401(k) · DOL Form 5500 · 2022

Cnl Financial Group Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
148
Participants Small participant base
87th
Percentile by assets National rank
$316,940
Avg per participant High balance/head
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Official DOL plan name: Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan · Sponsored by Cnl Financial Group Investment Management, LLC · Florida · Real Estate

$47M in assets, 148 participants

Cnl Financial Group Investment Management, LLC's Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan reported $47M in total assets and 148 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.

  • #4,823 in Real Estate (5,057 peers)

Coverage in Florida

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan covers 148 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $47M.

#4,823
in Real Estate (5,057 peers)
-17.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan's outsized position by total assets

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan vs every filed plan by assets

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

$46,907,134 Top 13% higher than 87% 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

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement 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. Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan sits mid-pack in the medium band (148 participants).

Plan-year Form 5500 strip

Filing strip 274169415 · Cnl Financial Group Investment Management, LLC PY 2022 · 401(k)

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan · $47M · 148 · 87th

  • VS-ST $47M
  • BOY 148
  • SCH 87th
  • EBSA 401(k)
  • PART near Talend Inc. 401(k) Plan
  • TYPE ind #4823

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 Real Estate retirement plans → · Plans in Florida →

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan in the asset neighbourhood

Sunflower Electric Power Corporation 401(k) PlanSunflower Electric Power Cor…$47MCnl Financial Group Subsidiaries and Affiliates Employee Retirement PlanCnl Financial Group Subsidia…$47MCole Haan Retirement Plan$47MTalend Inc. 401(k) Plan$47MMccombs Automotive Group Employee Capital Accmulation PlanMccombs Automotive Group Emp…$47M
End-of-year total assets ($M) among Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$47M
Net Income-$10M
Employer EIN274169415
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cnl Financial Group Investment Management, LLC)

Sponsor-wide plan assets over time

All Cnl Financial Group Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 21.639256408204346% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.9M $57.1M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 148 $47M
2023 1 139 $53M
2024 1 125 $57M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan, Total assets ($B): 0.046907134 · Participants: 148Cnl Financial Group Subsidiaries and Affiliates Employee Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan side-by-side with 3 peers →

Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Talend Inc. 401(k) Plan in CA ($47M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan assets move in 2022? ▼
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan declined sharply - down 17.2% during 2022, from $57M to $47M. Reported net income was -$10M.
How have Cnl Financial Group Investment Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cnl Financial Group Investment Management, LLC's sponsor-wide assets grew 21.6%, from $47M to $57M.
Where does Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan ranks in the 87th 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 Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Talend Inc. 401(k) Plan in CA ($47M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A 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 274169415.

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.