401(k) · DOL Form 5500 · 2023
Cbiz, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 6,370
- Participants
- 99th
- Percentile by assets
- $193,180
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.2B
- total plan assets (2023 EOY)
- 6,370
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $193,180
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Cbiz, Inc. Retirement Savings Plan reports 6,370 participants - 8.3x that state average ($1.2B EOY assets).
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.)
| 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.
Cbiz, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cbiz, Inc. Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cbiz, Inc. Retirement Savings Plan assets move in 2023? ▼
How have Cbiz, Inc. plan assets changed over time? ▼
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Next read for Cbiz, Inc. Retirement Savings Plan
Filing takeaways
Ways to act on Cbiz, Inc. Retirement Savings Plan's numbers.
- By total assets, Cbiz, Inc. Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Cbiz, Inc.'s sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans