401(k) · DOL Form 5500 · 2024

Cfsc Shared Services LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
437
Participants Below avg headcount
66th
Percentile by assets National rank
$37,063
Avg per participant Low balance/head
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Official DOL plan name: Cfsc Shared Services, LLC 401(k) Plan · Sponsored by Cfsc Shared Services LLC · North Carolina · Other Services

$16M in assets, 437 participants

Cfsc Shared Services LLC's Cfsc Shared Services, LLC 401(k) Plan reported $16M in total assets and 437 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,261 in Other Services (7,719 peers)

Cfsc Shared Services LLC multi-year trail

Cfsc Shared Services LLC's plans moved +83.0% in assets from 2022 to 2024; this filing shows Cfsc Shared Services, LLC 401(k) Plan at $16M / 437 participants.

#6,261
in Other Services (7,719 peers)
+22.0%
assets growth YoY

Cfsc Shared Services, LLC 401(k) Plan's mid-pack asset rank among Other Services and all filers

Cfsc Shared Services, LLC 401(k) Plan vs every filed plan by assets

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

$16,196,428 Top 34% higher than 66% 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

Cfsc Shared Services, 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. Cfsc Shared Services, LLC 401(k) Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cfsc Shared Services, LLC 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Cfsc Shared Services, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Cfsc Shared Services, LLC 401(k) Plan reported participants rose from 404 in the plan year 2023 filing to 437 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263701552 · Cfsc Shared Services LLC PY 2024 · 401(k)

Cfsc Shared Services, LLC 401(k) Plan · $16M · 437 · 66th

  • PART $16M
  • PART 437
  • PART 66th
  • PART 401(k)
  • PART near Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions
  • PART ind #6261

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 Other Services retirement plans → · Plans in North Carolina →

Cfsc Shared Services, LLC 401(k) Plan in the asset neighbourhood

Cfsc Shared Services, LLC 401(k) PlanCfsc Shared Services, LLC 40…$16MWheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsWheatland Bank Employee Stoc…$16MSmi 401(k) Plan$16MBalboa Travel, Inc. Profit Sharing and 401(k) PlanBalboa Travel, Inc. Profit S…$16MBoston Interiors Home Furnishings 401(k) PlanBoston Interiors Home Furnis…$16M
End-of-year total assets ($M) among Cfsc Shared Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cfsc Shared Services LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cfsc Shared Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 82.99415080461743% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.85M $16.2M ▲ +83.1%
Year Plans Participants Total Assets
2022 1 350 $9M
2023 1 404 $13M
2024 1 437 $16M

Cfsc Shared Services LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN263701552
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Cfsc Shared Services, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Cfsc Shared Services, LLC 401(k) Plan, Total assets ($B): 0.016196428 · Participants: 437Cfsc Shared Services, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Cfsc Shared Services, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cfsc Shared Services, LLC 401(k) Plan side-by-side with 3 peers →

Cfsc Shared Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in WA ($16M); by covered participants it is Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Cfsc Shared Services, LLC 401(k) Plan assets move in 2024? ▼
Cfsc Shared Services, LLC 401(k) Plan grew sharply - up 22.0% during 2024, from $13M to $16M. Reported net income was $3M.
How have Cfsc Shared Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfsc Shared Services LLC's sponsor-wide assets grew 83.0%, from $9M to $16M.
Which 401(k) plans are similar in size to Cfsc Shared Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in WA ($16M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Cfsc Shared Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants, $14M 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 263701552.

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.