401(k) · DOL Form 5500 · 2023

Cb Information Services, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
320
Participants Below avg headcount
72nd
Percentile by assets National rank
$61,897
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cb Insights 401(k) Plan · Sponsored by Cb Information Services, Inc. · New York · Information & Media

$20M in assets, 320 participants

Cb Information Services, Inc.'s Cb Insights 401(k) Plan reported $20M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,773 in Information & Media (2,818 peers)

Coverage in New York

Cb Insights 401(k) Plan covers 320 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $20M.

#1,773
in Information & Media (2,818 peers)
+22.9%
assets growth YoY

Cb Insights 401(k) Plan's outsized position by total assets

Cb Insights 401(k) Plan vs every filed plan by assets

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

$19,806,887 Top 28% higher than 72% 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

Cb Insights 401(k) 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. Cb Insights 401(k) Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cb Insights 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cb Insights 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Cb Insights 401(k) Plan reported participants rose from 308 in the plan year 2022 filing to 320 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272416206 · Cb Information Services, Inc. PY 2023 · 401(k)

Cb Insights 401(k) Plan · $20M · 320 · 72nd

  • BOOK $20M
  • BOOK 320
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Awp, Inc. 401(k) Plan
  • BOOK ind #1773

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 Information & Media retirement plans → · Plans in New York →

Cb Insights 401(k) Plan in the asset neighbourhood

Cb Insights 401(k) Plan$20MAwp, Inc. 401(k) Plan$20MPayroc Worldaccess, LLC 401(k) PlanPayroc Worldaccess, LLC 401(…$20MThe Washington Times 401(k) Savings PlanThe Washington Times 401(k) …$20MDynamic Engineering Consultants 401(k) P/S PlanDynamic Engineering Consulta…$20M
End-of-year total assets ($M) among Cb Insights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN272416206
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cb Information Services, Inc.)

Sponsor-wide plan assets over time

All Cb Information Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 38.6827390501866% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.1M $22.4M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 308 $16M
2023 1 320 $20M
2024 1 255 $22M

Nearby 401(k) Plans in New York

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

Cb Insights 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cb Insights 401(k) Plan, Total assets ($B): 0.019806887 · Participants: 320Cb Insights 401(k) 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
Cb Insights 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cb Insights 401(k) Plan side-by-side with 3 peers →

Cb Insights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Awp, Inc. 401(k) Plan in OH ($20M); by covered participants it is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Cb Insights 401(k) Plan assets move in 2023? ▼
Cb Insights 401(k) Plan grew sharply - up 22.9% during 2023, from $16M to $20M. Reported net income was $4M.
How have Cb Information Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cb Information Services, Inc.'s sponsor-wide assets grew 38.7%, from $16M to $22M.
Which 401(k) plans are similar in size to Cb Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Awp, Inc. 401(k) Plan in OH ($20M, 4,531 participants).
Which 401(k) plans cover a similar participant headcount to Cb Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants, $1M 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 272416206.

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.