401(k) · DOL Form 5500 · 2022
Crm Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $224K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $111,912
- Avg per participant Below avg balance/head
Official DOL plan name: Crm Investments Inc. 401(k) Plan · Sponsored by Crm Investments Inc. · California · Real Estate
$224K in assets, 2 participants
Crm Investments Inc.'s Crm Investments Inc. 401(k) Plan reported $224K in total assets and 2 participants in its 2022 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.
- #902 in Real Estate (5,057 peers)
2022 asset change
Crm Investments Inc. 401(k) Plan declined sharply 16.0% in 2022 ($267K → $224K) for 2 participants.
- #902
- in Real Estate (5,057 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Crm Investments Inc. 401(k) Plan among the smaller filed plans by assets
Crm Investments Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$223,824 11th percentile higher than 11% 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
Crm Investments Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crm Investments Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 454557859 · Crm Investments Inc. PY 2022 · 401(k)
Crm Investments Inc. 401(k) Plan · $224K · 2 · 11th
- PCT $224K
- EIN 2
- RANK 11th
- PHOTO 401(k)
- IND near Jones Management Services, LLC Retirement Plan
- EOY ind #902
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 Real Estate retirement plans → · Plans in California →
Crm Investments Inc. 401(k) Plan in the asset neighbourhood
Crm Investments Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Crm Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $221K 1.158499535349203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $224K |
| 2023 | 2 | 4 | $487K |
| 2024 | 1 | 2 | $221K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $267K |
|---|---|
| Net Assets (End of Year) | $224K |
| Net Income | -$43K |
| Employer EIN | 454557859 |
| Plan Effective Date | 2012-02-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Crm Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Jones Management Services, LLC Retirement Plan in TN ($224K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.