401(k) · DOL Form 5500 · 2023
Onecbi, LLC Dba Cbi 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $54,468
- Avg per participant Low balance/head
Official DOL plan name: Cbi 401(k) Retirement Plan · Sponsored by Onecbi, LLC Dba Cbi · North Carolina · Professional & Technical Services
$8M in assets, 141 participants
Onecbi, LLC Dba Cbi's Cbi 401(k) Retirement Plan reported $8M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,436 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Cbi 401(k) Retirement Plan covers 141 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.
- #10,436
- in Professional & Technical Services (20,321 peers)
- +25.2%
- assets growth YoY
Cbi 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Cbi 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,680,038 Top 47% higher than 53% 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
Cbi 401(k) 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. Cbi 401(k) Retirement Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cbi 401(k) Retirement Plan reported net income rose from -$687K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cbi 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Cbi 401(k) Retirement Plan reported participants rose from 137 in the plan year 2022 filing to 141 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 470966094 · Onecbi, LLC Dba Cbi PY 2023 · 401(k)
Cbi 401(k) Retirement Plan · $8M · 141 · 53rd
- EBSA $8M
- PART 141
- TYPE 53rd
- NET 401(k)
- BOOK near Chicago White Metal Casting, Inc. Profit Sharing & Savings Trust
- VS-ST ind #10436
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 North Carolina →
Cbi 401(k) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 470966094 |
| Plan Effective Date | 2015-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Onecbi, LLC Dba Cbi)
Sponsor-wide plan assets over time
All Onecbi, LLC Dba Cbi plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 42.00719721242538% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $6M |
| 2023 | 1 | 141 | $8M |
| 2024 | 1 | 129 | $9M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Cbi 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Chicago White Metal Casting, Inc. Profit Sharing & Savings Trust in IL ($8M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Chicago White Metal Casting, Inc. Profit Sharing & Savings Trust (IL) $8M · 210
- Bd / Sire 401(k) Plan (NY) $8M · 492
- Timevalue Employee 401(k) Plan (CA) $8M · 39
- Spec Consulting 401(k) Plan (NY) $8M · 21
Similar participant headcount
Nearest other-state filings by covered participants (141 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.