401(k) · DOL Form 5500 · 2023

Corporate Finance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
995
Participants Near avg headcount
90th
Percentile by assets National rank
$80,487
Avg per participant Below avg balance/head
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Official DOL plan name: Cfgi 401(k) Plan · Sponsored by Corporate Finance Group, Inc. · Massachusetts · Professional & Technical Services

$80M in assets, 995 participants

Corporate Finance Group, Inc.'s Cfgi 401(k) Plan reported $80M in total assets and 995 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.

  • #18,480 in Professional & Technical Services (20,321 peers)

Where Cfgi 401(k) Plan sits by assets

Cfgi 401(k) Plan sits in the top 10% of all filed plans by assets, $80M for 995 participants (~$80,487/participant), up 49.2% in 2023.

#18,480
in Professional & Technical Services (20,321 peers)
+49.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Cfgi 401(k) Plan's outsized position by total assets

Cfgi 401(k) Plan vs every filed plan by assets

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

$80,084,651 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

Cfgi 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. Cfgi 401(k) Plan sits mid-pack in the medium band (995 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfgi 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Cfgi 401(k) Plan end-of-year assets rose from $54M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Cfgi 401(k) Plan reported participants rose from 773 in the plan year 2022 filing to 995 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043545708 · Corporate Finance Group, Inc. PY 2023 · 401(k)

Cfgi 401(k) Plan · $80M · 995 · 90th

  • EBSA $80M
  • EBSA 995
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Basis Global Technologies, Inc. 401(k) Savings Plan
  • EBSA ind #18480

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Cfgi 401(k) Plan in the asset neighbourhood

Sumitomo Bakelite NA Savings PlanSumitomo Bakelite NA Savings…$80MBasis Global Technologies, Inc. 401(k) Savings PlanBasis Global Technologies, I…$80MCfgi 401(k) Plan$80MCosentino's Food Stores 401(k) Profit Sharing Plan and TrustCosentino's Food Stores 401(…$80MTriumph Financial, Inc. 401(k) PlanTriumph Financial, Inc. 401(…$80M
End-of-year total assets ($M) among Cfgi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$80M
Net Income$26M
Employer EIN043545708
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corporate Finance Group, Inc.)

Sponsor-wide plan assets over time

All Corporate Finance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 94.81906056203651% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $53.7M $105M ▲ +94.8%
Year Plans Participants Total Assets
2022 1 773 $54M
2023 1 995 $80M
2024 1 925 $105M

Nearby 401(k) Plans in Massachusetts

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

Cfgi 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cfgi 401(k) Plan, Total assets ($B): 0.080084651 · Participants: 995Cfgi 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Cfgi 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cfgi 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Basis Global Technologies, Inc. 401(k) Savings Plan in IL ($80M); by covered participants it is Jump Operations, LLC Employee 401(k) Plan in IL (995 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (995 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 Cfgi 401(k) Plan assets move in 2023? ▼
Cfgi 401(k) Plan surged - up 49.2% during 2023, from $54M to $80M. Reported net income was $26M.
How have Corporate Finance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporate Finance Group, Inc.'s sponsor-wide assets grew 94.8%, from $54M to $105M.
Where does Cfgi 401(k) Plan rank by assets among Form 5500 filers? ▼
Cfgi 401(k) 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 Cfgi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Basis Global Technologies, Inc. 401(k) Savings Plan in IL ($80M, 835 participants).
Which 401(k) plans cover a similar participant headcount to Cfgi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jump Operations, LLC Employee 401(k) Plan in IL (995 participants, $323M 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 043545708.

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.