401(k) · DOL Form 5500 · 2023

Confie Holding II Co. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
2,042
Participants Near avg headcount
86th
Percentile by assets National rank
$26,467
Avg per participant Low balance/head
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Official DOL plan name: Confie Holding II Co. 401(k) Plan · Sponsored by Confie Holding II Co. · California · Finance & Insurance

$54M in assets, 2,042 participants

Confie Holding II Co.'s Confie Holding II Co. 401(k) Plan reported $54M in total assets and 2,042 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,006 in Finance & Insurance (8,869 peers)

Coverage in California

Confie Holding II Co. 401(k) Plan covers 2,042 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $54M.

#7,006
in Finance & Insurance (8,869 peers)
+30.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Confie Holding II Co. 401(k) Plan's outsized position by total assets

Confie Holding II Co. 401(k) Plan vs every filed plan by assets

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

$54,044,814 Top 14% higher than 86% 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

Confie Holding II Co. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confie Holding II Co. 401(k) Plan lands in the large band (2,042 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Confie Holding II Co. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Confie Holding II Co. 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Confie Holding II Co. 401(k) Plan reported participants fell from 2,122 in the plan year 2022 filing to 2,042 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300448954 · Confie Holding II Co. PY 2023 · 401(k)

Confie Holding II Co. 401(k) Plan · $54M · 2,042 · 86th

  • EIN $54M
  • RANK 2,042
  • PHOTO 86th
  • IND 401(k)
  • EOY near American Psychiatric Association Retirement Savings Plan
  • 5500 ind #7006

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 →

Confie Holding II Co. 401(k) Plan in the asset neighbourhood

Confie Holding II Co. 401(k) PlanConfie Holding II Co. 401(k)…$54MAmerican Psychiatric Association Retirement Savings PlanAmerican Psychiatric Associa…$54MNordic Group of Companies, Ltd. Employees' 401(k) Savings andNordic Group of Companies, L…$54MBurns White Profit Sharing PlanBurns White Profit Sharing P…$54MGerald Champion Regional Medical Center 401(k) PlanGerald Champion Regional Med…$54M
End-of-year total assets ($M) among Confie Holding II Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$54M
Net Income$12M
Employer EIN300448954
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confie Holding II Co.)

Sponsor-wide plan assets over time

All Confie Holding II Co. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 85.4940814444629% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $41.6M $77.1M ▲ +85.5%
Year Plans Participants Total Assets
2022 1 2,122 $42M
2023 1 2,042 $54M
2024 1 2,892 $77M

Nearby 401(k) Plans in California

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

Confie Holding II Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Confie Holding II Co. 401(k) Plan, Total assets ($B): 0.054044814 · Participants: 2042Confie Holding II Co. 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
Confie Holding II Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Confie Holding II Co. 401(k) Plan side-by-side with 3 peers →

Confie Holding II Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Psychiatric Association Retirement Savings Plan in DC ($54M); by covered participants it is Smith Packett Med-Com, LLC 401(k) Retirement Plan in VA (2,042 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,042 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 Confie Holding II Co. 401(k) Plan assets move in 2023? ▼
Confie Holding II Co. 401(k) Plan surged - up 30.0% during 2023, from $42M to $54M. Reported net income was $12M.
How have Confie Holding II Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confie Holding II Co.'s sponsor-wide assets grew 85.5%, from $42M to $77M.
Where does Confie Holding II Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Confie Holding II Co. 401(k) Plan ranks in the 86th 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 Confie Holding II Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Psychiatric Association Retirement Savings Plan in DC ($54M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Confie Holding II Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smith Packett Med-Com, LLC 401(k) Retirement Plan in VA (2,042 participants, $5M 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 300448954.

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.