401(k) · DOL Form 5500 · 2022

Certified Financial Planner Board of Standards,Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
77
Participants Small participant base
72nd
Percentile by assets National rank
$187,054
Avg per participant Above avg balance/head
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Official DOL plan name: Certified Financial Planner Board of Standards 401(k) Plan · Sponsored by Certified Financial Planner Board of Standards,Inc · District of Columbia · Other Services

$14M in assets, 77 participants

Certified Financial Planner Board of Standards,Inc's Certified Financial Planner Board of Standards 401(k) Plan reported $14M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,052 in Other Services (8,398 peers)

Certified Financial Planner Board of Standards,Inc multi-year trail

Certified Financial Planner Board of Standards,Inc's plans moved +46.1% in assets from 2022 to 2024; this filing shows Certified Financial Planner Board of Standards 401(k) Plan at $14M / 77 participants.

#7,052
in Other Services (8,398 peers)
-16.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Certified Financial Planner Board of Standards 401(k) Plan's outsized position by total assets

Certified Financial Planner Board of Standards 401(k) Plan vs every filed plan by assets

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

$14,403,181 Top 28% higher than 72% 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

Certified Financial Planner Board of Standards 401(k) 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. Certified Financial Planner Board of Standards 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 742385850 · Certified Financial Planner Board of Standards,Inc PY 2022 · 401(k)

Certified Financial Planner Board of Standards 401(k) Plan · $14M · 77 · 72nd

  • PART $14M
  • PART 77
  • PART 72nd
  • PART 401(k)
  • PART near Cerulli Associates, Inc. 401(k) Plan
  • PART ind #7052

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 Other Services retirement plans → · Plans in District of Columbia →

Certified Financial Planner Board of Standards 401(k) Plan in the asset neighbourhood

Certified Financial Planner Board of Standards 401(k) PlanCertified Financial Planner …$14MCerulli Associates, Inc. 401(k) PlanCerulli Associates, Inc. 401…$14MKobie Marketing, Inc. 401(k) PlanKobie Marketing, Inc. 401(k)…$14MLewis Food Town, Inc. 401(k) PlanLewis Food Town, Inc. 401(k)…$14MCherry Central Cooperative, Inc. Employees Profit Sharing and Investment PlanCherry Central Cooperative, …$14M
End-of-year total assets ($M) among Certified Financial Planner Board of Standards 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Certified Financial Planner Board of Standards,Inc multi-year asset trail

Sponsor-wide plan assets over time

All Certified Financial Planner Board of Standards,Inc plans reported in each filing year

Latest sponsor-wide plan assets
$21M 46.10371139542022% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.4M $21M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 77 $14M
2023 1 92 $18M
2024 1 107 $21M

Certified Financial Planner Board of Standards,Inc filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN742385850
Plan Effective Date1985-07-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Certified Financial Planner Board of Standards 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Certified Financial Planner Board of Standards 401(k) Plan, Total assets ($B): 0.014403181 · Participants: 77Certified Financial Planner Board of Standards 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Certified Financial Planner Board of Standards 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Certified Financial Planner Board of Standards 401(k) Plan side-by-side with 3 peers →

Certified Financial Planner Board of Standards 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Cerulli Associates, Inc. 401(k) Plan in MA ($14M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Certified Financial Planner Board of Standards 401(k) Plan assets move in 2022? ▼
Certified Financial Planner Board of Standards 401(k) Plan declined sharply - down 16.7% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Certified Financial Planner Board of Standards,Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Certified Financial Planner Board of Standards,Inc's sponsor-wide assets grew 46.1%, from $14M to $21M.
Which 401(k) plans are similar in size to Certified Financial Planner Board of Standards 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cerulli Associates, Inc. 401(k) Plan in MA ($14M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Certified Financial Planner Board of Standards 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accend Services, Inc. 401(k) Plan in MN (77 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 742385850.

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.