401(k) · DOL Form 5500 · 2024
Cfd Research Corporation 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 250
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $159,346
- Avg per participant Above avg balance/head
Official DOL plan name: Cfd Research Corporation 401(k) Profit Sharing Plan · Sponsored by Cfd Research Corporation · Alabama · Professional & Technical Services
$40M in assets, 250 participants
Cfd Research Corporation's Cfd Research Corporation 401(k) Profit Sharing Plan reported $40M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,526 in Professional & Technical Services (20,173 peers)
Where Cfd Research Corporation 401(k) Profit Sharing Plan sits by assets
Cfd Research Corporation 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 250 participants (~$159,346/participant), up 12.6% in 2024.
- #16,526
- in Professional & Technical Services (20,173 peers)
- +12.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Cfd Research Corporation 401(k) Profit Sharing Plan's outsized position by total assets
Cfd Research Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,836,519 Top 19% higher than 81% 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
Cfd Research Corporation 401(k) 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. Cfd Research Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cfd Research Corporation 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Cfd Research Corporation 401(k) Profit Sharing Plan reported participants rose from 208 in the plan year 2023 filing to 250 in the plan year 2024 filing.
- Cfd Research Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 630944385 · Cfd Research Corporation PY 2024 · 401(k)
Cfd Research Corporation 401(k) Profit Sharing Plan · $40M · 250 · 81st
- EOY $40M
- 5500 250
- ASSETS 81st
- PCT 401(k)
- EIN near Core4ce 401(k) Plan
- RANK ind #16526
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 Professional & Technical Services retirement plans → · Plans in Alabama →
Cfd Research Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $4M |
| Employer EIN | 630944385 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cfd Research Corporation)
Sponsor-wide plan assets over time
All Cfd Research Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 86.808770928932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 315 | $53M |
| 2023 | 2 | 416 | $80M |
| 2024 | 2 | 499 | $99M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Cfd Research Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Core4ce 401(k) Plan in SC ($40M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Core4ce 401(k) Plan (SC) $40M · 585
- Trecora LLC 401(k) Plan (TX) $40M · 263
- Paric Corporation 401(k) Plan (MO) $40M · 205
- Intermountain Farmers Association Salary Investment Plan and Trust (UT) $40M · 692
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Grand Care Health Services, LLC 401(k) Plan (CA) 250 · 0 off
- Foley Holdings, LLC 401(k) Profit Sharing Plan (CT) 250 · 0 off
- Rpm International Inc. Union 401(k) Trust and Plan (OH) 250 · 0 off
- Dunham & Jones Attorneys at Law 401(k) Plan (TX) 250 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.