401(k) · DOL Form 5500 · 2024

Cgp, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
25th
Percentile by assets National rank
$141,390
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cgp Retirement Plan & Trust · Sponsored by Cgp, LLC · Indiana · Healthcare & Social Assistance

$1M in assets, 9 participants

Cgp, LLC's Cgp Retirement Plan & Trust reported $1M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,638 in Healthcare & Social Assistance (16,916 peers)

Cgp, LLC multi-year trail

Cgp, LLC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Cgp Retirement Plan & Trust at $1M / 9 participants.

#3,638
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY

Cgp Retirement Plan & Trust among the smaller filed plans by assets

Cgp Retirement Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,272,507 25th percentile higher than 25% of 123,620 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 2024

Cgp Retirement Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cgp Retirement Plan & Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cgp Retirement Plan & Trust reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Cgp Retirement Plan & Trust reported net income fell from $215K in the plan year 2023 filing to $163K in the plan year 2024 filing.
  • Cgp Retirement Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 271421322 · Cgp, LLC PY 2024 · 401(k)

Cgp Retirement Plan & Trust · $1M · 9 · 25th

  • EOY $1M
  • EOY 9
  • EOY 25th
  • EOY 401(k)
  • EOY near Urban League of Portland 401(k) Profit Sharing Plan & Trust
  • EOY ind #3638

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 Indiana →

Cgp Retirement Plan & Trust in the asset neighbourhood

Cgp Retirement Plan & Trust$1MUrban League of Portland 401(k) Profit Sharing Plan & TrustUrban League of Portland 401…$1MBulldog Industries, Inc. 401(k) PlanBulldog Industries, Inc. 401…$1MBcbs Management, Inc. 401(k) Profit Sharing PlanBcbs Management, Inc. 401(k)…$1MArchangel Homes, Inc. 401(k) PlanArchangel Homes, Inc. 401(k)…$1M
End-of-year total assets ($M) among Cgp Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cgp, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cgp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 42.17796449201685% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.9M $1.27M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 7 $895K
2023 1 7 $1M
2024 1 9 $1M

Cgp, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$163K
Employer EIN271421322
Plan Effective Date2003-01-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Cgp Retirement Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cgp Retirement Plan & Trust, Total assets ($B): 0.001272507 · Participants: 9Cgp Retirement Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Cgp Retirement Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Cgp Retirement Plan & Trust side-by-side with 3 peers →

Cgp Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Urban League of Portland 401(k) Profit Sharing Plan & Trust in OR ($1M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Cgp Retirement Plan & Trust assets move in 2024? ▼
Cgp Retirement Plan & Trust grew at a solid clip - up 14.7% during 2024, from $1M to $1M. Reported net income was $163K.
How have Cgp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cgp, LLC's sponsor-wide assets grew 42.2%, from $895K to $1M.
Where does Cgp Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Cgp Retirement Plan & Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Cgp Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Urban League of Portland 401(k) Profit Sharing Plan & Trust in OR ($1M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Cgp Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271421322.

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.