401(k) · DOL Form 5500 · 2024

Certified Financial Planner Board of Standards Center for Financial Pl 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
107
Participants Small participant base
71st
Percentile by assets National rank
$196,669
Avg per participant Above avg balance/head
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Official DOL plan name: Certified Financial Planner Board of Standards 401(k) Plan · Sponsored by Certified Financial Planner Board of Standards Center for Financial Pl · District of Columbia · Other Services

$21M in assets, 107 participants

Certified Financial Planner Board of Standards Center for Financial Pl's Certified Financial Planner Board of Standards 401(k) Plan reported $21M in total assets and 107 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.

  • #6,503 in Other Services (7,719 peers)

Coverage in District of Columbia

Certified Financial Planner Board of Standards 401(k) Plan covers 107 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $21M.

#6,503
in Other Services (7,719 peers)
+18.6%
assets growth YoY

Certified Financial Planner Board of Standards 401(k) Plan's outsized position by total assets

Certified Financial Planner Board of Standards 401(k) Plan vs every filed plan by assets

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

$21,043,582 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

Certified Financial Planner Board of Standards 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. Certified Financial Planner Board of Standards 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Certified Financial Planner Board of Standards 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Certified Financial Planner Board of Standards 401(k) Plan reported participants rose from 92 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742385850 · Certified Financial Planner Board of Standards Center for Financial Pl PY 2024 · 401(k)

Certified Financial Planner Board of Standards 401(k) Plan · $21M · 107 · 71st

  • PART $21M
  • PART 107
  • PART 71st
  • PART 401(k)
  • PART near Roechling Industrial Gastonia 401(k) Plan
  • PART ind #6503

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 District of Columbia →

Certified Financial Planner Board of Standards 401(k) Plan in the asset neighbourhood

Applied Consultants, Inc. 401(k) PlanApplied Consultants, Inc. 40…$21MInstitute for Human and Social Development Retirement PlanInstitute for Human and Soci…$21MCertified Financial Planner Board of Standards 401(k) PlanCertified Financial Planner …$21MRoechling Industrial Gastonia 401(k) PlanRoechling Industrial Gastoni…$21MDynasplint Systems Inc. 401(k) PlanDynasplint Systems Inc. 401(…$21M
End-of-year total assets ($M) among Certified Financial Planner Board of Standards 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN742385850
Plan Effective Date1985-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Certified Financial Planner Board of Standards Center for Financial Pl)

Sponsor-wide plan assets over time

All Certified Financial Planner Board of Standards Center for Financial Pl plans reported in each filing year

Latest sponsor-wide plan assets
$21M 46.10371139542022% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.4M $21M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 77 $14M
2023 1 92 $18M
2024 1 107 $21M

Nearby 401(k) Plans in District of Columbia

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

Certified Financial Planner Board of Standards 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Certified Financial Planner Board of Standards 401(k) Plan, Total assets ($B): 0.021043582 · Participants: 107Certified Financial Planner Board of Standards 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Certified Financial Planner Board of Standards 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Certified Financial Planner Board of Standards 401(k) Plan side-by-side with 3 peers →

Certified Financial Planner Board of Standards 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Roechling Industrial Gastonia 401(k) Plan in NC ($21M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Certified Financial Planner Board of Standards 401(k) Plan assets move in 2024? ▼
Certified Financial Planner Board of Standards 401(k) Plan grew sharply - up 18.6% during 2024, from $18M to $21M. Reported net income was $3M.
How have Certified Financial Planner Board of Standards Center for Financial Pl plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Certified Financial Planner Board of Standards Center for Financial Pl's sponsor-wide assets grew 46.1%, from $14M to $21M.
Which 401(k) plans are similar in size to Certified Financial Planner Board of Standards 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roechling Industrial Gastonia 401(k) Plan in NC ($21M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Certified Financial Planner Board of Standards 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 742385850.

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.