401(k) · DOL Form 5500 · 2023

Class Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 30th
Percentile by assets National rank: $938,419
Avg per participant High balance/head

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Official DOL plan name: Class Investment Group, Inc. Profit Sharing Plan · Sponsored by Class Investment Group, Inc. · Texas · Real Estate

$2M in assets, 2 participants

Class Investment Group, Inc.'s Class Investment Group, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#2,316 in Real Estate (4,727 peers)

Class Investment Group, Inc. multi-year trail

Class Investment Group, Inc.'s plans moved +55.1% in assets from 2022 to 2024; this filing shows Class Investment Group, Inc. Profit Sharing Plan at $2M / 2 participants.

#2,316
in Real Estate (4,727 peers): +28.5%
assets growth YoY

Class Investment Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Class Investment Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,876,838 30th percentile higher than 30% 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

Class Investment Group, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Class Investment Group, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

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%)

Class Investment Group, Inc. Profit Sharing Plan reported net income rose from -$504K in the plan year 2022 filing to $416K in the plan year 2023 filing.
Class Investment Group, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200772408 · Class Investment Group, Inc. PY 2023 · 401(k)

Class Investment Group, Inc. Profit Sharing Plan · $2M · 2 · 30th

EBSA $2M
PART 2
TYPE 30th
NET 401(k)
BOOK near Zynergia Hr 401(k) Plan
VS-ST ind #2316

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 Texas →

End-of-year total assets ($M) among Class Investment Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Class Investment Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 55.099034973649985% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$2M
2024	1	2	$2M

Class Investment Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$416K
Employer EIN	200772408
Plan Effective Date	2004-02-24
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Class Investment Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Class Investment Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Class Investment Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zynergia Hr 401(k) Plan in IN ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Zynergia Hr 401(k) Plan (IN) $2M · 646
Ferronix, Inc. (IN) $2M · 34
Freedom Abstract 401(k) Plan (NY) $2M · 12
Cal-Nevada Towing & Transport, Inc. 401(k) Plan (NV) $2M · 31

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 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 Class Investment Group, Inc. Profit Sharing Plan assets move in 2023? ▼

Class Investment Group, Inc. Profit Sharing Plan grew sharply - up 28.5% during 2023, from $1M to $2M. Reported net income was $416K.

How have Class Investment Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Class Investment Group, Inc.'s sponsor-wide assets grew 55.1%, from $1M to $2M.

Which 401(k) plans are similar in size to Class Investment Group, Inc. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Zynergia Hr 401(k) Plan in IN ($2M, 646 participants).

Which 401(k) plans cover a similar participant headcount to Class Investment Group, Inc. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 200772408.