401(k) · DOL Form 5500 · 2023
Coriolis Investment Group Inc 401(k) Plan
Data updated 2026-08-25
- $374K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $124,643
- Avg per participant Near avg balance/head
Official DOL plan name: Coriolis Investment Group Retirement Plan · Sponsored by Coriolis Investment Group Inc · Ohio · Finance & Insurance
$374K in assets, 3 participants
Coriolis Investment Group Inc's Coriolis Investment Group Retirement Plan reported $374K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #803 in Finance & Insurance (8,869 peers)
Coriolis Investment Group Inc multi-year trail
Coriolis Investment Group Inc's plans moved +25.7% in assets from 2022 to 2024; this filing shows Coriolis Investment Group Retirement Plan at $374K / 3 participants.
- #803
- in Finance & Insurance (8,869 peers)
- +7.7%
- assets growth YoY
Coriolis Investment Group Retirement Plan among the smaller filed plans by assets
Coriolis Investment Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$373,930 15th percentile higher than 15% 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
Coriolis Investment Group Retirement 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. Coriolis Investment Group Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coriolis Investment Group Retirement Plan reported net income rose from -$5K in the plan year 2022 filing to $27K in the plan year 2023 filing.
- Coriolis Investment Group Retirement Plan end-of-year assets rose from $347K in the plan year 2022 filing to $374K in the plan year 2023 filing.
DOL schedule card
Filing strip 453159912 · Coriolis Investment Group Inc PY 2023 · 401(k)
Coriolis Investment Group Retirement Plan · $374K · 3 · 15th
- PART $374K
- PART 3
- PART 15th
- PART 401(k)
- PART near Awan & Associates PC 401(k) Profit Sharing Plan & Trust
- PART ind #803
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 Ohio →
Coriolis Investment Group Retirement Plan in the asset neighbourhood
Coriolis Investment Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Coriolis Investment Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $436K 25.688519962902586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $347K |
| 2023 | 1 | 3 | $374K |
| 2024 | 1 | 3 | $436K |
Coriolis Investment Group Inc filing trail (2023)
| Total Assets (Beginning of Year) | $347K |
|---|---|
| Net Assets (End of Year) | $374K |
| Net Income | $27K |
| Employer EIN | 453159912 |
| Plan Effective Date | 2011-09-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Coriolis Investment Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Awan & Associates PC 401(k) Profit Sharing Plan & Trust in MI ($374K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($374K here).
- Awan & Associates PC 401(k) Profit Sharing Plan & Trust (MI) $374K · 12
- 55 Silver 401(k) Plan (CA) $374K · N/A
- Gelingen 401(k) (UT) $374K · 1
- Fun with Birds Inc 401(k) Plan (NC) $374K · 3
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.