401(k) · DOL Form 5500 · 2023

Cfsc Shared Services LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
404
Participants Below avg headcount
65th
Percentile by assets National rank
$32,869
Avg per participant Low balance/head
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Official DOL plan name: Cfsc Shared Services, LLC 401(k) Plan · Sponsored by Cfsc Shared Services LLC · North Carolina · Other Services

$13M in assets, 404 participants

Cfsc Shared Services LLC's Cfsc Shared Services, LLC 401(k) Plan reported $13M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,303 in Other Services (7,857 peers)

Coverage in North Carolina

Cfsc Shared Services, LLC 401(k) Plan covers 404 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#6,303
in Other Services (7,857 peers)
+50.0%
assets growth YoY

Cfsc Shared Services, LLC 401(k) Plan's mid-pack asset rank among Other Services and all filers

Cfsc Shared Services, LLC 401(k) Plan vs every filed plan by assets

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

$13,278,950 Top 35% higher than 65% 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

Cfsc Shared Services, LLC 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. Cfsc Shared Services, LLC 401(k) Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfsc Shared Services, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cfsc Shared Services, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Cfsc Shared Services, LLC 401(k) Plan reported participants rose from 350 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263701552 · Cfsc Shared Services LLC PY 2023 · 401(k)

Cfsc Shared Services, LLC 401(k) Plan · $13M · 404 · 65th

  • BOY $13M
  • BOY 404
  • BOY 65th
  • BOY 401(k)
  • BOY near Employee Benefit Plan of Nelson & Sons
  • BOY ind #6303

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 Other Services retirement plans → · Plans in North Carolina →

Cfsc Shared Services, LLC 401(k) Plan in the asset neighbourhood

Cfsc Shared Services, LLC 401(k) PlanCfsc Shared Services, LLC 40…$13MEmployee Benefit Plan of Nelson & SonsEmployee Benefit Plan of Nel…$13MTsay Federal Contracting Companies 401(k) PlanTsay Federal Contracting Com…$13MHarbin Lumber Co., Inc. 401(k) Profit Sharing PlanHarbin Lumber Co., Inc. 401(…$13MDustrol, Inc. Profit Sharing PlanDustrol, Inc. Profit Sharing…$13M
End-of-year total assets ($M) among Cfsc Shared Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN263701552
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfsc Shared Services LLC)

Sponsor-wide plan assets over time

All Cfsc Shared Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 82.99415080461743% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.85M $16.2M ▲ +83.1%
Year Plans Participants Total Assets
2022 1 350 $9M
2023 1 404 $13M
2024 1 437 $16M

Nearby 401(k) Plans in North Carolina

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

Cfsc Shared Services, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Cfsc Shared Services, LLC 401(k) Plan, Total assets ($B): 0.01327895 · Participants: 404Cfsc Shared Services, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Cfsc Shared Services, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cfsc Shared Services, LLC 401(k) Plan side-by-side with 3 peers →

Cfsc Shared Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Employee Benefit Plan of Nelson & Sons in WA ($13M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Cfsc Shared Services, LLC 401(k) Plan assets move in 2023? ▼
Cfsc Shared Services, LLC 401(k) Plan surged - up 50.0% during 2023, from $9M to $13M. Reported net income was $4M.
How have Cfsc Shared Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfsc Shared Services LLC's sponsor-wide assets grew 83.0%, from $9M to $16M.
Which 401(k) plans are similar in size to Cfsc Shared Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Nelson & Sons in WA ($13M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Cfsc Shared Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants, $27M 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 263701552.

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.