401(k) · DOL Form 5500 · 2022
Center for Fraternal Excellence, Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $48,269
- Avg per participant Low balance/head
Official DOL plan name: Cfe 401(k) Plan · Sponsored by Center for Fraternal Excellence, Inc · Indiana · Other Services
$7M in assets, 143 participants
Center for Fraternal Excellence, Inc's Cfe 401(k) Plan reported $7M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #6,243 in Other Services (8,398 peers)
Coverage in Indiana
Cfe 401(k) Plan covers 143 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $7M.
- #6,243
- in Other Services (8,398 peers)
- -21.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cfe 401(k) Plan's mid-pack asset rank among Other Services and all filers
Cfe 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,902,478 Top 43% higher than 57% 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
Cfe 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. Cfe 401(k) Plan sits mid-pack in the medium band (143 participants).
Form 5500 schedule snapshot
Filing strip 814465551 · Center for Fraternal Excellence, Inc PY 2022 · 401(k)
Cfe 401(k) Plan · $7M · 143 · 57th
- SCH $7M
- EBSA 143
- PART 57th
- TYPE 401(k)
- NET near Southern Counties Lubricants, LLC 401(k) Plan
- BOOK ind #6243
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 Indiana →
Cfe 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 814465551 |
| Plan Effective Date | 2017-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Center for Fraternal Excellence, Inc)
Sponsor-wide plan assets over time
All Center for Fraternal Excellence, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 54.35332064803394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $7M |
| 2023 | 1 | 151 | $9M |
| 2024 | 1 | 164 | $11M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Cfe 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Southern Counties Lubricants, LLC 401(k) Plan in CA ($7M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Novidea Healthcare, Inc. Profit Sharing Plan and Trust (OH) 143 · 0 off
- Tdl Group, Inc. 401(k) Plan (IL) 143 · 0 off
- Plant Partners, Inc. 401(k) Plan (NC) 143 · 0 off
- Main Street Checks, Inc. 401(k) Profit Sharing Plan (AL) 143 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.