401(k) · DOL Form 5500 · 2023

Congress Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
154
Participants Small participant base
76th
Percentile by assets National rank
$162,742
Avg per participant Above avg balance/head
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Official DOL plan name: Congress Associates, Inc. Profit Sharing Plan · Sponsored by Congress Associates, Inc. · California · Healthcare & Social Assistance

$25M in assets, 154 participants

Congress Associates, Inc.'s Congress Associates, Inc. Profit Sharing Plan reported $25M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,179 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Congress Associates, Inc. Profit Sharing Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $25M.

#14,179
in Healthcare & Social Assistance (17,684 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Congress Associates, Inc. Profit Sharing Plan's outsized position by total assets

Congress Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$25,062,274 Top 24% higher than 76% 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

Congress Associates, Inc. Profit Sharing 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. Congress Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Congress Associates, Inc. Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Congress Associates, Inc. Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Congress Associates, Inc. Profit Sharing Plan reported participants rose from 149 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953926707 · Congress Associates, Inc. PY 2023 · 401(k)

Congress Associates, Inc. Profit Sharing Plan · $25M · 154 · 76th

  • RANK $25M
  • RANK 154
  • RANK 76th
  • RANK 401(k)
  • RANK near Robotic Research 401(k) Plan
  • RANK ind #14179

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Congress Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Congress Associates, Inc. Profit Sharing PlanCongress Associates, Inc. Pr…$25MRobotic Research 401(k) Plan$25MAmerican Pool 401(k) Plan$25MCommunity First Credit Union of Florida Salary Savings PlanCommunity First Credit Union…$25MMdj&w 401(k) Plan$25M
End-of-year total assets ($M) among Congress Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN953926707
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Congress Associates, Inc.)

Sponsor-wide plan assets over time

All Congress Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 2.692128012075481% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $20.9M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 149 $20M
2023 1 154 $25M
2024 1 202 $21M

Nearby 401(k) Plans in California

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

Congress Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Congress Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.025062274 · Participants: 154Congress Associates, Inc. Profit Sharing 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
Congress Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Congress Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Congress Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Robotic Research 401(k) Plan in MD ($25M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Congress Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Congress Associates, Inc. Profit Sharing Plan grew sharply - up 23.4% during 2023, from $20M to $25M. Reported net income was $5M.
How have Congress Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congress Associates, Inc.'s sponsor-wide assets grew 2.7%, from $20M to $21M.
Where does Congress Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Congress Associates, Inc. Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Congress Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robotic Research 401(k) Plan in MD ($25M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Congress Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (154 participants, $1M 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 953926707.

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.