401(k) · DOL Form 5500 · 2023

Bankers Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
796
Participants Near avg headcount
86th
Percentile by assets National rank
$68,466
Avg per participant Below avg balance/head
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Official DOL plan name: Cbm Retirement Investment and 401(k) Plan · Sponsored by Bankers Retirement Services, Inc. · Michigan · Finance & Insurance

$54M in assets, 796 participants

Bankers Retirement Services, Inc.'s Cbm Retirement Investment and 401(k) Plan reported $54M in total assets and 796 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.

  • #7,019 in Finance & Insurance (8,869 peers)

Where Cbm Retirement Investment and 401(k) Plan sits by assets

Cbm Retirement Investment and 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 796 participants (~$68,466/participant), up 17.2% in 2023.

#7,019
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cbm Retirement Investment and 401(k) Plan's outsized position by total assets

Cbm Retirement Investment and 401(k) Plan vs every filed plan by assets

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

$54,498,699 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

Cbm Retirement Investment and 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. Cbm Retirement Investment and 401(k) Plan sits mid-pack in the medium band (796 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cbm Retirement Investment and 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cbm Retirement Investment and 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 796 in the plan year 2023 filing.
  • Cbm Retirement Investment and 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 853255425 · Bankers Retirement Services, Inc. PY 2023 · 401(k)

Cbm Retirement Investment and 401(k) Plan · $54M · 796 · 86th

  • PHOTO $54M
  • IND 796
  • EOY 86th
  • 5500 401(k)
  • ASSETS near The Logical Retirement Solution
  • PCT ind #7019

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 Michigan →

Cbm Retirement Investment and 401(k) Plan in the asset neighbourhood

Cbm Retirement Investment and 401(k) PlanCbm Retirement Investment an…$54MThe Logical Retirement SolutionThe Logical Retirement Solut…$54MImmunitybio 401(k) Plan$54MAccess Cig, LLC 401(k) Profit Sharing PlanAccess Cig, LLC 401(k) Profi…$54MOsg USA, Inc. Profit Sharing and 401(k) PlanOsg USA, Inc. Profit Sharing…$54M
End-of-year total assets ($M) among Cbm Retirement Investment and 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)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN853255425
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Retirement Services, Inc.)

Sponsor-wide plan assets over time

All Bankers Retirement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 37.16741411786872% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.5M $63.8M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 243 $46M
2023 1 796 $54M
2024 1 701 $64M

Nearby 401(k) Plans in Michigan

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

Cbm Retirement Investment and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Cbm Retirement Investment and 401(k) Plan, Total assets ($B): 0.054498699 · Participants: 796Cbm Retirement Investment and 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Cbm Retirement Investment and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Cbm Retirement Investment and 401(k) Plan side-by-side with 3 peers →

Cbm Retirement Investment and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Logical Retirement Solution in PA ($54M); by covered participants it is Ufp Technologies, Inc. 401(k) Plan in MA (796 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (796 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 Cbm Retirement Investment and 401(k) Plan assets move in 2023? ▼
Cbm Retirement Investment and 401(k) Plan grew sharply - up 17.2% during 2023, from $46M to $54M. Reported net income was $8M.
How have Bankers Retirement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bankers Retirement Services, Inc.'s sponsor-wide assets grew 37.2%, from $46M to $64M.
Where does Cbm Retirement Investment and 401(k) Plan rank by assets among Form 5500 filers? ▼
Cbm Retirement Investment and 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 Cbm Retirement Investment and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Logical Retirement Solution in PA ($54M, 1,397 participants).
Which 401(k) plans cover a similar participant headcount to Cbm Retirement Investment and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ufp Technologies, Inc. 401(k) Plan in MA (796 participants, $52M 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 853255425.

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.