401(k) · DOL Form 5500 · 2023

The Change Company Cdfi LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
559
Participants Below avg headcount
79th
Percentile by assets National rank
$52,591
Avg per participant Low balance/head
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Official DOL plan name: The Change Company Cdfi LLC 401(k) Plan · Sponsored by The Change Company Cdfi LLC · California · Finance & Insurance

$29M in assets, 559 participants

The Change Company Cdfi LLC's The Change Company Cdfi LLC 401(k) Plan reported $29M in total assets and 559 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,005 in Finance & Insurance (8,869 peers)

Where The Change Company Cdfi LLC 401(k) Plan sits by assets

The Change Company Cdfi LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 559 participants (~$52,591/participant), up 10.5% in 2023.

#6,005
in Finance & Insurance (8,869 peers)
+10.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Change Company Cdfi LLC 401(k) Plan's outsized position by total assets

The Change Company Cdfi LLC 401(k) Plan vs every filed plan by assets

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

$29,398,301 Top 21% higher than 79% 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

The Change Company Cdfi LLC 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. The Change Company Cdfi LLC 401(k) Plan sits mid-pack in the medium band (559 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Change Company Cdfi LLC 401(k) Plan reported net income rose from -$237K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Change Company Cdfi LLC 401(k) Plan reported participants fell from 819 in the plan year 2022 filing to 559 in the plan year 2023 filing.
  • The Change Company Cdfi LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201938893 · The Change Company Cdfi LLC PY 2023 · 401(k)

The Change Company Cdfi LLC 401(k) Plan · $29M · 559 · 79th

  • 5500 $29M
  • ASSETS 559
  • PCT 79th
  • EIN 401(k)
  • RANK near Viaflex 401(k) Plan
  • PHOTO ind #6005

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 California →

The Change Company Cdfi LLC 401(k) Plan in the asset neighbourhood

The Change Company Cdfi LLC 401(k) PlanThe Change Company Cdfi LLC …$29MBhs Corrugated-North America, Inc. 401 (K) Savings PlanBhs Corrugated-North America…$29MJ. Knipper and Company, Inc. Profit Sharing PlanJ. Knipper and Company, Inc.…$29MViaflex 401(k) Plan$29MWeldon, Williams & Lick, Inc. 401(k) PlanWeldon, Williams & Lick, Inc…$29M
End-of-year total assets ($M) among The Change Company Cdfi LLC 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)$27M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN201938893
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Change Company Cdfi LLC)

Sponsor-wide plan assets over time

All The Change Company Cdfi LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 21.798064190378227% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.6M $32.4M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 819 $27M
2023 1 559 $29M
2024 1 449 $32M

Nearby 401(k) Plans in California

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

The Change Company Cdfi LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Change Company Cdfi LLC 401(k) Plan, Total assets ($B): 0.029398301 · Participants: 559The Change Company Cdfi LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Change Company Cdfi LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Change Company Cdfi LLC 401(k) Plan side-by-side with 3 peers →

The Change Company Cdfi LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Viaflex 401(k) Plan in SD ($29M); by covered participants it is Remco, Inc. Employees 401(k) Plan in PA (559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (559 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 The Change Company Cdfi LLC 401(k) Plan assets move in 2023? ▼
The Change Company Cdfi LLC 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $27M to $29M. Reported net income was $3M.
How have The Change Company Cdfi LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Change Company Cdfi LLC's sponsor-wide assets grew 21.8%, from $27M to $32M.
Where does The Change Company Cdfi LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Change Company Cdfi LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Change Company Cdfi LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viaflex 401(k) Plan in SD ($29M, 424 participants).
Which 401(k) plans cover a similar participant headcount to The Change Company Cdfi LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Remco, Inc. Employees 401(k) Plan in PA (559 participants, $38M 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 201938893.

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.