401(k) · DOL Form 5500 · 2024

Corfin Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
698
Participants Below avg headcount
82nd
Percentile by assets National rank
$59,880
Avg per participant Low balance/head
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Official DOL plan name: Corfin Holdings, Inc. 401(k) Plan · Sponsored by Corfin Holdings, Inc. · New York · Management of Enterprises

$42M in assets, 698 participants

Corfin Holdings, Inc.'s Corfin Holdings, Inc. 401(k) Plan reported $42M in total assets and 698 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #733 in Management of Enterprises (1,133 peers)

Where Corfin Holdings, Inc. 401(k) Plan sits by assets

Corfin Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 698 participants (~$59,880/participant), up 22.8% in 2024.

#733
in Management of Enterprises (1,133 peers)
+22.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Corfin Holdings, Inc. 401(k) Plan's outsized position by total assets

Corfin Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$41,796,255 Top 18% higher than 82% 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

Corfin Holdings, Inc. 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. Corfin Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (698 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Corfin Holdings, Inc. 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Corfin Holdings, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Corfin Holdings, Inc. 401(k) Plan reported participants rose from 668 in the plan year 2023 filing to 698 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 475592053 · Corfin Holdings, Inc. PY 2024 · 401(k)

Corfin Holdings, Inc. 401(k) Plan · $42M · 698 · 82nd

  • 5500 $42M
  • 5500 698
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Potter Employees 401(k) Plan
  • 5500 ind #733

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 Management of Enterprises retirement plans → · Plans in New York →

Corfin Holdings, Inc. 401(k) Plan in the asset neighbourhood

Corfin Holdings, Inc. 401(k) PlanCorfin Holdings, Inc. 401(k)…$42MPotter Employees 401(k) Plan$42MMetropolitan Family Services 401(k) PlanMetropolitan Family Services…$42MMedical Associates of the Lehigh Valley PC Retirement & Savings PlanMedical Associates of the Le…$42MFlatiron Crane Operating Company, LLC 401(k) Savings ProgramFlatiron Crane Operating Com…$42M
End-of-year total assets ($M) among Corfin Holdings, Inc. 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)$34M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN475592053
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corfin Holdings, Inc.)

Sponsor-wide plan assets over time

All Corfin Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 54.63971249827634% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27M $41.8M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 538 $27M
2023 1 668 $34M
2024 1 698 $42M

Nearby 401(k) Plans in New York

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

Corfin Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Corfin Holdings, Inc. 401(k) Plan, Total assets ($B): 0.041796255 · Participants: 698Corfin Holdings, Inc. 401(k) 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
Corfin Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Corfin Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Potter Employees 401(k) Plan in MO ($42M); by covered participants it is Akrs Equipment Solutions Inc. 401(k) Plan in NE (698 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (698 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 Corfin Holdings, Inc. 401(k) Plan assets move in 2024?
Corfin Holdings, Inc. 401(k) Plan grew sharply - up 22.8% during 2024, from $34M to $42M. Reported net income was $8M.
How have Corfin Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Corfin Holdings, Inc.'s sponsor-wide assets grew 54.6%, from $27M to $42M.
Where does Corfin Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Corfin Holdings, Inc. 401(k) Plan ranks in the 82nd 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 Corfin Holdings, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Potter Employees 401(k) Plan in MO ($42M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Corfin Holdings, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Akrs Equipment Solutions Inc. 401(k) Plan in NE (698 participants, $86M in assets).