401(k) · DOL Form 5500 · 2022
Cannon Financial Institute, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $510,082
- Avg per participant High balance/head
Official DOL plan name: Cannon Financial Institute Cash or Deferred Profit Sharing Plan · Sponsored by Cannon Financial Institute, Inc. · Georgia · Educational Services
$16M in assets, 32 participants
Cannon Financial Institute, Inc.'s Cannon Financial Institute Cash or Deferred Profit Sharing Plan reported $16M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,278 in Educational Services (4,024 peers)
2022 asset change
Cannon Financial Institute Cash or Deferred Profit Sharing Plan declined sharply 21.0% in 2022 ($21M → $16M) for 32 participants.
- #2,278
- in Educational Services (4,024 peers)
- -21.0%
- 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.
Cannon Financial Institute Cash or Deferred Profit Sharing Plan's outsized position by total assets
Cannon Financial Institute Cash or Deferred Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,322,610 Top 26% higher than 74% 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
Cannon Financial Institute Cash or Deferred Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cannon Financial Institute Cash or Deferred Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 561294153 · Cannon Financial Institute, Inc. PY 2022 · 401(k)
Cannon Financial Institute Cash or Deferred Profit Sharing Plan · $16M · 32 · 74th
- IND $16M
- IND 32
- IND 74th
- IND 401(k)
- IND near Northwoods Consulting Partners, Inc. 401(k) Plan
- IND ind #2278
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 Educational Services retirement plans → · Plans in Georgia →
Cannon Financial Institute Cash or Deferred Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 561294153 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Cannon Financial Institute Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Northwoods Consulting Partners, Inc. 401(k) Plan in OH ($16M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 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.