401(k) · DOL Form 5500 · 2023

Community Development Resource Group 401(k) Plan

Data updated 2026-08-25

$228K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$113,792
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Development Resource Group 401(k) Profit Sharing Plan · Sponsored by Community Development Resource Group · California · Real Estate

$228K in assets, 2 participants

Community Development Resource Group's Community Development Resource Group 401(k) Profit Sharing Plan reported $228K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #841 in Real Estate (4,727 peers)

Community Development Resource Group multi-year trail

Community Development Resource Group's plans moved +132.2% in assets from 2022 to 2024; this filing shows Community Development Resource Group 401(k) Profit Sharing Plan at $228K / 2 participants.

#841
in Real Estate (4,727 peers)
+56.7%
assets growth YoY

Community Development Resource Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Community Development Resource Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$227,584 12th percentile higher than 12% 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

Community Development Resource Group 401(k) Profit Sharing 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. Community Development Resource Group 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Development Resource Group 401(k) Profit Sharing Plan end-of-year assets rose from $145K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Community Development Resource Group 401(k) Profit Sharing Plan reported net income rose from $56K in the plan year 2022 filing to $82K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 815156036 · Community Development Resource Group PY 2023 · 401(k)

Community Development Resource Group 401(k) Profit Sharing Plan · $228K · 2 · 12th

  • VS-ST $228K
  • BOY 2
  • SCH 12th
  • EBSA 401(k)
  • PART near Boca Raton Cardiology Retirement Plan
  • TYPE ind #841

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 Real Estate retirement plans → · Plans in California →

Community Development Resource Group 401(k) Profit Sharing Plan in the asset neighbourhood

Community Development Resource Group 401(k) Profit Sharing PlanCommunity Development Resour…$228KBoca Raton Cardiology Retirement PlanBoca Raton Cardiology Retire…$228KCopper Eye Surgery, Corp. 401(k) PlanCopper Eye Surgery, Corp. 40…$228KGlobal Tower, LLC 401(k) Plan$228KSydbro 401(k)$228K
End-of-year total assets ($M) among Community Development Resource Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Community Development Resource Group multi-year asset trail

Sponsor-wide plan assets over time

All Community Development Resource Group plans reported in each filing year

Latest sponsor-wide plan assets
$337K 132.2022694722926% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.15M $0.34M ▲ +126.7%
Year Plans Participants Total Assets
2022 1 2 $145K
2023 1 2 $228K
2024 1 2 $337K

Community Development Resource Group filing trail (2023)

Total Assets (Beginning of Year)$145K
Net Assets (End of Year)$228K
Net Income$82K
Employer EIN815156036
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Community Development Resource Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Community Development Resource Group 401(k) Profit Sharing Plan, Total assets ($B): 0.000227584 · Participants: 2Community Development Resource Group 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Community Development Resource Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Community Development Resource Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Community Development Resource Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boca Raton Cardiology Retirement Plan in FL ($228K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($228K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Community Development Resource Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Community Development Resource Group 401(k) Profit Sharing Plan surged - up 56.7% during 2023, from $145K to $228K. Reported net income was $82K.
How have Community Development Resource Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Development Resource Group's sponsor-wide assets grew 132.2%, from $145K to $337K.
Where does Community Development Resource Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Community Development Resource Group 401(k) Profit Sharing Plan ranks in the 12th 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 Community Development Resource Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boca Raton Cardiology Retirement Plan in FL ($228K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Community Development Resource Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 815156036.

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.