401(k) · DOL Form 5500 · 2023

Cse Insurance Services, Inc 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 130
Participants Small participant base: 74th
Percentile by assets National rank: $165,997
Avg per participant Above avg balance/head

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Official DOL plan name: Cse Insurance Services 401(k) Plan · Sponsored by Cse Insurance Services, Inc · Oregon · Finance & Insurance

$22M in assets, 130 participants

Cse Insurance Services, Inc's Cse Insurance Services 401(k) Plan reported $22M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

#5,412 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Cse Insurance Services 401(k) Plan covers 130 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $22M.

#5,412
in Finance & Insurance (8,869 peers): -0.1%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cse Insurance Services 401(k) Plan's outsized position by total assets

Cse Insurance Services 401(k) Plan vs every filed plan by assets

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

$21,579,637 Top 26% higher than 74% 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

Cse Insurance Services 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. Cse Insurance Services 401(k) Plan sits mid-pack in the medium band (130 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 943231596 · Cse Insurance Services, Inc PY 2023 · 401(k)

Cse Insurance Services 401(k) Plan · $22M · 130 · 74th

PART $22M
TYPE 130
NET 74th
BOOK 401(k)
VS-ST near Therapeutic Research Center LLC 401(k) Profit Sharing Plan and Trust
BOY ind #5412

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 Oregon →

End-of-year total assets ($M) among Cse Insurance Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$22M
Net Income	-$21K
Employer EIN	943231596
Plan Effective Date	1995-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cse Insurance Services, Inc)

Latest sponsor-wide plan assets: $24M 10.484893698628943% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	130	$22M
2024	1	86	$24M

Nearby 401(k) Plans in Oregon

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

Cse Insurance Services 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare Cse Insurance Services 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Therapeutic Research Center LLC 401(k) Profit Sharing Plan and Trust in CA ($22M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Therapeutic Research Center LLC 401(k) Profit Sharing Plan and Trust (CA) $22M · 180
Lenfest Enterprises Retirement Plan (PA) $22M · 94
Dermcare Management, LLC 401(k) Plan (FL) $22M · 728
Pac-12 Enterprises, LLC Generation Plan (CA) $22M · 139

Similar participant headcount

Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.

Animax Designs, Inc. (TN) 130 · 0 off
American Portfolios Holdings, (NY) 130 · 0 off
Ambridge US Services Company, Inc 401(k) Plan (NY) 130 · 0 off
The Neuro Behavioral Center for Growth LLC-401(k) Plan (UT) 130 · 0 off

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 Cse Insurance Services 401(k) Plan assets move in 2023? ▼

Cse Insurance Services 401(k) Plan held essentially flat - down 0.1% during 2023, from $22M to $22M. Reported net income was -$21K.

How have Cse Insurance Services, Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Cse Insurance Services, Inc's sponsor-wide assets grew 10.5%, from $22M to $24M.

Which 401(k) plans are similar in size to Cse Insurance Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Therapeutic Research Center LLC 401(k) Profit Sharing Plan and Trust in CA ($22M, 180 participants).

Which 401(k) plans cover a similar participant headcount to Cse Insurance Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 943231596.