401(k) · DOL Form 5500 · 2024

The Change Company Cdfi LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
449
Participants Below avg headcount
78th
Percentile by assets National rank
$72,180
Avg per participant Below avg balance/head
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Official DOL plan name: The Change Company Cdfi LLC 401(k) Plan · Sponsored by The Change Company Cdfi LLC · California · Finance & Insurance

$32M in assets, 449 participants

The Change Company Cdfi LLC's The Change Company Cdfi LLC 401(k) Plan reported $32M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,668 in Finance & Insurance (8,549 peers)

Where The Change Company Cdfi LLC 401(k) Plan sits by assets

The Change Company Cdfi LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 449 participants (~$72,180/participant), up 10.2% in 2024.

#5,668
in Finance & Insurance (8,549 peers)
+10.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Change Company Cdfi LLC 401(k) Plan's outsized position by total assets

The Change Company Cdfi LLC 401(k) Plan vs every filed plan by assets

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

$32,408,644 Top 22% higher than 78% 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

The Change Company Cdfi LLC 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. The Change Company Cdfi LLC 401(k) Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Change Company Cdfi LLC 401(k) Plan reported participants fell from 559 in the plan year 2023 filing to 449 in the plan year 2024 filing.
  • The Change Company Cdfi LLC 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • The Change Company Cdfi LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201938893 · The Change Company Cdfi LLC PY 2024 · 401(k)

The Change Company Cdfi LLC 401(k) Plan · $32M · 449 · 78th

  • EOY $32M
  • 5500 449
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Rycon Construction 401(k) Plan
  • RANK ind #5668

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 California →

The Change Company Cdfi LLC 401(k) Plan in the asset neighbourhood

The Change Company Cdfi LLC 401(k) PlanThe Change Company Cdfi LLC …$32MRycon Construction 401(k) PlanRycon Construction 401(k) Pl…$32MInnovation Ventures, LLC 401(k) PlanInnovation Ventures, LLC 401…$32MOrchard Software Corporation 401(k) Profit Sharing Plan and TrustOrchard Software Corporation…$32MCelina Aluminum Precision Technology Inc 401(k) Savings PlanCelina Aluminum Precision Te…$32M
End-of-year total assets ($M) among The Change Company Cdfi LLC 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)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN201938893
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Change Company Cdfi LLC)

Sponsor-wide plan assets over time

All The Change Company Cdfi LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 21.798064190378227% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.6M $32.4M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 819 $27M
2023 1 559 $29M
2024 1 449 $32M

Nearby 401(k) Plans in California

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

The Change Company Cdfi LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Change Company Cdfi LLC 401(k) Plan, Total assets ($B): 0.032408644 · Participants: 449The Change Company Cdfi LLC 401(k) 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
The Change Company Cdfi LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Change Company Cdfi LLC 401(k) Plan side-by-side with 3 peers →

The Change Company Cdfi LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rycon Construction 401(k) Plan in PA ($32M); by covered participants it is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 The Change Company Cdfi LLC 401(k) Plan assets move in 2024? ▼
The Change Company Cdfi LLC 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $29M to $32M. Reported net income was $3M.
How have The Change Company Cdfi LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Change Company Cdfi LLC's sponsor-wide assets grew 21.8%, from $27M to $32M.
Where does The Change Company Cdfi LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Change Company Cdfi LLC 401(k) Plan ranks in the 78th 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 The Change Company Cdfi LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rycon Construction 401(k) Plan in PA ($32M, 456 participants).
Which 401(k) plans cover a similar participant headcount to The Change Company Cdfi LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants, $18M 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 201938893.

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.