401(k) · DOL Form 5500 · 2024

Corporate Finance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
925
Participants Near avg headcount
91st
Percentile by assets National rank
$113,077
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cfgi 401(k) Plan · Sponsored by Corporate Finance Group, Inc. · Massachusetts · Professional & Technical Services

$105M in assets, 925 participants

Corporate Finance Group, Inc.'s Cfgi 401(k) Plan reported $105M in total assets and 925 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,538 in Professional & Technical Services (20,173 peers)

Where Cfgi 401(k) Plan sits by assets

Cfgi 401(k) Plan sits in the top 10% of all filed plans by assets, $105M for 925 participants (~$113,077/participant), up 30.6% in 2024.

#18,538
in Professional & Technical Services (20,173 peers)
+30.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

Cfgi 401(k) Plan vs every filed plan by assets

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

$104,596,271 Top 9% higher than 91% 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

Cfgi 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. Cfgi 401(k) Plan sits mid-pack in the medium band (925 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cfgi 401(k) Plan end-of-year assets rose from $80M in the plan year 2023 filing to $105M in the plan year 2024 filing.
  • Cfgi 401(k) Plan reported net income fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Cfgi 401(k) Plan reported participants fell from 995 in the plan year 2023 filing to 925 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043545708 · Corporate Finance Group, Inc. PY 2024 · 401(k)

Cfgi 401(k) Plan · $105M · 925 · 91st

  • SCH $105M
  • SCH 925
  • SCH 91st
  • SCH 401(k)
  • SCH near Lathrop Gpm LLP 401(k) Plan
  • SCH ind #18538

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 Massachusetts →

Cfgi 401(k) Plan in the asset neighbourhood

Ulteig Engineers, Inc. 401(k) PlanUlteig Engineers, Inc. 401(k…$105MLathrop Gpm LLP 401(k) Plan$105MEdward Rose Building Enterprise 401(k) PlanEdward Rose Building Enterpr…$105MCfgi 401(k) Plan$105MAnesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing PlanAnesthesia Consultants of In…$105M
End-of-year total assets ($M) among Cfgi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$105M
Net Income$25M
Employer EIN043545708
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corporate Finance Group, Inc.)

Sponsor-wide plan assets over time

All Corporate Finance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 94.81906056203651% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $53.7M $105M ▲ +94.8%
Year Plans Participants Total Assets
2022 1 773 $54M
2023 1 995 $80M
2024 1 925 $105M

Nearby 401(k) Plans in Massachusetts

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

Cfgi 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cfgi 401(k) Plan, Total assets ($B): 0.104596271 · Participants: 925Cfgi 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Cfgi 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cfgi 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Lathrop Gpm LLP 401(k) Plan in MO ($105M); by covered participants it is Hero Dvo LLC 401(k) Profit Sharing Plan and Trust in CO (925 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (925 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 Cfgi 401(k) Plan assets move in 2024? ▼
Cfgi 401(k) Plan surged - up 30.6% during 2024, from $80M to $105M. Reported net income was $25M.
How have Corporate Finance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporate Finance Group, Inc.'s sponsor-wide assets grew 94.8%, from $54M to $105M.
Where does Cfgi 401(k) Plan rank by assets among Form 5500 filers? ▼
Cfgi 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cfgi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lathrop Gpm LLP 401(k) Plan in MO ($105M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Cfgi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Dvo LLC 401(k) Profit Sharing Plan and Trust in CO (925 participants, $15M 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 043545708.

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.