401(k) · DOL Form 5500 · 2024

Center for Fraternal Excellence, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 164
Participants Small participant base: 57th
Percentile by assets National rank: $64,965
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Cfe 401(k) Plan · Sponsored by Center for Fraternal Excellence, Inc. · Indiana · Other Services

$11M in assets, 164 participants

Center for Fraternal Excellence, Inc.'s Cfe 401(k) Plan reported $11M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

#5,823 in Other Services (7,719 peers)

Coverage in Indiana

Cfe 401(k) Plan covers 164 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $11M.

#5,823
in Other Services (7,719 peers): +19.9%
assets growth YoY

Cfe 401(k) Plan's mid-pack asset rank among Other Services and all filers

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

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

$10,654,204 Top 43% higher than 57% 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

Cfe 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. Cfe 401(k) Plan sits mid-pack in the medium band (164 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Cfe 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Cfe 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Cfe 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 164 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 814465551 · Center for Fraternal Excellence, Inc. PY 2024 · 401(k)

Cfe 401(k) Plan · $11M · 164 · 57th

VS-ST $11M
BOY 164
SCH 57th
EBSA 401(k)
PART near Lakeland Industries, Inc. 401(k) Plan
TYPE ind #5823

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 Indiana →

End-of-year total assets ($M) among Cfe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	814465551
Plan Effective Date	2017-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Center for Fraternal Excellence, Inc.)

Latest sponsor-wide plan assets: $11M 54.35332064803394% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	143	$7M
2023	1	151	$9M
2024	1	164	$11M

Nearby 401(k) Plans in Indiana

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

Cfe 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Cfe 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Lakeland Industries, Inc. 401(k) Plan in AL ($11M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Lakeland Industries, Inc. 401(k) Plan (AL) $11M · 81
Sheldon Manufacturing, Inc. 401(k) Plan and Trust (OR) $11M · 106
Compusystems, Inc. 401(k) Profit Sharing Plan (IL) $11M · 90
Ginsburg Development Companies LLC & Affiliates 401(k) Plan (NY) $11M · 157

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

Meadows Bank 401(k) Retirement Plan (NV) 164 · 0 off
Dfs Flooring, Inc. 401(k) Retirement Plan (CA) 164 · 0 off
Infiniti Hr Retirement Plan (MD) 164 · 0 off
The Lumbee Tribe of Nc 401(k) Plan (NC) 164 · 0 off

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 Cfe 401(k) Plan assets move in 2024? ▼

Cfe 401(k) Plan grew sharply - up 19.9% during 2024, from $9M to $11M. Reported net income was $2M.

How have Center for Fraternal Excellence, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Center for Fraternal Excellence, Inc.'s sponsor-wide assets grew 54.4%, from $7M to $11M.

Which 401(k) plans are similar in size to Cfe 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lakeland Industries, Inc. 401(k) Plan in AL ($11M, 81 participants).

Which 401(k) plans cover a similar participant headcount to Cfe 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 814465551.