401(k) · DOL Form 5500 · 2023
Company Retirement Plan 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $34,245
- Avg per participant Low balance/head
Official DOL plan name: Company Retirement Plan · Sponsored by Company Retirement Plan · Pennsylvania · Professional & Technical Services
$1M in assets, 36 participants
Company Retirement Plan's Company Retirement Plan reported $1M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #4,243 in Professional & Technical Services (20,321 peers)
Company Retirement Plan multi-year trail
Company Retirement Plan's plans moved +52.9% in assets from 2022 to 2024; this filing shows Company Retirement Plan at $1M / 36 participants.
- #4,243
- in Professional & Technical Services (20,321 peers)
- +30.7%
- assets growth YoY
Company Retirement Plan among the smaller filed plans by assets
Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,232,808 25th percentile higher than 25% 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
Company Retirement 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. Company Retirement Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Company Retirement Plan reported net income rose from -$50K in the plan year 2022 filing to $290K in the plan year 2023 filing.
- Company Retirement Plan end-of-year assets rose from $943K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Company Retirement Plan reported participants rose from 32 in the plan year 2022 filing to 36 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 461318881 · Company Retirement Plan PY 2023 · 401(k)
Company Retirement Plan · $1M · 36 · 25th
- VS-ST $1M
- BOY 36
- SCH 25th
- EBSA 401(k)
- PART near Reindeer Shuttle, Inc. Retirement
- TYPE ind #4243
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 Pennsylvania →
Company Retirement Plan in the asset neighbourhood
Company Retirement Plan multi-year asset trail
Sponsor-wide plan assets over time
All Company Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 52.879437347422275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $943K |
| 2023 | 1 | 36 | $1M |
| 2024 | 1 | 33 | $1M |
Company Retirement Plan filing trail (2023)
| Total Assets (Beginning of Year) | $943K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $290K |
| Employer EIN | 461318881 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Reindeer Shuttle, Inc. Retirement in IN ($1M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
- Btx Technologies, Inc. 401(k) Plan (NY) 36 · 0 off
- Klink Equipment, LLC Retirement Plan (WI) 36 · 0 off
- S.a. Graham Company, Inc. 401(k) Plan (AL) 36 · 0 off
- Fumuso Christesen LLP Cash or Deferred Plan and Trust (NY) 36 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.