Profit Sharing · DOL Form 5500 · 2023

Cedar Crest Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
221
Participants Below avg headcount
43rd
Percentile by assets National rank
$20,852
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cedar Crest 403(b) Plan · Sponsored by Cedar Crest Inc · Wisconsin · Healthcare & Social Assistance

$5M in assets, 221 participants

Cedar Crest Inc's Cedar Crest 403(b) Plan reported $5M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,190 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Cedar Crest 403(b) Plan covers 221 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#8,190
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

Cedar Crest 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cedar Crest 403(b) Plan vs every filed plan by assets

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

$4,608,379 43rd percentile higher than 43% 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

Cedar Crest 403(b) 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. Cedar Crest 403(b) Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cedar Crest 403(b) Plan reported net income rose from -$954K in the plan year 2022 filing to $548K in the plan year 2023 filing.
  • Cedar Crest 403(b) Plan reported participants rose from 186 in the plan year 2022 filing to 221 in the plan year 2023 filing.
  • Cedar Crest 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391025444 · Cedar Crest Inc PY 2023 · Profit Sharing

Cedar Crest 403(b) Plan · $5M · 221 · 43rd

  • PART $5M
  • PART 221
  • PART 43rd
  • PART Profit Sharing
  • PART near Jmh Profit Sharing Plan
  • PART ind #8190

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Cedar Crest 403(b) Plan in the asset neighbourhood

Cedar Crest 403(b) Plan$5MJmh Profit Sharing Plan$5MVia Mobility Services 403(b) PlanVia Mobility Services 403(b)…$5MCrown Furniture Co Inc Profit Sharing & Savings Plan & TrustCrown Furniture Co Inc Profi…$5MBowden Development, Inc. Profit Sharing PlanBowden Development, Inc. Pro…$5M
End-of-year total assets ($M) among Cedar Crest 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$548K
Employer EIN391025444
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cedar Crest Inc)

Sponsor-wide plan assets over time

All Cedar Crest Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.2223675141124% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.06M $5.37M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 186 $4M
2023 1 221 $5M
2024 1 242 $5M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cedar Crest 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Cedar Crest 403(b) Plan, Total assets ($B): 0.004608379 · Participants: 221Cedar Crest 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Cedar Crest 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Cedar Crest 403(b) Plan side-by-side with 3 peers →

Cedar Crest 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Jmh Profit Sharing Plan in ID ($5M); by covered participants it is Willamette Family, Inc. 403b Retirement Plan in OR (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Cedar Crest 403(b) Plan assets move in 2023? ▼
Cedar Crest 403(b) Plan grew at a solid clip - up 13.5% during 2023, from $4M to $5M. Reported net income was $548K.
How have Cedar Crest Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cedar Crest Inc's sponsor-wide assets grew 32.2%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Cedar Crest 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jmh Profit Sharing Plan in ID ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Cedar Crest 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Willamette Family, Inc. 403b Retirement Plan in OR (221 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 391025444.

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.