401(k) · DOL Form 5500 · 2023

Churchill Management Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
101
Participants Small participant base
73rd
Percentile by assets National rank
$206,696
Avg per participant Above avg balance/head
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Official DOL plan name: Churchill Management Corp 401(k) Prof Shar Plan · Sponsored by Churchill Management Corporation · California · Finance & Insurance

$21M in assets, 101 participants

Churchill Management Corporation's Churchill Management Corp 401(k) Prof Shar Plan reported $21M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,338 in Finance & Insurance (8,869 peers)

Coverage in California

Churchill Management Corp 401(k) Prof Shar Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $21M.

#5,338
in Finance & Insurance (8,869 peers)
+27.6%
assets growth YoY

Churchill Management Corp 401(k) Prof Shar Plan's outsized position by total assets

Churchill Management Corp 401(k) Prof Shar Plan vs every filed plan by assets

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

$20,876,260 Top 27% higher than 73% 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

Churchill Management Corp 401(k) Prof Shar 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. Churchill Management Corp 401(k) Prof Shar Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Churchill Management Corp 401(k) Prof Shar Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Churchill Management Corp 401(k) Prof Shar Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Churchill Management Corp 401(k) Prof Shar Plan reported participants fell from 106 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952472632 · Churchill Management Corporation PY 2023 · 401(k)

Churchill Management Corp 401(k) Prof Shar Plan · $21M · 101 · 73rd

  • PCT $21M
  • PCT 101
  • PCT 73rd
  • PCT 401(k)
  • PCT near Ocular Therapeutix, Inc. Employee Retirement Plan
  • PCT ind #5338

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 California →

Churchill Management Corp 401(k) Prof Shar Plan in the asset neighbourhood

Churchill Management Corp 401(k) Prof Shar PlanChurchill Management Corp 40…$21MOcular Therapeutix, Inc. Employee Retirement PlanOcular Therapeutix, Inc. Emp…$21MWinmark Corporation 401(k) Savings PlanWinmark Corporation 401(k) S…$21MManufacturing Resources International 401(k) Profit Sharing PlanManufacturing Resources Inte…$21MThe Csi Companies, Inc. 401(k) Profit Sharing Plan and TrustThe Csi Companies, Inc. 401(…$21M
End-of-year total assets ($M) among Churchill Management Corp 401(k) Prof Shar Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN952472632
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Churchill Management Corporation)

Sponsor-wide plan assets over time

All Churchill Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 58.243590767666774% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $25.9M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 106 $16M
2023 1 101 $21M
2024 1 116 $26M

Nearby 401(k) Plans in California

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

Churchill Management Corp 401(k) Prof Shar Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Churchill Management Corp 401(k) Prof Shar Plan, Total assets ($B): 0.02087626 · Participants: 101Churchill Management Corp 401(k) Prof Shar PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Churchill Management Corp 401(k) Prof Shar Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Churchill Management Corp 401(k) Prof Shar Plan side-by-side with 3 peers →

Churchill Management Corp 401(k) Prof Shar Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ocular Therapeutix, Inc. Employee Retirement Plan in MA ($21M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Churchill Management Corp 401(k) Prof Shar Plan assets move in 2023? ▼
Churchill Management Corp 401(k) Prof Shar Plan grew sharply - up 27.6% during 2023, from $16M to $21M. Reported net income was $5M.
How have Churchill Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Churchill Management Corporation's sponsor-wide assets grew 58.2%, from $16M to $26M.
Which 401(k) plans are similar in size to Churchill Management Corp 401(k) Prof Shar Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocular Therapeutix, Inc. Employee Retirement Plan in MA ($21M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Churchill Management Corp 401(k) Prof Shar Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 952472632.

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.