401(k) · DOL Form 5500 · 2023
Congruity Hr Holding Company, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 2,336
- Participants Above avg headcount
- 68th
- Percentile by assets National rank
- $6,639
- Avg per participant Low balance/head
Official DOL plan name: Congruity Hr Retirement Savings Plan · Sponsored by Congruity Hr Holding Company, LLC · North Carolina · Professional & Technical Services
$16M in assets, 2,336 participants
Congruity Hr Holding Company, LLC's Congruity Hr Retirement Savings Plan reported $16M in total assets and 2,336 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,658 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Congruity Hr Retirement Savings Plan covers 2,336 participants in North Carolina, 2.9x the typical North Carolina plan (state average ~819 per filing). Assets: $16M.
- #13,658
- in Professional & Technical Services (20,321 peers)
- +37.9%
- assets growth YoY
Congruity Hr Retirement Savings Plan's outsized position by total assets
Congruity Hr Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,509,429 Top 32% higher than 68% 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
Congruity Hr Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Congruity Hr Retirement Savings Plan lands in the large band (2,336 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Congruity Hr Retirement Savings Plan reported net income rose from -$566K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Congruity Hr Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Congruity Hr Retirement Savings Plan reported participants rose from 2,028 in the plan year 2022 filing to 2,336 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 474028932 · Congruity Hr Holding Company, LLC PY 2023 · 401(k)
Congruity Hr Retirement Savings Plan · $16M · 2,336 · 68th
- IND $16M
- EOY 2,336
- 5500 68th
- ASSETS 401(k)
- PCT near Schuchart Corporation 401(k) Plan
- EIN ind #13658
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Congruity Hr Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $7M |
| Employer EIN | 474028932 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Congruity Hr Holding Company, LLC)
Sponsor-wide plan assets over time
All Congruity Hr Holding Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 108.09457113499374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,028 | $11M |
| 2023 | 1 | 2,336 | $16M |
| 2024 | 1 | 531 | $23M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Congruity Hr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Schuchart Corporation 401(k) Plan in WA ($16M); by covered participants it is Playcore 401(k) Plan in TN (2,336 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Schuchart Corporation 401(k) Plan (WA) $16M · 101
- M S Benbow & Associates 401(k) Plan (LA) $16M · 107
- Plumbers and Steamfitters Local 60 401(k) Plan (LA) $16M · 1,401
- New York State Nurses Association 401(k) Plan (NY) $16M · 151
Similar participant headcount
Nearest other-state filings by covered participants (2,336 participants); asset peers above are excluded.
- Playcore 401(k) Plan (TN) 2,336 · 0 off
- Packaging Coordinators, Inc. 401(k) Savings Plan (PA) 2,336 · 0 off
- America First Credit Union 401(k) Plan and Trust (UT) 2,335 · 1 off
- Mercury Employees Retirement Investment Trust (MA) 2,337 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.