401(k) · DOL Form 5500 · 2024

Cdi Products, LLC 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
833
Participants Near avg headcount
90th
Percentile by assets National rank
$120,480
Avg per participant Near avg balance/head
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Official DOL plan name: Fenner Aep 401(k) Plan · Sponsored by Cdi Products, LLC · Texas · Manufacturing

$100M in assets, 833 participants

Cdi Products, LLC's Fenner Aep 401(k) Plan reported $100M in total assets and 833 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,265 in Manufacturing (17,777 peers)

Where Fenner Aep 401(k) Plan sits by assets

Fenner Aep 401(k) Plan sits in the top 10% of all filed plans by assets, $100M for 833 participants (~$120,480/participant), up 10.3% in 2024.

#15,265
in Manufacturing (17,777 peers)
+10.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Fenner Aep 401(k) Plan's outsized position by total assets

Fenner Aep 401(k) Plan vs every filed plan by assets

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

$100,359,913 Top 10% higher than 90% 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

Fenner Aep 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fenner Aep 401(k) Plan sits mid-pack in the medium band (833 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fenner Aep 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Fenner Aep 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $100M in the plan year 2024 filing.
  • Fenner Aep 401(k) Plan reported participants fell from 912 in the plan year 2023 filing to 833 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760375113 · Cdi Products, LLC PY 2024 · 401(k)

Fenner Aep 401(k) Plan · $100M · 833 · 90th

  • 5500 $100M
  • ASSETS 833
  • PCT 90th
  • EIN 401(k)
  • RANK near Chs Employee Group, LLC 401(k) Retirement Plan
  • PHOTO ind #15265

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 Manufacturing retirement plans → · Plans in Texas →

Fenner Aep 401(k) Plan in the asset neighbourhood

Utility Workers Union of America Deferred Compens PlanUtility Workers Union of Ame…$100MFenner Aep 401(k) Plan$100MChs Employee Group, LLC 401(k) Retirement PlanChs Employee Group, LLC 401(…$100MEmoney Advisor, LLC 401(k) PlanEmoney Advisor, LLC 401(k) P…$100MSugar Foods Corporation 401(k) Savings PlanSugar Foods Corporation 401(…$100M
End-of-year total assets ($M) among Fenner Aep 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$100M
Net Income$9M
Employer EIN760375113
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cdi Products, LLC)

Sponsor-wide plan assets over time

All Cdi Products, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$100M 10.252063284123988% vs 2023
2024 filing year
$90M$95M$100M$105M 20232024 $91M $100M ▲ +10.2%
Year Plans Participants Total Assets
2023 1 912 $91M
2024 1 833 $100M

Nearby 401(k) Plans in Texas

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

Fenner Aep 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fenner Aep 401(k) Plan, Total assets ($B): 0.100359913 · Participants: 833Fenner Aep 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Fenner Aep 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fenner Aep 401(k) Plan side-by-side with 3 peers →

Fenner Aep 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Chs Employee Group, LLC 401(k) Retirement Plan in TN ($100M); by covered participants it is Chc 401(k) Plan in PA (833 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (833 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 Fenner Aep 401(k) Plan assets move in 2024? ▼
Fenner Aep 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $91M to $100M. Reported net income was $9M.
How have Cdi Products, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cdi Products, LLC's sponsor-wide assets grew 10.3%, from $91M to $100M.
Where does Fenner Aep 401(k) Plan rank by assets among Form 5500 filers? ▼
Fenner Aep 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fenner Aep 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chs Employee Group, LLC 401(k) Retirement Plan in TN ($100M, 3,104 participants).
Which 401(k) plans cover a similar participant headcount to Fenner Aep 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chc 401(k) Plan in PA (833 participants, $65M 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 760375113.

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.