401(k) · DOL Form 5500 · 2022
Cahaba Wealth Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $169,392
- Avg per participant Above avg balance/head
Official DOL plan name: Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Cahaba Wealth Management, Inc. · Georgia · Finance & Insurance
$2M in assets, 13 participants
Cahaba Wealth Management, Inc.'s Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #2,210 in Finance & Insurance (9,261 peers)
Cahaba Wealth Management, Inc. multi-year trail
Cahaba Wealth Management, Inc.'s plans moved +80.0% in assets from 2022 to 2024; this filing shows Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan at $2M / 13 participants.
- #2,210
- in Finance & Insurance (9,261 peers)
- -16.5%
- assets change YoY
The plan reported a net loss of $435K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,202,090 35th percentile higher than 35% 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
Cahaba Wealth Management, 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. Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
DOL schedule card
Filing strip 270755780 · Cahaba Wealth Management, Inc. PY 2022 · 401(k)
Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan · $2M · 13 · 35th
- TYPE $2M
- NET 13
- BOOK 35th
- VS-ST 401(k)
- BOY near Lynde Greenhouse & Nursery, Inc. 401(k) Profit Sharing Plan
- SCH ind #2210
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 Georgia →
Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Cahaba Wealth Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cahaba Wealth Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 79.97956486792093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 16 | $3M |
| 2024 | 1 | 19 | $4M |
Cahaba Wealth Management, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$435K |
| Employer EIN | 270755780 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Cahaba Wealth Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Lynde Greenhouse & Nursery, Inc. 401(k) Profit Sharing Plan in MN ($2M); 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 ($2M here).
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.