Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Corgan Associates, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Corgan Associates, Inc. · Texas · Professional & Technical Services

What the 2023 filing shows

Corgan Associates, Inc. 401(k) Plan holds $84M for 587 participants — about $142,821 per participant, down 15.6% over the 2022 plan year.

$84M
total plan assets (2022 EOY)
587
covered participants
$142,821
avg assets per participant
-15.6%
assets change YoY

The plan reported a net loss of $16M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$84M
Participants
587
State
Industry
Professional & Technical Services

What the Filing Says About Corgan Associates, Inc. 401(k) Plan

Corgan Associates, Inc. 401(k) Plan is a Profit Sharing retirement plan sponsored by Corgan Associates, Inc., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $84M in total end-of-year assets and covers 587 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 751079692, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $99M at the beginning of 2022 to $84M at year-end — a decline of 15.6%. Net assets (after liabilities) closed the year at $84M, with reported net income of $-15,519,939 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$99M
Total Assets (End of Year)$84M
Net Assets (End of Year)$84M
Net Income$-15,519,939
Plan TypeProfit Sharing
Employer EIN751079692
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corgan Associates, Inc.)

Year Plans Participants Total Assets
2022 1 587 $84M
2023 1 753 $101M
2024 1 901 $123M

Nearby Profit Sharing Plans in Texas

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Frequently Asked Questions

How much money is in the Corgan Associates, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Corgan Associates, Inc. 401(k) Plan holds $84M in total assets with 587 participants. It is sponsored by Corgan Associates, Inc..
What type of plan is Corgan Associates, Inc. 401(k) Plan?
Corgan Associates, Inc. 401(k) Plan is a Profit Sharing plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 751079692.
Who sponsors the Corgan Associates, Inc. 401(k) Plan?
Corgan Associates, Inc. 401(k) Plan is sponsored by Corgan Associates, Inc., located in Texas. The sponsor's EIN is 751079692 and the plan operates in the Professional & Technical Services industry.
How did Corgan Associates, Inc. 401(k) Plan perform in 2022?
Corgan Associates, Inc. 401(k) Plan declined by 15.6% during 2022, moving from $99M to $84M in total assets. Net income was $-15,519,939.
Where can I find official filings for Corgan Associates, Inc. 401(k) Plan?
Official Form 5500 filings for Corgan Associates, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 751079692 or plan name at efast.dol.gov.
How does Corgan Associates, Inc. 401(k) Plan compare to other plans?
You can compare Corgan Associates, Inc. 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 751079692.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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