401(k) · DOL Form 5500 · 2023

Center for Fraternal Excellence, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
151
Participants Small participant base
56th
Percentile by assets National rank
$58,859
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cfe 401(k) Plan · Sponsored by Center for Fraternal Excellence, Inc. · Indiana · Other Services

$9M in assets, 151 participants

Center for Fraternal Excellence, Inc.'s Cfe 401(k) Plan reported $9M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,858 in Other Services (7,857 peers)

Coverage in Indiana

Cfe 401(k) Plan covers 151 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $9M.

#5,858
in Other Services (7,857 peers)
+28.8%
assets growth YoY

Cfe 401(k) Plan's mid-pack asset rank among Other Services and all filers

Cfe 401(k) Plan vs every filed plan by assets

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

$8,887,746 Top 44% higher than 56% 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

Cfe 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. Cfe 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfe 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cfe 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cfe 401(k) Plan reported participants rose from 143 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814465551 · Center for Fraternal Excellence, Inc. PY 2023 · 401(k)

Cfe 401(k) Plan · $9M · 151 · 56th

  • 5500 $9M
  • 5500 151
  • 5500 56th
  • 5500 401(k)
  • 5500 near Tmwe 401(k) Profit Sharing Plan
  • 5500 ind #5858

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 Indiana →

Cfe 401(k) Plan in the asset neighbourhood

Cfe 401(k) Plan$9MTmwe 401(k) Profit Sharing PlanTmwe 401(k) Profit Sharing P…$9MFarren International, LLC 401(k) Profit Sharing Plan and TrustFarren International, LLC 40…$9MWestmoor Manufacturing Company Profit Sharing Plan and TrustWestmoor Manufacturing Compa…$9M403(b) Thrift Plan of Maryhurst, Inc.403(b) Thrift Plan of Maryhu…$9M
End-of-year total assets ($M) among Cfe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN814465551
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Fraternal Excellence, Inc.)

Sponsor-wide plan assets over time

All Center for Fraternal Excellence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 54.35332064803394% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.9M $10.7M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 143 $7M
2023 1 151 $9M
2024 1 164 $11M

Nearby 401(k) Plans in Indiana

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

Cfe 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Cfe 401(k) Plan, Total assets ($B): 0.008887746 · Participants: 151Cfe 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Cfe 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Cfe 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Tmwe 401(k) Profit Sharing Plan in FL ($9M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Cfe 401(k) Plan assets move in 2023? ▼
Cfe 401(k) Plan grew sharply - up 28.8% during 2023, from $7M to $9M. Reported net income was $2M.
How have Center for Fraternal Excellence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Fraternal Excellence, Inc.'s sponsor-wide assets grew 54.4%, from $7M to $11M.
Which 401(k) plans are similar in size to Cfe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tmwe 401(k) Profit Sharing Plan in FL ($9M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Cfe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 814465551.

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.