401(k) · DOL Form 5500 · 2022

Corporate Finance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
773
Participants Near avg headcount
89th
Percentile by assets National rank
$69,455
Avg per participant Below avg balance/head
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Official DOL plan name: Cfgi 401(k) Plan · Sponsored by Corporate Finance Group, Inc. · Massachusetts · Professional & Technical Services

$54M in assets, 773 participants

Corporate Finance Group, Inc.'s Cfgi 401(k) Plan reported $54M in total assets and 773 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,334 in Professional & Technical Services (21,562 peers)

Where Cfgi 401(k) Plan sits by assets

Cfgi 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 773 participants (~$69,455/participant), up 10.2% in 2022.

#19,334
in Professional & Technical Services (21,562 peers)
+10.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cfgi 401(k) Plan's outsized position by total assets

Cfgi 401(k) Plan vs every filed plan by assets

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

$53,688,931 Top 11% higher than 89% 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

Cfgi 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. Cfgi 401(k) Plan sits mid-pack in the medium band (773 participants).

EBSA filing schedule strip

Filing strip 043545708 · Corporate Finance Group, Inc. PY 2022 · 401(k)

Cfgi 401(k) Plan · $54M · 773 · 89th

  • PCT $54M
  • EIN 773
  • RANK 89th
  • PHOTO 401(k)
  • IND near Globe Metallurgical, Inc. Retirement Savings Plan
  • EOY ind #19334

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Cfgi 401(k) Plan in the asset neighbourhood

Simpson Housing 401(k) Retirement PlanSimpson Housing 401(k) Retir…$54MCfgi 401(k) Plan$54MGlobe Metallurgical, Inc. Retirement Savings PlanGlobe Metallurgical, Inc. Re…$54MSunny Delight Beverages Co. Retirement Savings PlanSunny Delight Beverages Co. …$54MGoldberg Lindsay & Co. LLC 401(k) Profit Sharing PlanGoldberg Lindsay & Co. LLC 4…$54M
End-of-year total assets ($M) among Cfgi 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)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN043545708
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corporate Finance Group, Inc.)

Sponsor-wide plan assets over time

All Corporate Finance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 94.81906056203651% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $53.7M $105M ▲ +94.8%
Year Plans Participants Total Assets
2022 1 773 $54M
2023 1 995 $80M
2024 1 925 $105M

Nearby 401(k) Plans in Massachusetts

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

Cfgi 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Cfgi 401(k) Plan, Total assets ($B): 0.053688931 · Participants: 773Cfgi 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Cfgi 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cfgi 401(k) Plan side-by-side with 3 peers →

Cfgi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Globe Metallurgical, Inc. Retirement Savings Plan in OH ($54M); by covered participants it is Hvcu 401(k) Plan in NY (773 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (773 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 Cfgi 401(k) Plan assets move in 2022? ▼
Cfgi 401(k) Plan grew at a solid clip - up 10.2% during 2022, from $49M to $54M. Reported net income was $5M.
How have Corporate Finance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporate Finance Group, Inc.'s sponsor-wide assets grew 94.8%, from $54M to $105M.
Where does Cfgi 401(k) Plan rank by assets among Form 5500 filers? ▼
Cfgi 401(k) Plan ranks in the 89th 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 Cfgi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Globe Metallurgical, Inc. Retirement Savings Plan in OH ($54M, 891 participants).
Which 401(k) plans cover a similar participant headcount to Cfgi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hvcu 401(k) Plan in NY (773 participants, $64M 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 043545708.

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.