401(k) · DOL Form 5500 · 2023

Cfd Research Corporation 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
208
Participants Below avg headcount
81st
Percentile by assets National rank
$170,024
Avg per participant Above avg balance/head
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Official DOL plan name: Cfd Research Corporation 401(k) Profit Sharing Plan · Sponsored by Cfd Research Corporation · Alabama · Professional & Technical Services

$35M in assets, 208 participants

Cfd Research Corporation's Cfd Research Corporation 401(k) Profit Sharing Plan reported $35M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,692 in Professional & Technical Services (20,321 peers)

Where Cfd Research Corporation 401(k) Profit Sharing Plan sits by assets

Cfd Research Corporation 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $35M for 208 participants (~$170,024/participant), up 12.2% in 2023.

#16,692
in Professional & Technical Services (20,321 peers)
+12.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cfd Research Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Cfd Research Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,364,980 Top 19% higher than 81% 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

Cfd Research Corporation 401(k) Profit Sharing 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. Cfd Research Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfd Research Corporation 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cfd Research Corporation 401(k) Profit Sharing Plan reported participants rose from 166 in the plan year 2022 filing to 208 in the plan year 2023 filing.
  • Cfd Research Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630944385 · Cfd Research Corporation PY 2023 · 401(k)

Cfd Research Corporation 401(k) Profit Sharing Plan · $35M · 208 · 81st

  • EBSA $35M
  • PART 208
  • TYPE 81st
  • NET 401(k)
  • BOOK near Fde 401(k)
  • VS-ST ind #16692

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 Alabama →

Cfd Research Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Starboard Holdings Ltd. 401(k) Retirement PlanStarboard Holdings Ltd. 401(…$35MManafort Brothers, Inc. 401(k) Profit Sharing PlanManafort Brothers, Inc. 401(…$35MCfd Research Corporation 401(k) Profit Sharing PlanCfd Research Corporation 401…$35MFde 401(k)$35MGenesis Physicians 401(k) PlanGenesis Physicians 401(k) Pl…$35M
End-of-year total assets ($M) among Cfd Research Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$9M
Employer EIN630944385
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfd Research Corporation)

Sponsor-wide plan assets over time

All Cfd Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$99M 86.808770928932% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $53M $98.9M ▲ +86.8%
Year Plans Participants Total Assets
2022 2 315 $53M
2023 2 416 $80M
2024 2 499 $99M

Nearby 401(k) Plans in Alabama

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

Cfd Research Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Cfd Research Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.03536498 · Participants: 208Cfd Research Corporation 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Cfd Research Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Cfd Research Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cfd Research Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Fde 401(k) in MD ($35M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Cfd Research Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Cfd Research Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $32M to $35M. Reported net income was $9M.
How have Cfd Research Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfd Research Corporation's sponsor-wide assets grew 86.8%, from $53M to $99M.
Where does Cfd Research Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cfd Research Corporation 401(k) Profit Sharing Plan ranks in the 81st 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 Cfd Research Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fde 401(k) in MD ($35M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Cfd Research Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants, N/A 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 630944385.

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.