401(k) · DOL Form 5500 · 2022

Christian Brothers Investment Services, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
48
Participants Small participant base
74th
Percentile by assets National rank
$348,465
Avg per participant High balance/head
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Official DOL plan name: Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan · Sponsored by Christian Brothers Investment Services, Inc. · Illinois · Finance & Insurance

$17M in assets, 48 participants

Christian Brothers Investment Services, Inc.'s Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan reported $17M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,556 in Finance & Insurance (9,261 peers)

Christian Brothers Investment Services, Inc. multi-year trail

Christian Brothers Investment Services, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan at $17M / 48 participants.

#5,556
in Finance & Insurance (9,261 peers)
-15.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan's outsized position by total assets

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,726,298 Top 26% higher than 74% of 139,123 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 2022

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings 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. Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan is a small filing (48 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 314930314 · Christian Brothers Investment Services, Inc. PY 2022 · 401(k)

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan · $17M · 48 · 74th

  • BOY $17M
  • SCH 48
  • EBSA 74th
  • PART 401(k)
  • TYPE near Kendall Packaging Corporation 401(k) Plan
  • NET ind #5556

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 Illinois →

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan in the asset neighbourhood

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings PlanChristian Brothers Investmen…$17MKendall Packaging Corporation 401(k) PlanKendall Packaging Corporatio…$17MCase Paper Co., Inc. 401(k) Profit Sharing PlanCase Paper Co., Inc. 401(k) …$17MBelfint Lyons & Shuman P.a. 401(k) Savings PlanBelfint Lyons & Shuman P.a. …$17MKemba Credit Union Profit Sharing 401(k) Plan and TrustKemba Credit Union Profit Sh…$17M
End-of-year total assets ($M) among Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Christian Brothers Investment Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Christian Brothers Investment Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 39.84356251455044% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $16.7M $23.4M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 48 $17M
2023 1 45 $20M
2024 1 48 $23M

Christian Brothers Investment Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN314930314
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan, Total assets ($B): 0.016726298 · Participants: 48Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan side-by-side with 3 peers →

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kendall Packaging Corporation 401(k) Plan in WI ($17M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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.

Frequently Asked Questions

How did Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan assets move in 2022? ▼
Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan declined sharply - down 15.7% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Christian Brothers Investment Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Christian Brothers Investment Services, Inc.'s sponsor-wide assets grew 39.8%, from $17M to $23M.
Which 401(k) plans are similar in size to Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kendall Packaging Corporation 401(k) Plan in WI ($17M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 314930314.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.