401(k) · DOL Form 5500 · 2023
Cgs Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 8
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $3.5M
- Avg per participant High balance/head
Official DOL plan name: Cgs Industries, Inc. Retirement Trust · Sponsored by Cgs Industries, Inc. · New York · Other Services
$28M in assets, 8 participants
Cgs Industries, Inc.'s Cgs Industries, Inc. Retirement Trust reported $28M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,997 in Other Services (7,857 peers)
Where Cgs Industries, Inc. Retirement Trust sits by assets
Cgs Industries, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $28M for 8 participants (~$3.5M/participant), up 19.7% in 2023.
- #6,997
- in Other Services (7,857 peers)
- +19.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cgs Industries, Inc. Retirement Trust's outsized position by total assets
Cgs Industries, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,932,687 Top 22% higher than 78% 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
Cgs Industries, Inc. Retirement Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cgs Industries, Inc. Retirement Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cgs Industries, Inc. Retirement Trust reported participants rose from 2 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- Cgs Industries, Inc. Retirement Trust reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Cgs Industries, Inc. Retirement Trust end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
DOL schedule card
Filing strip 200049620 · Cgs Industries, Inc. PY 2023 · 401(k)
Cgs Industries, Inc. Retirement Trust · $28M · 8 · 78th
- ASSETS $28M
- PCT 8
- EIN 78th
- RANK 401(k)
- PHOTO near Barghausen Consulting Engineers, Inc. 401(k) Profit Sharing Plan & Trust
- IND ind #6997
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 Other Services retirement plans → · Plans in New York →
Cgs Industries, Inc. Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 200049620 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cgs Industries, Inc.)
Sponsor-wide plan assets over time
All Cgs Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 45.09356946478829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $23M |
| 2023 | 1 | 8 | $28M |
| 2024 | 1 | 6 | $34M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Cgs Industries, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Barghausen Consulting Engineers, Inc. 401(k) Profit Sharing Plan & Trust in WA ($28M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.