401(k) · DOL Form 5500 · 2024
Cnl Financial Group Investment Management, LLC 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 125
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $456,460
- Avg per participant High balance/head
Official DOL plan name: Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan · Sponsored by Cnl Financial Group Investment Management, LLC · Florida · Real Estate
$57M in assets, 125 participants
Cnl Financial Group Investment Management, LLC's Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan reported $57M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #4,333 in Real Estate (4,605 peers)
Coverage in Florida
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan covers 125 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $57M.
- #4,333
- in Real Estate (4,605 peers)
- +7.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan's outsized position by total assets
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,057,489 Top 14% higher than 86% 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
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement 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. Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan reported participants fell from 139 in the plan year 2023 filing to 125 in the plan year 2024 filing.
- Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan end-of-year assets rose from $53M in the plan year 2023 filing to $57M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 274169415 · Cnl Financial Group Investment Management, LLC PY 2024 · 401(k)
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan · $57M · 125 · 86th
- SCH $57M
- EBSA 125
- PART 86th
- TYPE 401(k)
- NET near Access & Integrated Practice Holdings 401(k) Plan
- BOOK ind #4333
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 Real Estate retirement plans → · Plans in Florida →
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $4M |
| Employer EIN | 274169415 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cnl Financial Group Investment Management, LLC)
Sponsor-wide plan assets over time
All Cnl Financial Group Investment Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 21.639256408204346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $47M |
| 2023 | 1 | 139 | $53M |
| 2024 | 1 | 125 | $57M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Access & Integrated Practice Holdings 401(k) Plan in MN ($57M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Access & Integrated Practice Holdings 401(k) Plan (MN) $57M · 197
- Unanet Technologies Capital Accumulation Plan (VA) $57M · 436
- Atos Syntel Inc. 401(k) Plan (MI) $57M · 1,610
- Macias Gini & O'connell LLP 401(k) Profit Sharing Plan (CA) $57M · 484
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Portland Forge Interim Manufacturing Plan (IN) 125 · 0 off
- La Tavola 401(k) Profit Sharing Plan & Trust (CA) 125 · 0 off
- Chariot Transit Inc. 401(k) Plan (MI) 125 · 0 off
- Bmw Fresno 401(k) Plan (CA) 125 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.