401(k) · DOL Form 5500 · 2022
Cion Investment Group LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $147,048
- Avg per participant Above avg balance/head
Official DOL plan name: Cion 401(k) Savings Plan · Sponsored by Cion Investment Group LLC · New York · Finance & Insurance
$11M in assets, 75 participants
Cion Investment Group LLC's Cion 401(k) Savings Plan reported $11M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #4,668 in Finance & Insurance (9,261 peers)
Cion Investment Group LLC multi-year trail
Cion Investment Group LLC's plans moved +50.7% in assets from 2022 to 2024; this filing shows Cion 401(k) Savings Plan at $11M / 75 participants.
- #4,668
- in Finance & Insurance (9,261 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cion 401(k) Savings Plan's outsized position by total assets
Cion 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,028,630 Top 33% higher than 67% 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
Cion 401(k) Savings 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. Cion 401(k) Savings Plan is a small filing (75 participants) on this national headcount ladder.
DOL schedule card
Filing strip 453275112 · Cion Investment Group LLC PY 2022 · 401(k)
Cion 401(k) Savings Plan · $11M · 75 · 67th
- PHOTO $11M
- IND 75
- EOY 67th
- 5500 401(k)
- ASSETS near Metalico, Inc. Savings Plan
- PCT ind #4668
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 New York →
Cion 401(k) Savings Plan in the asset neighbourhood
Cion Investment Group LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cion Investment Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 50.67705598972855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $11M |
| 2023 | 1 | 82 | $13M |
| 2024 | 1 | 81 | $17M |
Cion Investment Group LLC filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 453275112 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Cion 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Metalico, Inc. Savings Plan in NJ ($11M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 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.