401(k) · DOL Form 5500 · 2023

Cfx Incorporated 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
21
Participants Small participant base
64th
Percentile by assets National rank
$611,948
Avg per participant High balance/head
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Official DOL plan name: Cfx Incorporated 401(k) Savings and Retirement Plan · Sponsored by Cfx Incorporated · New York · Professional & Technical Services

$13M in assets, 21 participants

Cfx Incorporated's Cfx Incorporated 401(k) Savings and Retirement Plan reported $13M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,831 in Professional & Technical Services (20,321 peers)

Cfx Incorporated multi-year trail

Cfx Incorporated's plans moved +41.4% in assets from 2022 to 2024; this filing shows Cfx Incorporated 401(k) Savings and Retirement Plan at $13M / 21 participants.

#12,831
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY

Cfx Incorporated 401(k) Savings and Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cfx Incorporated 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$12,850,908 Top 36% higher than 64% 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

Cfx Incorporated 401(k) Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfx Incorporated 401(k) Savings and Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfx Incorporated 401(k) Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cfx Incorporated 401(k) Savings and Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Cfx Incorporated 401(k) Savings and Retirement Plan reported participants rose from 19 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133701943 · Cfx Incorporated PY 2023 · 401(k)

Cfx Incorporated 401(k) Savings and Retirement Plan · $13M · 21 · 64th

  • EBSA $13M
  • PART 21
  • TYPE 64th
  • NET 401(k)
  • BOOK near Morrison Timing Screw Company 401(k) and Profit Sharing Plan
  • VS-ST ind #12831

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 Professional & Technical Services retirement plans → · Plans in New York →

Cfx Incorporated 401(k) Savings and Retirement Plan in the asset neighbourhood

Cfx Incorporated 401(k) Savings and Retirement PlanCfx Incorporated 401(k) Savi…$13MMorrison Timing Screw Company 401(k) and Profit Sharing PlanMorrison Timing Screw Compan…$13MCarlisle Corporation 401(k) Profit Sharing PlanCarlisle Corporation 401(k) …$13MLewis Builders, LLC 401(k) Profit Sharing PlanLewis Builders, LLC 401(k) P…$13MSuperalloy Mfg Solutions Corp. 401(k) Ret PlanSuperalloy Mfg Solutions Cor…$13M
End-of-year total assets ($M) among Cfx Incorporated 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cfx Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Cfx Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$15M 41.42720187746857% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.7M $15.1M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 19 $11M
2023 1 21 $13M
2024 1 20 $15M

Cfx Incorporated filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN133701943
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Cfx Incorporated 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cfx Incorporated 401(k) Savings and Retirement Plan, Total assets ($B): 0.012850908 · Participants: 21Cfx Incorporated 401(k) Savings and Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cfx Incorporated 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cfx Incorporated 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Cfx Incorporated 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Morrison Timing Screw Company 401(k) and Profit Sharing Plan in IL ($13M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Cfx Incorporated 401(k) Savings and Retirement Plan assets move in 2023? ▼
Cfx Incorporated 401(k) Savings and Retirement Plan grew sharply - up 20.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Cfx Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfx Incorporated's sponsor-wide assets grew 41.4%, from $11M to $15M.
Which 401(k) plans are similar in size to Cfx Incorporated 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morrison Timing Screw Company 401(k) and Profit Sharing Plan in IL ($13M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Cfx Incorporated 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 133701943.

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.