401(k) · DOL Form 5500 · 2023

Cbc Latrobe Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
727
Participants Near avg headcount
69th
Percentile by assets National rank
$23,145
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cbc U 401(k) Plan · Sponsored by Cbc Latrobe Acquisition, LLC · Wisconsin · Manufacturing

$17M in assets, 727 participants

Cbc Latrobe Acquisition, LLC's Cbc U 401(k) Plan reported $17M in total assets and 727 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,948 in Manufacturing (18,722 peers)

Cbc Latrobe Acquisition, LLC multi-year trail

Cbc Latrobe Acquisition, LLC's plans moved +45.1% in assets from 2022 to 2024; this filing shows Cbc U 401(k) Plan at $17M / 727 participants.

#10,948
in Manufacturing (18,722 peers)
+28.0%
assets growth YoY

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

Cbc U 401(k) Plan vs every filed plan by assets

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

$16,826,748 Top 31% higher than 69% 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

Cbc U 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. Cbc U 401(k) Plan sits mid-pack in the medium band (727 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cbc U 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cbc U 401(k) Plan reported participants rose from 230 in the plan year 2022 filing to 727 in the plan year 2023 filing.
  • Cbc U 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205591123 · Cbc Latrobe Acquisition, LLC PY 2023 · 401(k)

Cbc U 401(k) Plan · $17M · 727 · 69th

  • ASSETS $17M
  • ASSETS 727
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Phillips Nizer LLP 401(k) Savings Plan
  • ASSETS ind #10948

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 Manufacturing retirement plans → · Plans in Wisconsin →

Cbc U 401(k) Plan in the asset neighbourhood

Cbc U 401(k) Plan$17MPhillips Nizer LLP 401(k) Savings PlanPhillips Nizer LLP 401(k) Sa…$17MInternational Contractors, Inc. 401(k) Plan and TrustInternational Contractors, I…$17MThe Lead Group of Companies 401(k) PlanThe Lead Group of Companies …$17MPacific Dealership Group Retirement PlanPacific Dealership Group Ret…$17M
End-of-year total assets ($M) among Cbc U 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cbc Latrobe Acquisition, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cbc Latrobe Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 45.12943064879902% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $19.1M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 230 $13M
2023 1 727 $17M
2024 1 729 $19M

Cbc Latrobe Acquisition, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN205591123
Plan Effective Date2007-03-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Cbc U 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Cbc U 401(k) Plan, Total assets ($B): 0.016826748 · Participants: 727Cbc U 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Cbc U 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cbc U 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Phillips Nizer LLP 401(k) Savings Plan in NY ($17M); by covered participants it is Pape-Dawson Consulting Engineers, LLC. Employee 401(k) Plan in TX (727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (727 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 Cbc U 401(k) Plan assets move in 2023? ▼
Cbc U 401(k) Plan grew sharply - up 28.0% during 2023, from $13M to $17M. Reported net income was $4M.
How have Cbc Latrobe Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cbc Latrobe Acquisition, LLC's sponsor-wide assets grew 45.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Cbc U 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillips Nizer LLP 401(k) Savings Plan in NY ($17M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Cbc U 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pape-Dawson Consulting Engineers, LLC. Employee 401(k) Plan in TX (727 participants, $103M 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 205591123.

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.