401(k) · DOL Form 5500 · 2023

Corfin Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
668
Participants Below avg headcount
81st
Percentile by assets National rank
$50,957
Avg per participant Low balance/head
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Official DOL plan name: Corfin Holdings, Inc. 401(k) Plan · Sponsored by Corfin Holdings, Inc. · New York · Management of Enterprises

$34M in assets, 668 participants

Corfin Holdings, Inc.'s Corfin Holdings, Inc. 401(k) Plan reported $34M in total assets and 668 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #701 in Management of Enterprises (1,137 peers)

Where Corfin Holdings, Inc. 401(k) Plan sits by assets

Corfin Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 668 participants (~$50,957/participant), up 25.9% in 2023.

#701
in Management of Enterprises (1,137 peers)
+25.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Corfin Holdings, Inc. 401(k) Plan's outsized position by total assets

Corfin Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$34,039,490 Top 19% higher than 81% 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

Corfin Holdings, Inc. 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. Corfin Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corfin Holdings, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Corfin Holdings, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Corfin Holdings, Inc. 401(k) Plan reported participants rose from 538 in the plan year 2022 filing to 668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 475592053 · Corfin Holdings, Inc. PY 2023 · 401(k)

Corfin Holdings, Inc. 401(k) Plan · $34M · 668 · 81st

  • EIN $34M
  • RANK 668
  • PHOTO 81st
  • IND 401(k)
  • EOY near Washington Physician Group 401(k) Retirement Savings Plan
  • 5500 ind #701

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 Management of Enterprises retirement plans → · Plans in New York →

Corfin Holdings, Inc. 401(k) Plan in the asset neighbourhood

Interpark Incentive Savings PlanInterpark Incentive Savings …$34MCorfin Holdings, Inc. 401(k) PlanCorfin Holdings, Inc. 401(k)…$34MWashington Physician Group 401(k) Retirement Savings PlanWashington Physician Group 4…$34MBeam Longest Neff Inc. Profit Sharing PlanBeam Longest Neff Inc. Profi…$34MBlackhawk Bank & Trust Employees' Profit Sharing & 401(k) PlanBlackhawk Bank & Trust Emplo…$34M
End-of-year total assets ($M) among Corfin Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN475592053
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corfin Holdings, Inc.)

Sponsor-wide plan assets over time

All Corfin Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 54.63971249827634% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27M $41.8M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 538 $27M
2023 1 668 $34M
2024 1 698 $42M

Nearby 401(k) Plans in New York

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

Corfin Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Corfin Holdings, Inc. 401(k) Plan, Total assets ($B): 0.03403949 · Participants: 668Corfin Holdings, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Corfin Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Corfin Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Corfin Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Washington Physician Group 401(k) Retirement Savings Plan in PA ($34M); by covered participants it is Millis Transfer 401(k) Savings Plan in WI (668 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Corfin Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Corfin Holdings, Inc. 401(k) Plan grew sharply - up 25.9% during 2023, from $27M to $34M. Reported net income was $7M.
How have Corfin Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corfin Holdings, Inc.'s sponsor-wide assets grew 54.6%, from $27M to $42M.
Where does Corfin Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Corfin Holdings, Inc. 401(k) Plan ranks in the 81st 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 Corfin Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Physician Group 401(k) Retirement Savings Plan in PA ($34M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Corfin Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millis Transfer 401(k) Savings Plan in WI (668 participants, $28M 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 475592053.

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.