401(k) · DOL Form 5500 · 2022

Cmi - Vantage Partners LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
67
Participants Small participant base
81st
Percentile by assets National rank
$400,759
Avg per participant High balance/head
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Official DOL plan name: Cmi Vantage Partners 401(k) Profit Sharing Plan · Sponsored by Cmi - Vantage Partners LLC · Massachusetts · Professional & Technical Services

$27M in assets, 67 participants

Cmi - Vantage Partners LLC's Cmi Vantage Partners 401(k) Profit Sharing Plan reported $27M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,679 in Professional & Technical Services (21,562 peers)

Where Cmi Vantage Partners 401(k) Profit Sharing Plan sits by assets

Cmi Vantage Partners 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 67 participants (~$400,759/participant), down 21.5% in 2022.

#17,679
in Professional & Technical Services (21,562 peers)
-21.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cmi Vantage Partners 401(k) Profit Sharing Plan's outsized position by total assets

Cmi Vantage Partners 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,850,863 Top 19% higher than 81% of 139,123 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 2022

Cmi Vantage Partners 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cmi Vantage Partners 401(k) Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043390284 · Cmi - Vantage Partners LLC PY 2022 · 401(k)

Cmi Vantage Partners 401(k) Profit Sharing Plan · $27M · 67 · 81st

  • BOY $27M
  • BOY 67
  • BOY 81st
  • BOY 401(k)
  • BOY near Group Services, LLC 401(k) and Profit Sharing Plan
  • BOY ind #17679

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 Massachusetts →

Cmi Vantage Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Cmi Vantage Partners 401(k) Profit Sharing PlanCmi Vantage Partners 401(k) …$27MGroup Services, LLC 401(k) and Profit Sharing PlanGroup Services, LLC 401(k) a…$27MChicago White Sox Employee Retirement PlanChicago White Sox Employee R…$27MNot-for-Profit Retirement Savings PlanNot-for-Profit Retirement Sa…$27MRoy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$27M
End-of-year total assets ($M) among Cmi Vantage Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN043390284
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmi - Vantage Partners LLC)

Sponsor-wide plan assets over time

All Cmi - Vantage Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.92023124172955% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.2M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 67 $27M
2023 1 70 $28M
2024 1 63 $32M

Nearby 401(k) Plans in Massachusetts

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

Cmi Vantage Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Cmi Vantage Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.026850863 · Participants: 67Cmi Vantage Partners 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Cmi Vantage Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cmi Vantage Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cmi Vantage Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Group Services, LLC 401(k) and Profit Sharing Plan in TX ($27M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cmi Vantage Partners 401(k) Profit Sharing Plan assets move in 2022? ▼
Cmi Vantage Partners 401(k) Profit Sharing Plan declined sharply - down 21.5% during 2022, from $34M to $27M. Reported net income was -$7M.
How have Cmi - Vantage Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cmi - Vantage Partners LLC's sponsor-wide assets grew 19.9%, from $27M to $32M.
Where does Cmi Vantage Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cmi Vantage Partners 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cmi Vantage Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group Services, LLC 401(k) and Profit Sharing Plan in TX ($27M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Cmi Vantage Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043390284.

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.