401(k) · DOL Form 5500 · 2023
Cbiz, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 6,370
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $193,180
- Avg per participant Above avg balance/head
Official DOL plan name: Cbiz, Inc. Retirement Savings Plan · Sponsored by Cbiz, Inc. · Ohio · Professional & Technical Services
$1.2B in assets, 6,370 participants
Cbiz, Inc.'s Cbiz, Inc. Retirement Savings Plan reported $1.2B in total assets and 6,370 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #20,179 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Cbiz, Inc. Retirement Savings Plan covers 6,370 participants in Ohio, 8.3x the typical Ohio plan (state average ~765 per filing). Assets: $1.2B.
- #20,179
- in Professional & Technical Services (20,321 peers)
- +22.9%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Cbiz, Inc. Retirement Savings Plan's outsized position by total assets
Cbiz, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,230,554,340 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cbiz, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbiz, Inc. Retirement Savings Plan lands in the large band (6,370 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cbiz, Inc. Retirement Savings Plan reported net income rose from -$103M in the plan year 2022 filing to $229M in the plan year 2023 filing.
- Cbiz, Inc. Retirement Savings Plan end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Cbiz, Inc. Retirement Savings Plan reported participants rose from 5,252 in the plan year 2022 filing to 6,370 in the plan year 2023 filing.
DOL schedule card
Filing strip 222769024 · Cbiz, Inc. PY 2023 · 401(k)
Cbiz, Inc. Retirement Savings Plan · $1.2B · 6,370 · 99th
- EIN $1.2B
- RANK 6,370
- PHOTO 99th
- IND 401(k)
- EOY near Windstream 401(k) Plan
- 5500 ind #20179
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 Ohio →
Cbiz, Inc. Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $229M |
| Employer EIN | 222769024 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cbiz, Inc.)
Sponsor-wide plan assets over time
All Cbiz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 41.910311553860296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,252 | $1.0B |
| 2023 | 1 | 6,370 | $1.2B |
| 2024 | 1 | 6,847 | $1.4B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Cbiz, Inc. Retirement Savings Plan
Cbiz, Inc. Retirement Savings Plan reports $1.2B in end-of-year assets across 6,370 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $193,180 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $229M.
This plan identity (EIN 222769024, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.4B (+41.9%) while covered participants moved from 5,252 to 6,847 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,252 | $1.0B | Open filing |
| 2023 | 6,370 | $1.2B | This page |
| 2024 · index core | 6,847 | $1.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cbiz, Inc. Retirement Savings Plan (401(k), $1.4B, 6,847 participants)
Cbiz, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Windstream 401(k) Plan in AR ($1.2B); by covered participants it is Epiq 401(k) Retirement Plan in GA (6,371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Windstream 401(k) Plan (AR) $1.2B · 10,991
- Hanford Operations and Engineering Investment Plan (WA) $1.2B · 4,306
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan (NY) $1.2B · 9,739
- Northwell Health 401(k) Plan (NY) $1.2B · 45,191
Similar participant headcount
Nearest other-state filings by covered participants (6,370 participants); asset peers above are excluded.
- Epiq 401(k) Retirement Plan (GA) 6,371 · 1 off
- Computershare 401(k) Retirement Plan (MA) 6,368 · 2 off
- Frontier Airlines, Inc. 401(k) Retirement Plan (CO) 6,374 · 4 off
- Tegna 401(k) Savings Plan (VA) 6,365 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.