401(k)
2022 plan-year 401(k) DOL Form 5500

Confie Holding II Co. 401(k) Plan

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

Sponsored by Confie Holding II Co. · California · Finance & Insurance

What the 2023 filing shows

Confie Holding II Co. 401(k) Plan holds $42M for 2,122 participants — about $19,588 per participant, down 9.4% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
2,122
covered participants
$19,588
avg assets per participant
-9.4%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$42M
Participants
2,122
State
Industry
Finance & Insurance

What the Filing Says About Confie Holding II Co. 401(k) Plan

Confie Holding II Co. 401(k) Plan is a 401(k) retirement plan sponsored by Confie Holding II Co., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 2,122 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 300448954, and the plan has been effective since 1997-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2022 to $42M at year-end — a decline of 9.4%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-4,306,752 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)$46M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-4,306,752
Plan Type401(k)
Employer EIN300448954
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confie Holding II Co.)

Year Plans Participants Total Assets
2022 1 2,122 $42M
2023 1 2,042 $54M
2024 1 2,892 $77M

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Confie Holding II Co. 401(k) Plan?
As of the 2022 Form 5500 filing, Confie Holding II Co. 401(k) Plan holds $42M in total assets with 2,122 participants. It is sponsored by Confie Holding II Co..
What type of plan is Confie Holding II Co. 401(k) Plan?
Confie Holding II Co. 401(k) Plan is a 401(k) plan. It has been effective since 1997-04-01. The plan is filed with the U.S. Department of Labor under EIN 300448954.
Who sponsors the Confie Holding II Co. 401(k) Plan?
Confie Holding II Co. 401(k) Plan is sponsored by Confie Holding II Co., located in California. The sponsor's EIN is 300448954 and the plan operates in the Finance & Insurance industry.
How did Confie Holding II Co. 401(k) Plan perform in 2022?
Confie Holding II Co. 401(k) Plan declined by 9.4% during 2022, moving from $46M to $42M in total assets. Net income was $-4,306,752.
Where can I find official filings for Confie Holding II Co. 401(k) Plan?
Official Form 5500 filings for Confie Holding II Co. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 300448954 or plan name at efast.dol.gov.
How does Confie Holding II Co. 401(k) Plan compare to other plans?
You can compare Confie Holding II Co. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California 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 300448954.

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.