401(k) · DOL Form 5500 · 2024
Comprehensive Financial Professionals, Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $234,971
- Avg per participant Above avg balance/head
Official DOL plan name: Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan · Sponsored by Comprehensive Financial Professionals, Inc · Pennsylvania · Finance & Insurance
$3M in assets, 14 participants
Comprehensive Financial Professionals, Inc's Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,988 in Finance & Insurance (8,549 peers)
2024 asset change
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan declined sharply 18.0% in 2024 ($4M → $3M) for 14 participants.
- #1,988
- in Finance & Insurance (8,549 peers)
- -18.0%
- assets change YoY
The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,289,592 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan reported net income fell from $933K in the plan year 2023 filing to -$722K in the plan year 2024 filing.
- Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 260184462 · Comprehensive Financial Professionals, Inc PY 2024 · 401(k)
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan · $3M · 14 · 35th
- IND $3M
- IND 14
- IND 35th
- IND 401(k)
- IND near Tzannes Patent Management, LLC 401(k) Retirement Plan
- IND ind #1988
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 Pennsylvania →
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Comprehensive Financial Professionals, Inc years around the 2024 move
Sponsor-wide plan assets over time
All Comprehensive Financial Professionals, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.8418440656122765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 13 | $4M |
| 2024 | 1 | 14 | $3M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$722K |
| Employer EIN | 260184462 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Comprehensive Financial Professionals, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Tzannes Patent Management, LLC 401(k) Retirement Plan in FL ($3M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.