401(k) · DOL Form 5500 · 2022

Confie Holding II Co. 401(k) Plan

Data updated 2026-08-11

$42M
Total assets
2,122
Participants
86th
Percentile by assets
$19,588
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$42M
total plan assets (2022 EOY)
2,122
covered participants
86th
percentile by assets (of 139,126 plans)
$19,588
avg assets per participant

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.

Where Confie Holding II Co. 401(k) Plan sits 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 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Confie Holding II Co. 401(k) Plan reports 2,122 participants - 3.4x that state average ($42M EOY assets).

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.)

$20M$40M$60M$80M$100M 202220232024 $41.6M $77.1M ▲ +85.5%
Total plan assets by year, all Confie Holding II Co. plans on file
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 ($B) Participants Confie Holding II Co…, Total assets ($B): 0.04156673 · Participants: 2122Confie Holding II Co…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Confie Holding II Co. 401(k) Plan by total assets, not by location.

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).

Next read for Confie Holding II Co. 401(k) Plan

Filing takeaways

Ways to act on Confie Holding II Co. 401(k) Plan's numbers.

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.