401(k) · DOL Form 5500 · 2024

Class Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Class Investment Group, Inc. Profit Sharing Plan · Sponsored by Class Investment Group, Inc. · Texas · Real Estate

$2M in assets, 2 participants

Class Investment Group, Inc.'s Class Investment Group, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,308 in Real Estate (4,605 peers)

Class Investment Group, Inc. multi-year trail

Class Investment Group, Inc.'s plans moved +55.1% in assets from 2022 to 2024; this filing shows Class Investment Group, Inc. Profit Sharing Plan at $2M / 2 participants.

#2,308
in Real Estate (4,605 peers)
+20.7%
assets growth YoY

Class Investment Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Class Investment Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,266,152 31st percentile higher than 31% 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

Class Investment Group, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Class Investment Group, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Class Investment Group, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Class Investment Group, Inc. Profit Sharing Plan reported net income fell from $416K in the plan year 2023 filing to $389K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200772408 · Class Investment Group, Inc. PY 2024 · 401(k)

Class Investment Group, Inc. Profit Sharing Plan · $2M · 2 · 31st

  • EIN $2M
  • RANK 2
  • PHOTO 31st
  • IND 401(k)
  • EOY near Laurel Women's Medical Group, P.C. Retirement Plan
  • 5500 ind #2308

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 Real Estate retirement plans → · Plans in Texas →

Class Investment Group, Inc. Profit Sharing Plan in the asset neighbourhood

Class Investment Group, Inc. Profit Sharing PlanClass Investment Group, Inc.…$2MLaurel Women's Medical Group, P.C. Retirement PlanLaurel Women's Medical Group…$2MKs&g Corporate 401(k) Profit Sharing PlanKs&g Corporate 401(k) Profit…$2MStacey a. Greene, Dds Employees' 401(k) Profit Sharing Plan and TrustStacey a. Greene, Dds Employ…$2MPerformek Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Class Investment Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Class Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Class Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 55.099034973649985% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.46M $2.27M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Class Investment Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$389K
Employer EIN200772408
Plan Effective Date2004-02-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Class Investment Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Class Investment Group, Inc. Profit Sharing Plan, Total assets ($B): 0.002266152 · Participants: 2Class Investment Group, Inc. Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Class Investment Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Class Investment Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Class Investment Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Laurel Women's Medical Group, P.C. Retirement Plan in MI ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Class Investment Group, Inc. Profit Sharing Plan assets move in 2024? ▼
Class Investment Group, Inc. Profit Sharing Plan grew sharply - up 20.7% during 2024, from $2M to $2M. Reported net income was $389K.
How have Class Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Class Investment Group, Inc.'s sponsor-wide assets grew 55.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Class Investment Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laurel Women's Medical Group, P.C. Retirement Plan in MI ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Class Investment Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 200772408.

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.