401(k) · DOL Form 5500 · 2023
Cnl Financial Group Investment Management, LLC 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 139
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $381,043
- Avg per participant High balance/head
Official DOL plan name: Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan · Sponsored by Cnl Financial Group Investment Management, LLC · Florida · Real Estate
$53M in assets, 139 participants
Cnl Financial Group Investment Management, LLC's Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan reported $53M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #4,487 in Real Estate (4,727 peers)
Coverage in Florida
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $53M.
- #4,487
- in Real Estate (4,727 peers)
- +12.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan's outsized position by total assets
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,964,940 Top 14% higher than 86% 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
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan end-of-year assets rose from $47M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan reported participants fell from 148 in the plan year 2022 filing to 139 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 274169415 · Cnl Financial Group Investment Management, LLC PY 2023 · 401(k)
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan · $53M · 139 · 86th
- ASSETS $53M
- ASSETS 139
- ASSETS 86th
- ASSETS 401(k)
- ASSETS near Montana Health Network 401(k) Plan
- ASSETS ind #4487
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 Florida →
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 274169415 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cnl Financial Group Investment Management, LLC)
Sponsor-wide plan assets over time
All Cnl Financial Group Investment Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 21.639256408204346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $47M |
| 2023 | 1 | 139 | $53M |
| 2024 | 1 | 125 | $57M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Montana Health Network 401(k) Plan in MT ($53M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Montana Health Network 401(k) Plan (MT) $53M · 1,245
- Arcturus Healthcare PLC 401(k) Profit Sharing Plan (MI) $53M · 244
- Vantage West Credit Union 401(k) Plan (AZ) $53M · 514
- Redington-Fairview General Hospital 403(b) Plan (ME) $53M · 808
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Daman Products Company, Inc. 401(k) and Profit Sharing Plan (IN) 139 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 139 · 0 off
- Mincey Marble Manufacturing, Inc. 401(k) Plan (GA) 139 · 0 off
- Fisher Ranch, LLC 401(k) Plan (CA) 139 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.