401(k) · DOL Form 5500 · 2024

Cbc Latrobe Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 729
Participants Near avg headcount: 69th
Percentile by assets National rank: $26,165
Avg per participant Low balance/head

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Official DOL plan name: Cbc U 401(k) Plan · Sponsored by Cbc Latrobe Acquisition, LLC · Wisconsin · Manufacturing

$19M in assets, 729 participants

Cbc Latrobe Acquisition, LLC's Cbc U 401(k) Plan reported $19M in total assets and 729 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

#10,423 in Manufacturing (17,777 peers)

Cbc Latrobe Acquisition, LLC multi-year trail

Cbc Latrobe Acquisition, LLC's plans moved +45.1% in assets from 2022 to 2024; this filing shows Cbc U 401(k) Plan at $19M / 729 participants.

#10,423
in Manufacturing (17,777 peers): +13.4%
assets growth YoY

Cbc U 401(k) Plan's outsized position by total assets

Cbc U 401(k) Plan vs every filed plan by assets

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

$19,073,946 Top 31% higher than 69% 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

Cbc U 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. Cbc U 401(k) Plan sits mid-pack in the medium band (729 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Cbc U 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Cbc U 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205591123 · Cbc Latrobe Acquisition, LLC PY 2024 · 401(k)

Cbc U 401(k) Plan · $19M · 729 · 69th

ASSETS $19M
ASSETS 729
ASSETS 69th
ASSETS 401(k)
ASSETS near The Elizabeth Hospice 401(k) Plan
ASSETS ind #10423

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 Manufacturing retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Cbc U 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cbc Latrobe Acquisition, LLC multi-year asset trail

Latest sponsor-wide plan assets: $19M 45.12943064879902% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	230	$13M
2023	1	727	$17M
2024	1	729	$19M

Cbc Latrobe Acquisition, LLC filing trail (2024)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$19M
Net Income	$2M
Employer EIN	205591123
Plan Effective Date	2007-03-23
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Cbc U 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Cbc U 401(k) Plan side-by-side with 3 peers →

Cbc U 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Elizabeth Hospice 401(k) Plan in CA ($19M); by covered participants it is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

The Elizabeth Hospice 401(k) Plan (CA) $19M · 221
Intercap Lending 401(k) Retirement Plan (UT) $19M · 336
Midwest Family Mutual Insurance Company 401(k) Plan (IA) $19M · 141
Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan (MD) $19M · 201

Similar participant headcount

Nearest other-state filings by covered participants (729 participants); asset peers above are excluded.

Alerus Financial Corporation Safe Harbor 401(k) Plan (ND) 729 · 0 off
Truck Centers, Inc. 401(k) Plan (IL) 729 · 0 off
Dako Resources LLC 401(k) Profit Sharing Plan & Trust (MI) 729 · 0 off
Antylia Scientific 401(k) Retirement Plan (IL) 729 · 0 off

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 Cbc U 401(k) Plan assets move in 2024? ▼

Cbc U 401(k) Plan grew at a solid clip - up 13.4% during 2024, from $17M to $19M. Reported net income was $2M.

How have Cbc Latrobe Acquisition, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cbc Latrobe Acquisition, LLC's sponsor-wide assets grew 45.1%, from $13M to $19M.

Which 401(k) plans are similar in size to Cbc U 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Elizabeth Hospice 401(k) Plan in CA ($19M, 221 participants).

Which 401(k) plans cover a similar participant headcount to Cbc U 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants, $192M 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 205591123.