Profit Sharing · DOL Form 5500 · 2024
Cedar Crest Inc Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $22,187
- Avg per participant Low balance/head
Official DOL plan name: Cedar Crest 403(b) Plan · Sponsored by Cedar Crest Inc · Wisconsin · Healthcare & Social Assistance
$5M in assets, 242 participants
Cedar Crest Inc's Cedar Crest 403(b) Plan reported $5M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,880 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Cedar Crest 403(b) Plan covers 242 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.
- #7,880
- in Healthcare & Social Assistance (16,916 peers)
- +16.5%
- assets growth YoY
Cedar Crest 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cedar Crest 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,369,274 43rd percentile higher than 43% 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
Cedar Crest 403(b) 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. Cedar Crest 403(b) Plan sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cedar Crest 403(b) Plan reported net income rose from $548K in the plan year 2023 filing to $761K in the plan year 2024 filing.
- Cedar Crest 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Cedar Crest 403(b) Plan reported participants rose from 221 in the plan year 2023 filing to 242 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391025444 · Cedar Crest Inc PY 2024 · Profit Sharing
Cedar Crest 403(b) Plan · $5M · 242 · 43rd
- EIN $5M
- RANK 242
- PHOTO 43rd
- IND Profit Sharing
- EOY near Western Steel, Inc. and Its Affiliates Profit Sharing Plan
- 5500 ind #7880
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 Wisconsin →
Cedar Crest 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $761K |
| Employer EIN | 391025444 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cedar Crest Inc)
Sponsor-wide plan assets over time
All Cedar Crest Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 32.2223675141124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $4M |
| 2023 | 1 | 221 | $5M |
| 2024 | 1 | 242 | $5M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Cedar Crest 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Western Steel, Inc. and Its Affiliates Profit Sharing Plan in AL ($5M); by covered participants it is Dccca, Inc. 403(b) Plan in KS (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Dccca, Inc. 403(b) Plan (KS) 242 · 0 off
- Lakeshore Legal Aid 403(b) Plan (MI) 242 · 0 off
- Teamsters Local No. 469 Annuity Fund (NJ) 242 · 0 off
- American Diabetes Association 401(a) Retirement Plan (VA) 242 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.