401(k) · DOL Form 5500 · 2024
Cbiz, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.4B
- Total assets
- 6,847
- Participants
- 99th
- Percentile by assets
- $207,543
- Avg per participant
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.
- 99th percentile by assets (of 116,472 plans)
- #19,409 in Professional & Technical Services (19,542 peers)
Coverage in Ohio
Cbiz, Inc. Retirement Savings Plan covers 6,847 participants in Ohio, 8.7x the typical Ohio plan (state average ~787 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 6,847
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $207,543
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. Cbiz, Inc. Retirement Savings Plan reports 6,847 participants - 8.7x that state average ($1.4B EOY assets).
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.)
| 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.
Cbiz, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cbiz, Inc. Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cbiz, Inc. Retirement Savings Plan assets move in 2024? ▼
How have Cbiz, Inc. plan assets changed over time? ▼
Where does Cbiz, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Cbiz, Inc. Retirement Savings Plan
Filing takeaways
Ways to act on Cbiz, Inc. Retirement Savings Plan's numbers.
- By total assets, Cbiz, Inc. Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Cbiz, Inc.'s sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans