401(k) · DOL Form 5500 · 2024
C.P.H. Investment Co. 401(k) Plan
Data updated 2026-08-25
- $340K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $42,544
- Avg per participant Low balance/head
Official DOL plan name: C.P.H. Investment Co. 401(k) Plan · Sponsored by C.P.H. Investment Co. · Minnesota · Administrative & Support Services
$340K in assets, 8 participants
C.P.H. Investment Co.'s C.P.H. Investment Co. 401(k) Plan reported $340K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #1,469 in Administrative & Support Services (4,368 peers)
2024 asset change
C.P.H. Investment Co. 401(k) Plan pulled back noticeably 9.1% in 2024 ($374K → $340K) for 8 participants.
- #1,469
- in Administrative & Support Services (4,368 peers)
- -9.1%
- assets change YoY
The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
C.P.H. Investment Co. 401(k) Plan among the smaller filed plans by assets
C.P.H. Investment Co. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$340,354 15th percentile higher than 15% 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
C.P.H. Investment Co. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.P.H. Investment Co. 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- C.P.H. Investment Co. 401(k) Plan reported net income fell from $39K in the plan year 2023 filing to -$34K in the plan year 2024 filing.
- C.P.H. Investment Co. 401(k) Plan end-of-year assets fell from $374K in the plan year 2023 filing to $340K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 208243952 · C.P.H. Investment Co. PY 2024 · 401(k)
C.P.H. Investment Co. 401(k) Plan · $340K · 8 · 15th
- PART $340K
- PART 8
- PART 15th
- PART 401(k)
- PART near Holland Bvi 401(k)
- PART ind #1469
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 Administrative & Support Services retirement plans → · Plans in Minnesota →
C.P.H. Investment Co. 401(k) Plan in the asset neighbourhood
C.P.H. Investment Co. years around the 2024 move
Sponsor-wide plan assets over time
All C.P.H. Investment Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $340K 1.5545556536891605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $335K |
| 2023 | 1 | 8 | $374K |
| 2024 | 1 | 8 | $340K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $374K |
|---|---|
| Net Assets (End of Year) | $340K |
| Net Income | -$34K |
| Employer EIN | 208243952 |
| Plan Effective Date | 2007-01-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
C.P.H. Investment Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Holland Bvi 401(k) in NC ($340K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($340K here).
- Holland Bvi 401(k) (NC) $340K · 2
- Joyner5, Inc. 401(k) Profit Sharing Plan (NC) $340K · 5
- Sunflower Spa Corp 401(k) Plan (KS) $340K · 2
- A&m Graphics and Mailing Corp. 401(k) Plan (IN) $340K · 5
Similar participant headcount
Nearest other-state filings by covered participants (8 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.