401(k) · DOL Form 5500 · 2024

Congress Services Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Congress Services Corporation 401(k) Savings Plan · Sponsored by Congress Services Corporation · California · Healthcare & Social Assistance

$2M in assets, 1 participants

Congress Services Corporation's Congress Services Corporation 401(k) Savings Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,658 in Healthcare & Social Assistance (16,916 peers)

Congress Services Corporation multi-year trail

Congress Services Corporation's plans moved +43.2% in assets from 2022 to 2024; this filing shows Congress Services Corporation 401(k) Savings Plan at $2M / 1 participant.

#4,658
in Healthcare & Social Assistance (16,916 peers)
+21.6%
assets growth YoY

Congress Services Corporation 401(k) Savings Plan among the smaller filed plans by assets

Congress Services Corporation 401(k) Savings Plan vs every filed plan by assets

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

$1,995,692 29th percentile higher than 29% 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

Congress Services Corporation 401(k) Savings Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Congress Services Corporation 401(k) Savings Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Congress Services Corporation 401(k) Savings Plan reported net income rose from $247K in the plan year 2023 filing to $355K in the plan year 2024 filing.
  • Congress Services Corporation 401(k) Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953978299 · Congress Services Corporation PY 2024 · 401(k)

Congress Services Corporation 401(k) Savings Plan · $2M · 1 · 29th

  • EIN $2M
  • EIN 1
  • EIN 29th
  • EIN 401(k)
  • EIN near Cwag LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #4658

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 California →

Congress Services Corporation 401(k) Savings Plan in the asset neighbourhood

Congress Services Corporation 401(k) Savings PlanCongress Services Corporatio…$2MCwag LLC 401(k) Profit Sharing Plan & TrustCwag LLC 401(k) Profit Shari…$2MMorgan Rio Capital Management, LLC Incentive Savings Plan and TrustMorgan Rio Capital Managemen…$2MTotal Md 401(k) Plan$2MFading West Development 401(k) PlanFading West Development 401(…$2M
End-of-year total assets ($M) among Congress Services Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Congress Services Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Congress Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.20417853342317% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.39M $2M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Congress Services Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$355K
Employer EIN953978299
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Congress Services Corporation 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Congress Services Corporation 401(k) Savings Plan, Total assets ($B): 0.001995692 · Participants: 1Congress Services Corporation 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Congress Services Corporation 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Congress Services Corporation 401(k) Savings Plan side-by-side with 3 peers →

Congress Services Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cwag LLC 401(k) Profit Sharing Plan & Trust in WI ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Congress Services Corporation 401(k) Savings Plan assets move in 2024? ▼
Congress Services Corporation 401(k) Savings Plan grew sharply - up 21.6% during 2024, from $2M to $2M. Reported net income was $355K.
How have Congress Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congress Services Corporation's sponsor-wide assets grew 43.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Congress Services Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cwag LLC 401(k) Profit Sharing Plan & Trust in WI ($2M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Congress Services Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 953978299.

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.