Profit Sharing · DOL Form 5500 · 2022

Cedar Crest Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
186
Participants Below avg headcount
46th
Percentile by assets National rank
$21,832
Avg per participant Low balance/head
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Official DOL plan name: Cedar Crest Inc. 403(b) Plan · Sponsored by Cedar Crest Inc · Wisconsin · Healthcare & Social Assistance

$4M in assets, 186 participants

Cedar Crest Inc's Cedar Crest Inc. 403(b) Plan reported $4M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,309 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Cedar Crest Inc. 403(b) Plan covers 186 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#10,309
in Healthcare & Social Assistance (20,060 peers)
-19.0%
assets change YoY

The plan reported a net loss of $954K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cedar Crest Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cedar Crest Inc. 403(b) Plan vs every filed plan by assets

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

$4,060,791 46th percentile higher than 46% 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

Cedar Crest Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cedar Crest Inc. 403(b) Plan sits mid-pack in the medium band (186 participants).

Form 5500 schedule snapshot

Filing strip 391025444 · Cedar Crest Inc PY 2022 · Profit Sharing

Cedar Crest Inc. 403(b) Plan · $4M · 186 · 46th

  • BOY $4M
  • BOY 186
  • BOY 46th
  • BOY Profit Sharing
  • BOY near Bay Cities Produce, Inc. Profit Sharing Plan
  • BOY ind #10309

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 Wisconsin →

Cedar Crest Inc. 403(b) Plan in the asset neighbourhood

Cedar Crest Inc. 403(b) Plan$4MBay Cities Produce, Inc. Profit Sharing PlanBay Cities Produce, Inc. Pro…$4MJolly Neurological Clinic,P.C. Profit Sharing PlanJolly Neurological Clinic,P.…$4MCrowley Properties Profit Sharing PlanCrowley Properties Profit Sh…$4MBarrow Marks Dds Business Retirement PlanBarrow Marks Dds Business Re…$4M
End-of-year total assets ($M) among Cedar Crest Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$954K
Employer EIN391025444
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cedar Crest Inc)

Sponsor-wide plan assets over time

All Cedar Crest Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.2223675141124% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.06M $5.37M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 186 $4M
2023 1 221 $5M
2024 1 242 $5M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cedar Crest Inc. 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Cedar Crest Inc. 403(b) Plan, Total assets ($B): 0.004060791 · Participants: 186Cedar Crest Inc. 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Cedar Crest Inc. 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Cedar Crest Inc. 403(b) Plan side-by-side with 3 peers →

Cedar Crest Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Bay Cities Produce, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Dubois Continuum of Care Community, Inc. 403(b) Plan in PA (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Cedar Crest Inc. 403(b) Plan assets move in 2022? ▼
Cedar Crest Inc. 403(b) Plan declined sharply - down 19.0% during 2022, from $5M to $4M. Reported net income was -$954K.
How have Cedar Crest Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cedar Crest Inc's sponsor-wide assets grew 32.2%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Cedar Crest Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bay Cities Produce, Inc. Profit Sharing Plan in CA ($4M, 43 participants).
Which Profit Sharing plans cover a similar participant headcount to Cedar Crest Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dubois Continuum of Care Community, Inc. 403(b) Plan in PA (186 participants, $2M in assets).

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 391025444.

Read our methodology - how this data is sourced, computed, and verified.

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