401(k) · DOL Form 5500 · 2022

Congaree River LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
11
Participants Small participant base
60th
Percentile by assets National rank
$707,847
Avg per participant High balance/head
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Official DOL plan name: Congaree River LLC 401(k) Profit Sharing Plan · Sponsored by Congaree River LLC · Illinois · Finance & Insurance

$8M in assets, 11 participants

Congaree River LLC's Congaree River LLC 401(k) Profit Sharing Plan reported $8M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,985 in Finance & Insurance (9,261 peers)

Congaree River LLC multi-year trail

Congaree River LLC's plans moved +44.7% in assets from 2022 to 2024; this filing shows Congaree River LLC 401(k) Profit Sharing Plan at $8M / 11 participants.

#3,985
in Finance & Insurance (9,261 peers)
-10.1%
assets change YoY

The plan reported a net loss of $874K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Congaree River LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Congaree River LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,786,322 Top 40% higher than 60% 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

Congaree River LLC 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. Congaree River LLC 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 363197235 · Congaree River LLC PY 2022 · 401(k)

Congaree River LLC 401(k) Profit Sharing Plan · $8M · 11 · 60th

  • BOOK $8M
  • BOOK 11
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Southeast Mortgage of Georgia, Inc. 401(k) Plan
  • BOOK ind #3985

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 →

Congaree River LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Congaree River LLC 401(k) Profit Sharing PlanCongaree River LLC 401(k) Pr…$8MSoutheast Mortgage of Georgia, Inc. 401(k) PlanSoutheast Mortgage of Georgi…$8MBristol Bay Native Association 401(k) PlanBristol Bay Native Associati…$8MRiverpoint Medical 401(k) PlanRiverpoint Medical 401(k) Pl…$8MAbrams & Bayliss LLP 401(k) Retirement PlanAbrams & Bayliss LLP 401(k) …$8M
End-of-year total assets ($M) among Congaree River LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Congaree River LLC multi-year asset trail

Sponsor-wide plan assets over time

All Congaree River LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.656861095649525% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.79M $11.3M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 11 $8M
2023 1 11 $10M
2024 1 11 $11M

Congaree River LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$874K
Employer EIN363197235
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Congaree River LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Congaree River LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007786322 · Participants: 11Congaree River LLC 401(k) Profit Sharing 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
Congaree River LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Congaree River LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Southeast Mortgage of Georgia, Inc. 401(k) Plan in GA ($8M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Congaree River LLC 401(k) Profit Sharing Plan assets move in 2022?
Congaree River LLC 401(k) Profit Sharing Plan pulled back noticeably - down 10.1% during 2022, from $9M to $8M. Reported net income was -$874K.
How have Congaree River LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Congaree River LLC's sponsor-wide assets grew 44.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Congaree River LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Southeast Mortgage of Georgia, Inc. 401(k) Plan in GA ($8M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Congaree River LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).