401(k) · DOL Form 5500 · 2022

Confie Holding II Co. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
2,122
Participants Near avg headcount
86th
Percentile by assets National rank
$19,588
Avg per participant Low balance/head
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Official DOL plan name: Confie Holding II Co. 401(k) Plan · Sponsored by Confie Holding II Co. · California · Finance & Insurance

$42M in assets, 2,122 participants

Confie Holding II Co.'s Confie Holding II Co. 401(k) Plan reported $42M in total assets and 2,122 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,240 in Finance & Insurance (9,261 peers)

Coverage in California

Confie Holding II Co. 401(k) Plan covers 2,122 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $42M.

#7,240
in Finance & Insurance (9,261 peers)
-9.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Confie Holding II Co. 401(k) Plan's outsized position by total assets

Confie Holding II Co. 401(k) Plan vs every filed plan by assets

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

$41,566,730 Top 14% higher than 86% 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

Confie Holding II Co. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confie Holding II Co. 401(k) Plan lands in the large band (2,122 participants).

EBSA filing schedule strip

Filing strip 300448954 · Confie Holding II Co. PY 2022 · 401(k)

Confie Holding II Co. 401(k) Plan · $42M · 2,122 · 86th

  • EBSA $42M
  • EBSA 2,122
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Hba Health Systems, LLC 401(k) Retirement Savings Plan
  • EBSA ind #7240

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 Finance & Insurance retirement plans → · Plans in California →

Confie Holding II Co. 401(k) Plan in the asset neighbourhood

Confie Holding II Co. 401(k) PlanConfie Holding II Co. 401(k)…$42MHba Health Systems, LLC 401(k) Retirement Savings PlanHba Health Systems, LLC 401(…$42MLg Energy Solution Michigan, Inc. 401(k) PlanLg Energy Solution Michigan,…$42MThe Employees Retirement Savings Plan of the Besser CompaniesThe Employees Retirement Sav…$42MMission Cancer + Blood 401(k) PlanMission Cancer + Blood 401(k…$42M
End-of-year total assets ($M) among Confie Holding II Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$42M
Net Income-$4M
Employer EIN300448954
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confie Holding II Co.)

Sponsor-wide plan assets over time

All Confie Holding II Co. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 85.4940814444629% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $41.6M $77.1M ▲ +85.5%
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.

Confie Holding II Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Confie Holding II Co. 401(k) Plan, Total assets ($B): 0.04156673 · Participants: 2122Confie Holding II Co. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Confie Holding II Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Confie Holding II Co. 401(k) Plan side-by-side with 3 peers →

Confie Holding II Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hba Health Systems, LLC 401(k) Retirement Savings Plan in FL ($42M); by covered participants it is Capital Blue Cross Employee Savings Plan in PA (2,123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,122 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 Confie Holding II Co. 401(k) Plan assets move in 2022? ▼
Confie Holding II Co. 401(k) Plan pulled back noticeably - down 9.4% during 2022, from $46M to $42M. Reported net income was -$4M.
How have Confie Holding II Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confie Holding II Co.'s sponsor-wide assets grew 85.5%, from $42M to $77M.
Where does Confie Holding II Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Confie Holding II Co. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Confie Holding II Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hba Health Systems, LLC 401(k) Retirement Savings Plan in FL ($42M, 1,007 participants).
Which 401(k) plans cover a similar participant headcount to Confie Holding II Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Blue Cross Employee Savings Plan in PA (2,123 participants, $380M 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 300448954.

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.