401(k) · DOL Form 5500 · 2022

The Change Company Cdfi LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
819
Participants Near avg headcount
81st
Percentile by assets National rank
$32,489
Avg per participant Low balance/head
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Official DOL plan name: The Change Company Cdfi LLC 401(k) Plan · Sponsored by The Change Company Cdfi LLC · California · Finance & Insurance

$27M in assets, 819 participants

The Change Company Cdfi LLC's The Change Company Cdfi LLC 401(k) Plan reported $27M in total assets and 819 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,470 in Finance & Insurance (9,261 peers)

Where The Change Company Cdfi LLC 401(k) Plan sits by assets

The Change Company Cdfi LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 819 participants (~$32,489/participant), down 0.9% in 2022.

#6,470
in Finance & Insurance (9,261 peers)
-0.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Change Company Cdfi LLC 401(k) Plan's outsized position by total assets

The Change Company Cdfi LLC 401(k) Plan vs every filed plan by assets

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

$26,608,505 Top 19% higher than 81% 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

The Change Company Cdfi LLC 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. The Change Company Cdfi LLC 401(k) Plan sits mid-pack in the medium band (819 participants).

Published 5500 schedule card

Filing strip 201938893 · The Change Company Cdfi LLC PY 2022 · 401(k)

The Change Company Cdfi LLC 401(k) Plan · $27M · 819 · 81st

  • ASSETS $27M
  • PCT 819
  • EIN 81st
  • RANK 401(k)
  • PHOTO near 4life Research, LLC 401(k) Plan
  • IND ind #6470

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 California →

The Change Company Cdfi LLC 401(k) Plan in the asset neighbourhood

The Change Company Cdfi LLC 401(k) PlanThe Change Company Cdfi LLC …$27M4life Research, LLC 401(k) Plan4life Research, LLC 401(k) P…$27MMarine Hydraulics International 401 (K) PlanMarine Hydraulics Internatio…$27MHometrust Mortgage Company Employee 401(k) and Profit Sharing PlanHometrust Mortgage Company E…$27MAmerican Cancer Society Cancer Action Network 401(k) PlanAmerican Cancer Society Canc…$27M
End-of-year total assets ($M) among The Change Company Cdfi LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$27M
Net Income-$237K
Employer EIN201938893
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Change Company Cdfi LLC)

Sponsor-wide plan assets over time

All The Change Company Cdfi LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 21.798064190378227% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.6M $32.4M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 819 $27M
2023 1 559 $29M
2024 1 449 $32M

Nearby 401(k) Plans in California

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

The Change Company Cdfi LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Change Company Cdfi LLC 401(k) Plan, Total assets ($B): 0.026608505 · Participants: 819The Change Company Cdfi LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Change Company Cdfi LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Change Company Cdfi LLC 401(k) Plan side-by-side with 3 peers →

The Change Company Cdfi LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 4life Research, LLC 401(k) Plan in UT ($27M); by covered participants it is Police and Fire Federal Credit Union Employees Retirement Plan in PA (819 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (819 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 The Change Company Cdfi LLC 401(k) Plan assets move in 2022? ▼
The Change Company Cdfi LLC 401(k) Plan held essentially flat - down 0.9% during 2022, from $27M to $27M. Reported net income was -$237K.
How have The Change Company Cdfi LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Change Company Cdfi LLC's sponsor-wide assets grew 21.8%, from $27M to $32M.
Where does The Change Company Cdfi LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Change Company Cdfi LLC 401(k) Plan ranks in the 81st 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 The Change Company Cdfi LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 4life Research, LLC 401(k) Plan in UT ($27M, 352 participants).
Which 401(k) plans cover a similar participant headcount to The Change Company Cdfi LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Police and Fire Federal Credit Union Employees Retirement Plan in PA (819 participants, $76M 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 201938893.

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.