401(k) · DOL Form 5500 · 2024

Congress Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
202
Participants Below avg headcount
71st
Percentile by assets National rank
$103,249
Avg per participant Below avg balance/head
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Official DOL plan name: Congress Associates, Inc. Profit Sharing Plan · Sponsored by Congress Associates, Inc. · California · Healthcare & Social Assistance

$21M in assets, 202 participants

Congress Associates, Inc.'s Congress Associates, Inc. Profit Sharing Plan reported $21M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,769 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Congress Associates, Inc. Profit Sharing Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $21M.

#12,769
in Healthcare & Social Assistance (16,916 peers)
-16.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Congress Associates, Inc. Profit Sharing Plan's outsized position by total assets

Congress Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$20,856,344 Top 29% higher than 71% 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 Associates, Inc. Profit Sharing 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. Congress Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Congress Associates, Inc. Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Congress Associates, Inc. Profit Sharing Plan reported participants rose from 154 in the plan year 2023 filing to 202 in the plan year 2024 filing.
  • Congress Associates, Inc. Profit Sharing Plan end-of-year assets fell from $25M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953926707 · Congress Associates, Inc. PY 2024 · 401(k)

Congress Associates, Inc. Profit Sharing Plan · $21M · 202 · 71st

  • EIN $21M
  • RANK 202
  • PHOTO 71st
  • IND 401(k)
  • EOY near Launch Credit Union Retirement Plan
  • 5500 ind #12769

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 Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Congress Associates, Inc. Profit Sharing PlanCongress Associates, Inc. Pr…$21MLaunch Credit Union Retirement PlanLaunch Credit Union Retireme…$21MEncompass LLC 401(k) Profit Sharing PlanEncompass LLC 401(k) Profit …$21MTechnibilt, Ltd. Dba Wanzl North America 401(k) PlanTechnibilt, Ltd. Dba Wanzl N…$21MCommunity Access Unlimited, Inc. 401(k) PlanCommunity Access Unlimited, …$21M
End-of-year total assets ($M) among Congress Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN953926707
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Congress Associates, Inc.)

Sponsor-wide plan assets over time

All Congress Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 2.692128012075481% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $20.9M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 149 $20M
2023 1 154 $25M
2024 1 202 $21M

Nearby 401(k) Plans in California

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

Congress Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Congress Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.020856344 · Participants: 202Congress Associates, Inc. Profit Sharing 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 Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Congress Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Congress Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Launch Credit Union Retirement Plan in FL ($21M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Congress Associates, Inc. Profit Sharing Plan assets move in 2024? ▼
Congress Associates, Inc. Profit Sharing Plan declined sharply - down 16.8% during 2024, from $25M to $21M. Reported net income was -$4M.
How have Congress Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congress Associates, Inc.'s sponsor-wide assets grew 2.7%, from $20M to $21M.
Which 401(k) plans are similar in size to Congress Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Launch Credit Union Retirement Plan in FL ($21M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Congress Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 953926707.

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.