401(k) · DOL Form 5500 · 2023
Certified Financial Planner Board of Standards Center for Financial Pl 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $192,808
- Avg per participant Above avg balance/head
Official DOL plan name: Certified Financial Planner Board of Standards 401(k) Plan · Sponsored by Certified Financial Planner Board of Standards Center for Financial Pl · District of Columbia · Other Services
$18M in assets, 92 participants
Certified Financial Planner Board of Standards Center for Financial Pl's Certified Financial Planner Board of Standards 401(k) Plan reported $18M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #6,579 in Other Services (7,857 peers)
Certified Financial Planner Board of Standards Center for Financial Pl multi-year trail
Certified Financial Planner Board of Standards Center for Financial Pl's plans moved +46.1% in assets from 2022 to 2024; this filing shows Certified Financial Planner Board of Standards 401(k) Plan at $18M / 92 participants.
- #6,579
- in Other Services (7,857 peers)
- +23.2%
- assets growth YoY
Certified Financial Planner Board of Standards 401(k) Plan's outsized position by total assets
Certified Financial Planner Board of Standards 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,738,360 Top 30% higher than 70% 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
Certified Financial Planner Board of Standards 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Certified Financial Planner Board of Standards 401(k) Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Certified Financial Planner Board of Standards 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Certified Financial Planner Board of Standards 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Certified Financial Planner Board of Standards 401(k) Plan reported participants rose from 77 in the plan year 2022 filing to 92 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 742385850 · Certified Financial Planner Board of Standards Center for Financial Pl PY 2023 · 401(k)
Certified Financial Planner Board of Standards 401(k) Plan · $18M · 92 · 70th
- ASSETS $18M
- PCT 92
- EIN 70th
- RANK 401(k)
- PHOTO near Universal Screen Arts Retirement Savings Plan
- IND ind #6579
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 Other Services retirement plans → · Plans in District of Columbia →
Certified Financial Planner Board of Standards 401(k) Plan in the asset neighbourhood
Certified Financial Planner Board of Standards Center for Financial Pl multi-year asset trail
Sponsor-wide plan assets over time
All Certified Financial Planner Board of Standards Center for Financial Pl plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 46.10371139542022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $14M |
| 2023 | 1 | 92 | $18M |
| 2024 | 1 | 107 | $21M |
Certified Financial Planner Board of Standards Center for Financial Pl filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 742385850 |
| Plan Effective Date | 1985-07-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Certified Financial Planner Board of Standards 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Universal Screen Arts Retirement Savings Plan in OH ($18M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Universal Screen Arts Retirement Savings Plan (OH) $18M · 247
- Poblocki Paving Corp. 401(k) Savings Plan (WI) $18M · 161
- Graphic Communications 401(k) Plan (CA) $18M · 640
- James Wood Motors 401(k) Plan (TX) $18M · 402
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
- International Marine Products Retirement Plan (CA) 92 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
- The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.