401(k) · DOL Form 5500 · 2023

C.P.H. Investment Co. 401(k) Plan

Data updated 2026-08-25

$374K
Total assets Small plan by assets
8
Participants Small participant base
15th
Percentile by assets National rank
$46,810
Avg per participant Low balance/head
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Official DOL plan name: C.P.H. Investment Co. 401(k) Plan · Sponsored by C.P.H. Investment Co. · Minnesota · Administrative & Support Services

$374K in assets, 8 participants

C.P.H. Investment Co.'s C.P.H. Investment Co. 401(k) Plan reported $374K in total assets and 8 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.

  • #1,499 in Administrative & Support Services (4,372 peers)

2023 asset change

C.P.H. Investment Co. 401(k) Plan grew at a solid clip 11.7% in 2023 ($335K → $374K) for 8 participants.

#1,499
in Administrative & Support Services (4,372 peers)
+11.7%
assets growth YoY

C.P.H. Investment Co. 401(k) Plan among the smaller filed plans by assets

C.P.H. Investment Co. 401(k) Plan vs every filed plan by assets

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

$374,479 15th percentile higher than 15% of 127,068 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 2023

C.P.H. Investment Co. 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. C.P.H. Investment Co. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.P.H. Investment Co. 401(k) Plan reported net income rose from -$28K in the plan year 2022 filing to $39K in the plan year 2023 filing.
  • C.P.H. Investment Co. 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • C.P.H. Investment Co. 401(k) Plan end-of-year assets rose from $335K in the plan year 2022 filing to $374K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208243952 · C.P.H. Investment Co. PY 2023 · 401(k)

C.P.H. Investment Co. 401(k) Plan · $374K · 8 · 15th

  • IND $374K
  • EOY 8
  • 5500 15th
  • ASSETS 401(k)
  • PCT near Martel Industries Inc 401(k) Plan
  • EIN ind #1499

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

C.P.H. Investment Co. 401(k) Plan in the asset neighbourhood

C.P.H. Investment Co. 401(k) PlanC.P.H. Investment Co. 401(k)…$374KMartel Industries Inc 401(k) PlanMartel Industries Inc 401(k)…$375KKitchens by Hastings, Inc. 401(k) PlanKitchens by Hastings, Inc. 4…$374KG and L South Bay Investments Inc. 401(k) PlanG and L South Bay Investment…$374KAdam's Apple, Inc. 401(k) PlanAdam's Apple, Inc. 401(k) Pl…$374K
End-of-year total assets ($M) among C.P.H. Investment Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

C.P.H. Investment Co. years around the 2023 move

Sponsor-wide plan assets over time

All C.P.H. Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$340K 1.5545556536891605% vs 2022
2024 filing year
$0.33M$0.34M$0.35M$0.36M$0.37M$0.38M 202220232024 $0.34M $0.34M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $335K
2023 1 8 $374K
2024 1 8 $340K

2023 asset-move particulars

Total Assets (Beginning of Year)$335K
Net Assets (End of Year)$374K
Net Income$39K
Employer EIN208243952
Plan Effective Date2007-01-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

C.P.H. Investment Co. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants C.P.H. Investment Co. 401(k) Plan, Total assets ($B): 0.000374479 · Participants: 8C.P.H. Investment Co. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
C.P.H. Investment Co. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare C.P.H. Investment Co. 401(k) Plan side-by-side with 3 peers →

C.P.H. Investment Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Martel Industries Inc 401(k) Plan in CA ($375K); 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 ($374K 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.

Frequently Asked Questions

How did C.P.H. Investment Co. 401(k) Plan assets move in 2023? ▼
C.P.H. Investment Co. 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $335K to $374K. Reported net income was $39K.
How have C.P.H. Investment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.P.H. Investment Co.'s sponsor-wide assets grew 1.6%, from $335K to $340K.
Where does C.P.H. Investment Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
C.P.H. Investment Co. 401(k) Plan ranks in the 15th 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 C.P.H. Investment Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martel Industries Inc 401(k) Plan in CA ($375K, 7 participants).
Which 401(k) plans cover a similar participant headcount to C.P.H. Investment Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 208243952.

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.