401(k) · DOL Form 5500 · 2023

Christian Brothers Investment Services, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 45
Participants Small participant base: 72nd
Percentile by assets National rank: $435,483
Avg per participant High balance/head

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Official DOL plan name: Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan · Sponsored by Christian Brothers Investment Services, Inc. · Illinois · Finance & Insurance

$20M in assets, 45 participants

Christian Brothers Investment Services, Inc.'s Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan reported $20M in total assets and 45 participants in its 2023 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.

#5,204 in Finance & Insurance (8,869 peers)

Christian Brothers Investment Services, Inc. multi-year trail

Christian Brothers Investment Services, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan at $20M / 45 participants.

#5,204
in Finance & Insurance (8,869 peers): +17.2%
assets growth YoY

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan's outsized position by total assets

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,596,724 Top 28% higher than 72% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan is a small filing (45 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan reported participants fell from 48 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 314930314 · Christian Brothers Investment Services, Inc. PY 2023 · 401(k)

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan · $20M · 45 · 72nd

PCT $20M
EIN 45
RANK 72nd
PHOTO 401(k)
IND near Ga Telesis, LLC Profit Sharing Plan
EOY ind #5204

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 Illinois →

End-of-year total assets ($M) among Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Christian Brothers Investment Services, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $23M 39.84356251455044% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	48	$17M
2023	1	45	$20M
2024	1	48	$23M

Christian Brothers Investment Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	314930314
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan side-by-side with 3 peers →

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ga Telesis, LLC Profit Sharing Plan in FL ($20M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Ga Telesis, LLC Profit Sharing Plan (FL) $20M · 307
Providence Medical Group 401(k) Profit Sharing Plan (IN) $20M · 126
Pacific Bells, Inc. Employee Benefit Plan (WA) $20M · 9,343
Atlantic Testing Laboratories, Limited 401(k) Retirement Savings Plan (NY) $20M · 205

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

First National Financial Services 401(k) Plan (MN) 45 · 0 off
Hc of Virginia 401(k) Plan (VA) 45 · 0 off
Family Health Care Medical Group of Modesto 401(k) Profit Sharing Plan (CA) 45 · 0 off
Matan Holdings Corporation 401(k) (MD) 45 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan assets move in 2023? ▼

Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan grew sharply - up 17.2% during 2023, from $17M to $20M. Reported net income was $3M.

How have Christian Brothers Investment Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Christian Brothers Investment Services, Inc.'s sponsor-wide assets grew 39.8%, from $17M to $23M.

Which 401(k) plans are similar in size to Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ga Telesis, LLC Profit Sharing Plan in FL ($20M, 307 participants).

Which 401(k) plans cover a similar participant headcount to Christian Brothers Investment Services, Inc. 401(k) Tax Deferred Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 314930314.