401(k) · DOL Form 5500 · 2022
Cgp, LLC 401(k) Plan
Data updated 2026-08-25
- $895K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $127,859
- Avg per participant Near avg balance/head
Official DOL plan name: Cgp Retirement Plan & Trust · Sponsored by Cgp, LLC · Indiana · Healthcare & Social Assistance
$895K in assets, 7 participants
Cgp, LLC's Cgp Retirement Plan & Trust reported $895K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,137 in Healthcare & Social Assistance (20,060 peers)
Cgp, LLC multi-year trail
Cgp, LLC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Cgp Retirement Plan & Trust at $895K / 7 participants.
- #4,137
- in Healthcare & Social Assistance (20,060 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cgp Retirement Plan & Trust among the smaller filed plans by assets
Cgp Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$895,010 24th percentile higher than 24% 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
Cgp Retirement Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cgp Retirement Plan & Trust is a micro filing (7 participants), the leftmost band.
DOL schedule card
Filing strip 271421322 · Cgp, LLC PY 2022 · 401(k)
Cgp Retirement Plan & Trust · $895K · 7 · 24th
- 5500 $895K
- ASSETS 7
- PCT 24th
- EIN 401(k)
- RANK near West Michigan Family Dental PC 401(k) Profit Sharing Plan
- PHOTO ind #4137
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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →
Cgp Retirement Plan & Trust in the asset neighbourhood
Cgp, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cgp, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 42.17796449201685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $895K |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 9 | $1M |
Cgp, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $913K |
|---|---|
| Net Assets (End of Year) | $895K |
| Net Income | -$18K |
| Employer EIN | 271421322 |
| Plan Effective Date | 2003-01-29 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Cgp Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is West Michigan Family Dental PC 401(k) Profit Sharing Plan in MI ($895K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($895K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.