401(k) · DOL Form 5500 · 2023

Crm Investments Inc. 401(k) Plan

Data updated 2026-08-25

$231K
Total assets Small plan by assets: 2
Participants Small participant base: 12th
Percentile by assets National rank: $115,560
Avg per participant Below avg balance/head

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Official DOL plan name: Crm Investments Inc. 401(k) Plan · Sponsored by Crm Investments Inc. · California · Real Estate

$231K in assets, 2 participants

Crm Investments Inc.'s Crm Investments Inc. 401(k) Plan reported $231K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#860 in Real Estate (4,727 peers)

What the 2023 filing shows

Crm Investments Inc. 401(k) Plan holds $231K for 2 participants - about $115,560 per participant, among the smaller plans by assets on file.

#860
in Real Estate (4,727 peers): +3.3%
assets growth YoY

Crm Investments Inc. 401(k) Plan among the smaller filed plans by assets

Crm Investments Inc. 401(k) Plan vs every filed plan by assets

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

$231,119 12th percentile higher than 12% 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

Crm Investments Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crm Investments Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

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%)

Crm Investments Inc. 401(k) Plan reported net income rose from -$43K in the plan year 2022 filing to $7K in the plan year 2023 filing.
Crm Investments Inc. 401(k) Plan end-of-year assets rose from $224K in the plan year 2022 filing to $231K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454557859 · Crm Investments Inc. PY 2023 · 401(k)

Crm Investments Inc. 401(k) Plan · $231K · 2 · 12th

EIN $231K
RANK 2
PHOTO 12th
IND 401(k)
EOY near Undrdog World Wide, Corp. 401(k) Plan
5500 ind #860

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 Real Estate retirement plans → · Plans in California →

End-of-year total assets ($M) among Crm Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$224K
Net Assets (End of Year)	$231K
Net Income	$7K
Employer EIN	454557859
Plan Effective Date	2012-02-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Crm Investments Inc.)

Latest sponsor-wide plan assets: $221K 1.158499535349203% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$224K
2023	2	4	$487K
2024	1	2	$221K

Nearby 401(k) Plans in California

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

Crm Investments Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Crm Investments Inc. 401(k) Plan side-by-side with 3 peers →

Crm Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Undrdog World Wide, Corp. 401(k) Plan in AZ ($231K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231K here).

Undrdog World Wide, Corp. 401(k) Plan (AZ) $231K · 1
Percy Inc. 401(k) Plan (OK) $231K · 1
Jessejay's Company 401(k) Plan (MD) $231K · 10
Mako Forestry 401(k) (AL) $231K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 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 Crm Investments Inc. 401(k) Plan assets move in 2023? ▼

Crm Investments Inc. 401(k) Plan edged up modestly - up 3.3% during 2023, from $224K to $231K. Reported net income was $7K.

How have Crm Investments Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Crm Investments Inc.'s sponsor-wide assets declined 1.2%, from $224K to $221K.

Where does Crm Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Crm Investments Inc. 401(k) Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Crm Investments Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Undrdog World Wide, Corp. 401(k) Plan in AZ ($231K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Crm Investments Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 454557859.