401(k) · DOL Form 5500 · 2023

Cdi, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 129
Participants Small participant base: 36th
Percentile by assets National rank: $23,683
Avg per participant Low balance/head

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Official DOL plan name: Cdi, LLC 401(k) Plan · Sponsored by Cdi, LLC · Iowa · Construction

$3M in assets, 129 participants

Cdi, LLC's Cdi, LLC 401(k) Plan reported $3M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#3,055 in Construction (9,030 peers)

Coverage in Iowa

Cdi, LLC 401(k) Plan covers 129 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $3M.

#3,055
in Construction (9,030 peers): +35.5%
assets growth YoY

Cdi, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Cdi, LLC 401(k) Plan vs every filed plan by assets

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

$3,055,137 36th percentile higher than 36% 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

Cdi, LLC 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. Cdi, LLC 401(k) Plan sits mid-pack in the medium band (129 participants).

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%)

Cdi, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $801K in the plan year 2023 filing.
Cdi, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Cdi, LLC 401(k) Plan reported participants fell from 132 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352171122 · Cdi, LLC PY 2023 · 401(k)

Cdi, LLC 401(k) Plan · $3M · 129 · 36th

VS-ST $3M
BOY 129
SCH 36th
EBSA 401(k)
PART near Mcvay Brothers Contractors, Inc. 401(k) Profit Sharing Plan and Trust
TYPE ind #3055

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 Construction retirement plans → · Plans in Iowa →

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

Iowa filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$801K
Employer EIN	352171122
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cdi, LLC)

Latest sponsor-wide plan assets: $4M 68.48054418099625% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	132	$2M
2023	1	129	$3M
2024	1	116	$4M

Nearby 401(k) Plans in Iowa

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

Cdi, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Cdi, LLC 401(k) Plan side-by-side with 3 peers →

Cdi, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Mcvay Brothers Contractors, Inc. 401(k) Profit Sharing Plan and Trust in WA ($3M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Mcvay Brothers Contractors, Inc. 401(k) Profit Sharing Plan and Trust (WA) $3M · 282
Zircar Zirconia, Inc 401(k) Plan & Trust (NY) $3M · 14
Kore Power 401(k) Plan (ID) $3M · 32
Philbrook Museum of Art Defined Contribution Retirement Plan (OK) $3M · 100

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

Agmus Ventures Retirement Plan (FL) 129 · 0 off
Moulton Logistics Management (CA) 129 · 0 off
Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
Pml, Inc. 401(k) Retirement Plan (TN) 129 · 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 Cdi, LLC 401(k) Plan assets move in 2023? ▼

Cdi, LLC 401(k) Plan surged - up 35.5% during 2023, from $2M to $3M. Reported net income was $801K.

How have Cdi, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cdi, LLC's sponsor-wide assets grew 68.5%, from $2M to $4M.

Which 401(k) plans are similar in size to Cdi, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mcvay Brothers Contractors, Inc. 401(k) Profit Sharing Plan and Trust in WA ($3M, 282 participants).

Which 401(k) plans cover a similar participant headcount to Cdi, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 352171122.