
- #2,581 in Finance & Insurance (9,261 peers)
2022 asset change
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan pulled back noticeably 12.7% in 2022 ($4M → $3M) for 13 participants.
- #2,581
- in Finance & Insurance (9,261 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $450K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,078,936 41st percentile higher than 41% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 260184462 · Comprehensive Financial Professionals, Inc PY 2022 · 401(k)
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan · $3M · 13 · 41st
- ASSETS $3M
- ASSETS 13
- ASSETS 41st
- ASSETS 401(k)
- ASSETS near Rent-a-Tire, L.P. 401(k) Plan
- ASSETS ind #2581
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Comprehensive Financial Professionals, Inc years around the 2022 move
Sponsor-wide plan assets over time
All Comprehensive Financial Professionals, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.8418440656122765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 13 | $4M |
| 2024 | 1 | 14 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$450K |
| Employer EIN | 260184462 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Rent-a-Tire, L.P. 401(k) Plan in TX ($3M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Rent-a-Tire, L.P. 401(k) Plan (TX) $3M · 351
- Hillsdale Dental 401(k) Retirement Plan (NC) $3M · 20
- Bolthouse Properties, LLC Retirement Plan (CA) $3M · 25
- Wks, Inc. 401(k) Savings Plan (NH) $3M · 266
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.