401(k) · DOL Form 5500 · 2022

Cbc Latrobe Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
230
Participants Below avg headcount
70th
Percentile by assets National rank
$57,142
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cbc U 401(k) Plan · Sponsored by Cbc Latrobe Acquisition, LLC · Wisconsin · Manufacturing

$13M in assets, 230 participants

Cbc Latrobe Acquisition, LLC's Cbc U 401(k) Plan reported $13M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,156 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Cbc U 401(k) Plan covers 230 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#12,156
in Manufacturing (20,602 peers)
+19.4%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Cbc U 401(k) Plan vs every filed plan by assets

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

$13,142,714 Top 30% higher than 70% 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

Cbc U 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. Cbc U 401(k) Plan sits mid-pack in the medium band (230 participants).

EBSA filing schedule strip

Filing strip 205591123 · Cbc Latrobe Acquisition, LLC PY 2022 · 401(k)

Cbc U 401(k) Plan · $13M · 230 · 70th

  • TYPE $13M
  • TYPE 230
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Integrits Corporation 401(k) Plan
  • TYPE ind #12156

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 Manufacturing retirement plans → · Plans in Wisconsin →

Cbc U 401(k) Plan in the asset neighbourhood

Cbc U 401(k) Plan$13MIntegrits Corporation 401(k) PlanIntegrits Corporation 401(k)…$13MThe Orthopedic Specialty Clinic 401(k) PlanThe Orthopedic Specialty Cli…$13MJana Special Situations Management LP Profit Sharing/401(k) PlanJana Special Situations Mana…$13MFallon Service, Inc. 401(k) PlanFallon Service, Inc. 401(k) …$13M
End-of-year total assets ($M) among Cbc U 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN205591123
Plan Effective Date2007-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Cbc Latrobe Acquisition, LLC)

Sponsor-wide plan assets over time

All Cbc Latrobe Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 45.12943064879902% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $19.1M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 230 $13M
2023 1 727 $17M
2024 1 729 $19M

Nearby 401(k) Plans in Wisconsin

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

Cbc U 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Cbc U 401(k) Plan, Total assets ($B): 0.013142714 · Participants: 230Cbc U 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Cbc U 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cbc U 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Integrits Corporation 401(k) Plan in CA ($13M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Cbc U 401(k) Plan assets move in 2022? ▼
Cbc U 401(k) Plan grew sharply - up 19.4% during 2022, from $11M to $13M. Reported net income was -$1M.
How have Cbc Latrobe Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cbc Latrobe Acquisition, LLC's sponsor-wide assets grew 45.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Cbc U 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrits Corporation 401(k) Plan in CA ($13M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Cbc U 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 participants, N/A 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 205591123.

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.