401(k) · DOL Form 5500 · 2024

Cion Investment Group LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 81
Participants Small participant base: 67th
Percentile by assets National rank: $205,156
Avg per participant Above avg balance/head

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Official DOL plan name: Cion 401(k) Savings Plan · Sponsored by Cion Investment Group LLC · New York · Finance & Insurance

$17M in assets, 81 participants

Cion Investment Group LLC's Cion 401(k) Savings Plan reported $17M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

#4,352 in Finance & Insurance (8,549 peers)

Cion Investment Group LLC multi-year trail

Cion Investment Group LLC's plans moved +50.7% in assets from 2022 to 2024; this filing shows Cion 401(k) Savings Plan at $17M / 81 participants.

#4,352
in Finance & Insurance (8,549 peers): +24.4%
assets growth YoY

Cion 401(k) Savings Plan's outsized position by total assets

Cion 401(k) Savings Plan vs every filed plan by assets

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

$16,617,615 Top 33% higher than 67% 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

Cion 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cion 401(k) Savings Plan is a small filing (81 participants) on this national headcount ladder.

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%)

Cion 401(k) Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Cion 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Cion 401(k) Savings Plan reported participants fell from 82 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 453275112 · Cion Investment Group LLC PY 2024 · 401(k)

Cion 401(k) Savings Plan · $17M · 81 · 67th

VS-ST $17M
VS-ST 81
VS-ST 67th
VS-ST 401(k)
VS-ST near Service Holdings, LLC Retirement Plan
VS-ST ind #4352

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 →

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

Cion Investment Group LLC multi-year asset trail

Latest sponsor-wide plan assets: $17M 50.67705598972855% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	75	$11M
2023	1	82	$13M
2024	1	81	$17M

Cion Investment Group LLC filing trail (2024)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$17M
Net Income	$3M
Employer EIN	453275112
Plan Effective Date	1986-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Cion 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Cion 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Service Holdings, LLC Retirement Plan in IL ($17M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Service Holdings, LLC Retirement Plan (IL) $17M · 160
Burt Process Equipment, Inc. Profit Sharing Plan (CT) $17M · 166
Korum Automotive Group, Inc. Salary Deferral 401(k) Plan (WA) $17M · 103
The Gallo Corporation 401(k) Profit Sharing Plan (LA) $17M · 317

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan (CT) 81 · 0 off
Ashford 401(k) Savings Plan (TX) 81 · 0 off
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan (OH) 81 · 0 off
Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 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 Cion 401(k) Savings Plan assets move in 2024? ▼

Cion 401(k) Savings Plan grew sharply - up 24.4% during 2024, from $13M to $17M. Reported net income was $3M.

How have Cion Investment Group LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cion Investment Group LLC's sponsor-wide assets grew 50.7%, from $11M to $17M.

Which 401(k) plans are similar in size to Cion 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Service Holdings, LLC Retirement Plan in IL ($17M, 160 participants).

Which 401(k) plans cover a similar participant headcount to Cion 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 453275112.