401(k) · DOL Form 5500 · 2023

Cfi Management LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 19
Participants Small participant base: 51st
Percentile by assets National rank: $368,174
Avg per participant High balance/head

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Official DOL plan name: Cfi Management LLC · Sponsored by Cfi Management LLC · Maryland · Retail Trade

$7M in assets, 19 participants

Cfi Management LLC's Cfi Management LLC reported $7M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#5,154 in Retail Trade (8,414 peers)

2023 asset change

Cfi Management LLC grew sharply 16.9% in 2023 ($6M → $7M) for 19 participants.

#5,154
in Retail Trade (8,414 peers): +16.9%
assets growth YoY

Cfi Management LLC's mid-pack asset rank among Retail Trade and all filers

Cfi Management LLC vs every filed plan by assets

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

$6,995,308 Top 49% higher than 51% 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

Cfi Management LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfi Management LLC is a small filing (19 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cfi Management LLC reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Cfi Management LLC reported participants fell from 26 in the plan year 2022 filing to 19 in the plan year 2023 filing.
Cfi Management LLC end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 873075812 · Cfi Management LLC PY 2023 · 401(k)

Cfi Management LLC · $7M · 19 · 51st

NET $7M
NET 19
NET 51st
NET 401(k)
NET near The Woodlands Christian Academy 403(b) Plan
NET ind #5154

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 Retail Trade retirement plans → · Plans in Maryland →

End-of-year total assets ($M) among Cfi Management LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cfi Management LLC years around the 2023 move

Latest sponsor-wide plan assets: $6M 6.575272097367668% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	26	$6M
2023	1	19	$7M
2024	1	19	$6M

2023 asset-move particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	873075812
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Cfi Management LLC vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Cfi Management LLC side-by-side with 3 peers →

Cfi Management LLC's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Woodlands Christian Academy 403(b) Plan in TX ($7M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

The Woodlands Christian Academy 403(b) Plan (TX) $7M · 184
Swyfft Holdings LLC 401(k) Plan (NJ) $7M · 151
Selip & Stylianou, LLP 401(k) Savings Plan (NY) $7M · 141
Staffscapes, Inc. 401(k) Profit Sharing Plan (CO) $7M · 907

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 0 off
American Interstate Bancorporation 401(k) Plan & Trust (NE) 19 · 0 off

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 Cfi Management LLC assets move in 2023? ▼

Cfi Management LLC grew sharply - up 16.9% during 2023, from $6M to $7M. Reported net income was $1M.

How have Cfi Management LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cfi Management LLC's sponsor-wide assets declined 6.6%, from $6M to $6M.

Which 401(k) plans are similar in size to Cfi Management LLC? ▼

Among 401(k) plans in other states, the closest by assets is The Woodlands Christian Academy 403(b) Plan in TX ($7M, 184 participants).

Which 401(k) plans cover a similar participant headcount to Cfi Management LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 873075812.