401(k) · DOL Form 5500 · 2022

Congruity Hr Holding Company, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
2,028
Participants Near avg headcount
67th
Percentile by assets National rank
$5,546
Avg per participant Low balance/head
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Official DOL plan name: Congruity Hr Retirement Savings Plan · Sponsored by Congruity Hr Holding Company, LLC · North Carolina · Professional & Technical Services

$11M in assets, 2,028 participants

Congruity Hr Holding Company, LLC's Congruity Hr Retirement Savings Plan reported $11M in total assets and 2,028 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,307 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Congruity Hr Retirement Savings Plan covers 2,028 participants in North Carolina, 2.5x the typical North Carolina plan (state average ~819 per filing). Assets: $11M.

#14,307
in Professional & Technical Services (21,562 peers)
-50.0%
assets change YoY

The plan reported a net loss of $566K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Congruity Hr Retirement Savings Plan's outsized position by total assets

Congruity Hr Retirement Savings Plan vs every filed plan by assets

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

$11,246,476 Top 33% higher than 67% 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

Congruity Hr Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Congruity Hr Retirement Savings Plan lands in the large band (2,028 participants).

DOL schedule card

Filing strip 474028932 · Congruity Hr Holding Company, LLC PY 2022 · 401(k)

Congruity Hr Retirement Savings Plan · $11M · 2,028 · 67th

  • RANK $11M
  • RANK 2,028
  • RANK 67th
  • RANK 401(k)
  • RANK near Ward Manufacturing, LLC 401(k) Plan
  • RANK ind #14307

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 North Carolina →

Congruity Hr Retirement Savings Plan in the asset neighbourhood

Congruity Hr Retirement Savings PlanCongruity Hr Retirement Savi…$11MWard Manufacturing, LLC 401(k) PlanWard Manufacturing, LLC 401(…$11MLeoni Wiring Systems, Inc. 401(k) Salary Reduction PlanLeoni Wiring Systems, Inc. 4…$11MNorthrock Partners 401(k) and Profit Sharing PlanNorthrock Partners 401(k) an…$11MCutler Group LP 401(k) Profit Sharing Plan & TrustCutler Group LP 401(k) Profi…$11M
End-of-year total assets ($M) among Congruity Hr Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$11M
Net Income-$566K
Employer EIN474028932
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Congruity Hr Holding Company, LLC)

Sponsor-wide plan assets over time

All Congruity Hr Holding Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 108.09457113499374% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.3M $23.4M ▲ +108.0%
Year Plans Participants Total Assets
2022 1 2,028 $11M
2023 1 2,336 $16M
2024 1 531 $23M

Nearby 401(k) Plans in North Carolina

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

Congruity Hr Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Congruity Hr Retirement Savings Plan, Total assets ($B): 0.011246476 · Participants: 2028Congruity Hr Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Congruity Hr Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Congruity Hr Retirement Savings Plan side-by-side with 3 peers →

Congruity Hr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ward Manufacturing, LLC 401(k) Plan in PA ($11M); by covered participants it is Jack Cooper 401(k) Plan in MO (2,028 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,028 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 Congruity Hr Retirement Savings Plan assets move in 2022? ▼
Congruity Hr Retirement Savings Plan contracted severely - down 50.0% during 2022, from $22M to $11M. Reported net income was -$566K.
How have Congruity Hr Holding Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congruity Hr Holding Company, LLC's sponsor-wide assets grew 108.1%, from $11M to $23M.
Which 401(k) plans are similar in size to Congruity Hr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ward Manufacturing, LLC 401(k) Plan in PA ($11M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Congruity Hr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jack Cooper 401(k) Plan in MO (2,028 participants, $69M 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 474028932.

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.