How big is Cincinnati Bengals, Inc.'s plan?

Cincinnati Bengals, Inc.'s plan reported $51.0M in assets and 132 participants for 2024.

Original filing (PDF)20250821102436NAL0007088512001

Cincinnati Bengals, Inc.

Name: Cincinnati Bengals, Inc. — CBI Retirement Plan, Form 5500 (2024)
Creator: Cincinnati Bengals, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CBI Retirement Plan

401(k) retirement plan · Cincinnati Bengals, Inc.'s CBI Retirement Plan held $51.0M in plan assets for 132 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

132

Accounts w/ balance

156

Plan assets (EOY)

$51.0M

Net assets (EOY)

$51.0M

People on this filing

John Helmle signed Cincinnati Bengals, Inc.'s 2024 Form 5500 as plan administrator.

John Helmle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cincinnati Bengals, Inc.'s EIN is 31-0995705.

EIN 31-0995705

Plan number 011

Plan year 2024

ACK ID 20250821102436NAL0007088512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cincinnati Bengals, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cincinnati Bengals, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CINCINNATI BENGALS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (93rd percentile).

Plan sponsor

Name

CINCINNATI BENGALS, INC.

EIN

all filings

Address

1 PAYCOR STADIUM · CINCINNATI, OH · 45202

Phone

(513) 621-3550

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$225	—

Investments

27 direct securities · 1 pooled fund· $51.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$32.2M

16 holdings

Mutual Funds

$8.1M

7 holdings

Common Collective Trusts

$7.6M

2 holdings

Common Collective Trust

$1.7M

1 holding

U.S. Treasuries

$1.3M

1 holding

Common Stocks

$75K

1 holding

					% of plan
T. Rowe Price Dividend Growth Fund Mutual Fund	Other securities	—	—	$8.2M	16.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$6.3M	12.4%
American Century Investments One Choice 2050 Mutual Fund	Other securities	—	—	$4.5M	8.8%
Fidelity Puritan Fund Mutual Fund	Mutual Funds	—	—	$3.6M	7.1%
T. Rowe Price Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$3.1M	6.1%
American Century Investments One Choice 2045 Mutual Fund	Other securities	—	—	$3.0M	5.8%
American Century Investments One Choice 2055 Mutual Fund	Other securities	—	—	$2.6M	5.2%
American Century Mid Cap Value Mutual Fund	Other securities	—	—	$2.5M	4.9%
PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036	Common Collective Trust	—	—	$1.7M	3.4%
American Century Investments One Choice 2025 Mutual Fund	Other securities	—	—	$1.7M	3.3%
American Century Government Bond Fund Mutual Fund	U.S. Treasuries	—	—	$1.3M	2.6%
American Century Investments One Choice 2035 Mutual Fund	Other securities	—	—	$1.3M	2.6%
American Century Investments One Choice 2060 Mutual Fund	Other securities	—	—	$1.3M	2.5%
Fidelity Government Money Market Money Market	Mutual Funds	—	—	$1.2M	2.4%
Fidelity Global Ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	2.4%
American Century Investments One Choice 2040 Mutual Fund	Other securities	—	—	$1.2M	2.4%
Janus Henderson Enterprise Fund Mutual Fund	Mutual Funds	—	—	$1.0M	2.0%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$777K	1.5%
The Hartford Dividend and Growth Fund Mutual Fund	Other securities	—	—	$729K	1.4%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$666K	1.3%
American Century Investments One Choice 2030 Mutual Fund	Other securities	—	—	$663K	1.3%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$663K	1.3%
The Hartford Balanced Income Fund Mutual Fund	Other securities	—	—	$654K	1.3%
American Century One Choice In Ret Mutual Fund	Other securities	—	—	$531K	1.0%
AB Small Cap Growth Portfolio Mutual Fund	Other securities	—	—	$250K	0.5%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$104K	0.2%
Victory Sycamore Small Company Opportunity Fund Mutual Fund	Common Stocks	—	—	$75K	0.1%
Cohen & Steers Instl Realty Shares Mutual Fund	Other securities	—	—	$55K	0.1%