401(k) · DOL Form 5500 · 2024

Congruity Hr Holding Company, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
531
Participants Below avg headcount
73rd
Percentile by assets National rank
$44,074
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Congruity Hr Retirement Savings Plan · Sponsored by Congruity Hr Holding Company, LLC · North Carolina · Professional & Technical Services

$23M in assets, 531 participants

Congruity Hr Holding Company, LLC's Congruity Hr Retirement Savings Plan reported $23M in total assets and 531 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,678 in Professional & Technical Services (20,173 peers)

Congruity Hr Holding Company, LLC multi-year trail

Congruity Hr Holding Company, LLC's plans moved +108.1% in assets from 2022 to 2024; this filing shows Congruity Hr Retirement Savings Plan at $23M / 531 participants.

#14,678
in Professional & Technical Services (20,173 peers)
+50.9%
assets growth YoY

Congruity Hr Retirement Savings Plan's outsized position by total assets

Congruity Hr Retirement Savings Plan vs every filed plan by assets

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

$23,403,306 Top 27% higher than 73% 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

Congruity Hr Retirement Savings 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. Congruity Hr Retirement Savings Plan sits mid-pack in the medium band (531 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Congruity Hr Retirement Savings Plan reported participants fell from 2,336 in the plan year 2023 filing to 531 in the plan year 2024 filing.
  • Congruity Hr Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Congruity Hr Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474028932 · Congruity Hr Holding Company, LLC PY 2024 · 401(k)

Congruity Hr Retirement Savings Plan · $23M · 531 · 73rd

  • 5500 $23M
  • 5500 531
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Copeland Buhl & Company, Pllp Profit Sharing Plan
  • 5500 ind #14678

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 North Carolina →

Congruity Hr Retirement Savings Plan in the asset neighbourhood

Congruity Hr Retirement Savings PlanCongruity Hr Retirement Savi…$23MCopeland Buhl & Company, Pllp Profit Sharing PlanCopeland Buhl & Company, Pll…$23MNational Distribution & Contracting, Inc. 401(k) Profit Sharing PlanNational Distribution & Cont…$23MGlock, Inc. 401(k) Plan$23MCvc Advisors (U.S.) Inc. Retirement PlanCvc Advisors (U.S.) Inc. Ret…$23M
End-of-year total assets ($M) among Congruity Hr Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Congruity Hr Holding Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Congruity Hr Holding Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 108.09457113499374% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.3M $23.4M ▲ +108.0%
Year Plans Participants Total Assets
2022 1 2,028 $11M
2023 1 2,336 $16M
2024 1 531 $23M

Congruity Hr Holding Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN474028932
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Congruity Hr Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Congruity Hr Retirement Savings Plan, Total assets ($B): 0.023403306 · Participants: 531Congruity Hr Retirement Savings 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
Congruity Hr Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Congruity Hr Retirement Savings Plan side-by-side with 3 peers →

Congruity Hr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Copeland Buhl & Company, Pllp Profit Sharing Plan in MN ($23M); by covered participants it is Tegra LLC 401(k) Savings & Investment Plan in VA (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 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 Congruity Hr Retirement Savings Plan assets move in 2024? ▼
Congruity Hr Retirement Savings Plan surged - up 50.9% during 2024, from $16M to $23M. Reported net income was $4M.
How have Congruity Hr Holding Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congruity Hr Holding Company, LLC's sponsor-wide assets grew 108.1%, from $11M to $23M.
Which 401(k) plans are similar in size to Congruity Hr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Copeland Buhl & Company, Pllp Profit Sharing Plan in MN ($23M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Congruity Hr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tegra LLC 401(k) Savings & Investment Plan in VA (531 participants, $7M 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 474028932.

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.