401(k) · DOL Form 5500 · 2023

Columbian Mutual Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
308
Participants Below avg headcount
90th
Percentile by assets National rank
$264,758
Avg per participant High balance/head
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Official DOL plan name: Cfg Savings & Profit Sharing Plan · Sponsored by Columbian Mutual Life Insurance Company · New York · Finance & Insurance

$82M in assets, 308 participants

Columbian Mutual Life Insurance Company's Cfg Savings & Profit Sharing Plan reported $82M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,483 in Finance & Insurance (8,869 peers)

Coverage in New York

Cfg Savings & Profit Sharing Plan covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $82M.

#7,483
in Finance & Insurance (8,869 peers)
+11.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Cfg Savings & Profit Sharing Plan's outsized position by total assets

Cfg Savings & Profit Sharing Plan vs every filed plan by assets

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

$81,545,418 Top 10% higher than 90% 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

Cfg Savings & Profit Sharing 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. Cfg Savings & Profit Sharing Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfg Savings & Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cfg Savings & Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Cfg Savings & Profit Sharing Plan reported participants rose from 297 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 150274455 · Columbian Mutual Life Insurance Company PY 2023 · 401(k)

Cfg Savings & Profit Sharing Plan · $82M · 308 · 90th

  • RANK $82M
  • PHOTO 308
  • IND 90th
  • EOY 401(k)
  • 5500 near National Beverage Investment and Profit Sharing Plan
  • ASSETS ind #7483

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 Finance & Insurance retirement plans → · Plans in New York →

Cfg Savings & Profit Sharing Plan in the asset neighbourhood

Cfg Savings & Profit Sharing PlanCfg Savings & Profit Sharing…$82MNational Beverage Investment and Profit Sharing PlanNational Beverage Investment…$82MCaptive Resources 401(k) Plan$82MBazaarvoice 401(k) Plan$82MJayco, Inc. 401(k) Savings & Investment Plan & Trust PlanJayco, Inc. 401(k) Savings &…$82M
End-of-year total assets ($M) among Cfg Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$82M
Net Income$9M
Employer EIN150274455
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbian Mutual Life Insurance Company)

Sponsor-wide plan assets over time

All Columbian Mutual Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$157M 115.58675367819515% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $72.9M $157M ▲ +115.6%
Year Plans Participants Total Assets
2022 2 410 $73M
2023 2 410 $168M
2024 2 377 $157M

Nearby 401(k) Plans in New York

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

Cfg Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cfg Savings & Profit Sharing Plan, Total assets ($B): 0.081545418 · Participants: 308Cfg Savings & Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cfg Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cfg Savings & Profit Sharing Plan side-by-side with 3 peers →

Cfg Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is National Beverage Investment and Profit Sharing Plan in FL ($82M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Cfg Savings & Profit Sharing Plan assets move in 2023? ▼
Cfg Savings & Profit Sharing Plan grew at a solid clip - up 11.9% during 2023, from $73M to $82M. Reported net income was $9M.
How have Columbian Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbian Mutual Life Insurance Company's sponsor-wide assets grew 115.6%, from $73M to $157M.
Where does Cfg Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cfg Savings & Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cfg Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Beverage Investment and Profit Sharing Plan in FL ($82M, 1,433 participants).
Which 401(k) plans cover a similar participant headcount to Cfg Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemberton Healthcare Services 401(k) Plan in TN (308 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 150274455.

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.