401(k) · DOL Form 5500 · 2024
Cbiz, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 6,847
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $207,543
- Avg per participant Above avg balance/head
Official DOL plan name: Cbiz, Inc. Retirement Savings Plan · Sponsored by Cbiz, Inc. · Ohio · Professional & Technical Services
$1.4B in assets, 6,847 participants
Cbiz, Inc.'s Cbiz, Inc. Retirement Savings Plan reported $1.4B in total assets and 6,847 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #20,029 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Cbiz, Inc. Retirement Savings Plan covers 6,847 participants in Ohio, 9.0x the typical Ohio plan (state average ~765 per filing). Assets: $1.4B.
- #20,029
- in Professional & Technical Services (20,173 peers)
- +15.5%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Cbiz, Inc. Retirement Savings Plan's outsized position by total assets
Cbiz, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,421,046,380 Top 1% higher than 99% 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
Cbiz, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbiz, Inc. Retirement Savings Plan lands in the large band (6,847 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cbiz, Inc. Retirement Savings Plan reported net income fell from $229M in the plan year 2023 filing to $190M in the plan year 2024 filing.
- Cbiz, Inc. Retirement Savings Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- Cbiz, Inc. Retirement Savings Plan reported participants rose from 6,370 in the plan year 2023 filing to 6,847 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222769024 · Cbiz, Inc. PY 2024 · 401(k)
Cbiz, Inc. Retirement Savings Plan · $1.4B · 6,847 · 99th
- BOY $1.4B
- BOY 6,847
- BOY 99th
- BOY 401(k)
- BOY near Fedex Office and Print Services, Inc. 401(k) Retirement Savings Plan
- BOY ind #20029
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 Ohio →
Cbiz, Inc. Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $190M |
| Employer EIN | 222769024 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cbiz, Inc.)
Sponsor-wide plan assets over time
All Cbiz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 41.910311553860296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,252 | $1.0B |
| 2023 | 1 | 6,370 | $1.2B |
| 2024 | 1 | 6,847 | $1.4B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Cbiz, Inc. Retirement Savings Plan
Cbiz, Inc. Retirement Savings Plan reports $1.4B in end-of-year assets across 6,847 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $207,543 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2024 was $190M.
This plan identity (EIN 222769024, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.4B (+41.9%) while covered participants moved from 5,252 to 6,847 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,252 | $1.0B | Open filing |
| 2023 | 6,370 | $1.2B | Open filing |
| 2024 · index core | 6,847 | $1.4B | This page |
Cbiz, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Fedex Office and Print Services, Inc. 401(k) Retirement Savings Plan in TX ($1.4B); by covered participants it is Varsity Brands, LLC 401(k) Profit Sharing Plan in TX (6,843 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Fedex Office and Print Services, Inc. 401(k) Retirement Savings Plan (TX) $1.4B · 13,321
- Midamerican Energy Company Retirement Savings Plan (IA) $1.4B · 5,055
- Blue Cross and Blue Shield of North Carolina 401(k) Plan (NC) $1.4B · 5,572
- Skywest, Inc. Employees' Retirement Plan (UT) $1.4B · 14,259
Similar participant headcount
Nearest other-state filings by covered participants (6,847 participants); asset peers above are excluded.
- Varsity Brands, LLC 401(k) Profit Sharing Plan (TX) 6,843 · 4 off
- Eat'n Park Hospitality Group 401(k) Retirement Plan (PA) 6,836 · 11 off
- Kyndryl 401(k) Plan (NY) 6,859 · 12 off
- Prime Therapeutics LLC 401(k) Plan (MN) 6,830 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.