401(k) · DOL Form 5500 · 2024

Columbian Mutual Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
288
Participants Below avg headcount
88th
Percentile by assets National rank
$265,321
Avg per participant High balance/head
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Official DOL plan name: Cfg Savings & Profit Sharing Plan · Sponsored by Columbian Mutual Life Insurance Company · New York · Finance & Insurance

$76M in assets, 288 participants

Columbian Mutual Life Insurance Company's Cfg Savings & Profit Sharing Plan reported $76M in total assets and 288 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,005 in Finance & Insurance (8,549 peers)

Coverage in New York

Cfg Savings & Profit Sharing Plan covers 288 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $76M.

#7,005
in Finance & Insurance (8,549 peers)
-6.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cfg Savings & Profit Sharing Plan's outsized position by total assets

Cfg Savings & Profit Sharing Plan vs every filed plan by assets

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

$76,412,491 Top 12% higher than 88% 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

Cfg Savings & Profit Sharing 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. Cfg Savings & Profit Sharing Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cfg Savings & Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Cfg Savings & Profit Sharing Plan reported participants fell from 308 in the plan year 2023 filing to 288 in the plan year 2024 filing.
  • Cfg Savings & Profit Sharing Plan end-of-year assets fell from $82M in the plan year 2023 filing to $76M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 150274455 · Columbian Mutual Life Insurance Company PY 2024 · 401(k)

Cfg Savings & Profit Sharing Plan · $76M · 288 · 88th

  • EBSA $76M
  • EBSA 288
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Vermont Mutual Insurance Company 401(k) Plan
  • EBSA ind #7005

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 Finance & Insurance retirement plans → · Plans in New York →

Cfg Savings & Profit Sharing Plan in the asset neighbourhood

Klarquist Sparkman, LLP 401(k) Retirement PlanKlarquist Sparkman, LLP 401(…$76MCfg Savings & Profit Sharing PlanCfg Savings & Profit Sharing…$76MVermont Mutual Insurance Company 401(k) PlanVermont Mutual Insurance Com…$76MThe 401(k) Savings Plan for Eligible Hourly-Rated Employees of Asarco LLCThe 401(k) Savings Plan for …$76MMid-Atlantic Nephrology Associates, P.a. 401(k) Profit Sharing PlanMid-Atlantic Nephrology Asso…$76M
End-of-year total assets ($M) among Cfg Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$76M
Net Income-$5M
Employer EIN150274455
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbian Mutual Life Insurance Company)

Sponsor-wide plan assets over time

All Columbian Mutual Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$157M 115.58675367819515% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $72.9M $157M ▲ +115.6%
Year Plans Participants Total Assets
2022 2 410 $73M
2023 2 410 $168M
2024 2 377 $157M

Nearby 401(k) Plans in New York

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

Cfg Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cfg Savings & Profit Sharing Plan, Total assets ($B): 0.076412491 · Participants: 288Cfg Savings & Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Cfg Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cfg Savings & Profit Sharing Plan side-by-side with 3 peers →

Cfg Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vermont Mutual Insurance Company 401(k) Plan in VT ($76M); by covered participants it is Livevox, Inc. 401(k) Retirement Plan in CA (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Cfg Savings & Profit Sharing Plan assets move in 2024? ▼
Cfg Savings & Profit Sharing Plan pulled back noticeably - down 6.3% during 2024, from $82M to $76M. Reported net income was -$5M.
How have Columbian Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbian Mutual Life Insurance Company's sponsor-wide assets grew 115.6%, from $73M to $157M.
Where does Cfg Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cfg Savings & Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cfg Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vermont Mutual Insurance Company 401(k) Plan in VT ($76M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Cfg Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Livevox, Inc. 401(k) Retirement Plan in CA (288 participants, N/A 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 150274455.

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.