401(k) · DOL Form 5500 · 2022
Bankers Retirement Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 243
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $191,292
- Avg per participant Above avg balance/head
Official DOL plan name: Cbm Retirement Investment and 401(k) Plan · Sponsored by Bankers Retirement Services, Inc. · Michigan · Finance & Insurance
$46M in assets, 243 participants
Bankers Retirement Services, Inc.'s Cbm Retirement Investment and 401(k) Plan reported $46M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #7,390 in Finance & Insurance (9,261 peers)
Coverage in Michigan
Cbm Retirement Investment and 401(k) Plan covers 243 participants in Michigan, about 38% of the average Michigan filer (state average ~638 per filing). Assets: $46M.
- #7,390
- in Finance & Insurance (9,261 peers)
- +70.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cbm Retirement Investment and 401(k) Plan's outsized position by total assets
Cbm Retirement Investment and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$46,483,971 Top 13% higher than 87% 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
Cbm Retirement Investment and 401(k) 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. Cbm Retirement Investment and 401(k) Plan sits mid-pack in the medium band (243 participants).
Form 5500 schedule snapshot
Filing strip 853255425 · Bankers Retirement Services, Inc. PY 2022 · 401(k)
Cbm Retirement Investment and 401(k) Plan · $46M · 243 · 87th
- EIN $46M
- EIN 243
- EIN 87th
- EIN 401(k)
- EIN near Lion Copolymer Geismar LLC Savings and Supplemental Plan
- EIN ind #7390
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 Michigan →
Cbm Retirement Investment and 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$6M |
| Employer EIN | 853255425 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bankers Retirement Services, Inc.)
Sponsor-wide plan assets over time
All Bankers Retirement Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 37.16741411786872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $46M |
| 2023 | 1 | 796 | $54M |
| 2024 | 1 | 701 | $64M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Cbm Retirement Investment and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Lion Copolymer Geismar LLC Savings and Supplemental Plan in LA ($46M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan (PA) 243 · 0 off
- Chariot Auto Retirement Readiness 401(k)Plan (IN) 243 · 0 off
- Crestview Rv 401(k) Plan (TX) 243 · 0 off
- Mitchell's Salon and Day Spa, Inc. 401(k) Plan (OH) 243 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.