401(k) · DOL Form 5500 · 2022

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
14
Participants Small participant base
66th
Percentile by assets National rank
$766,678
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan · Sponsored by Cushing, Morris, Armbruster & Montgomery, LLP · Georgia · Professional & Technical Services

$11M in assets, 14 participants

Cushing, Morris, Armbruster & Montgomery, LLP's Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan reported $11M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,091 in Professional & Technical Services (21,562 peers)

Cushing, Morris, Armbruster & Montgomery, LLP multi-year trail

Cushing, Morris, Armbruster & Montgomery, LLP's plans moved +21.1% in assets from 2022 to 2024; this filing shows Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan at $11M / 14 participants.

#14,091
in Professional & Technical Services (21,562 peers)
-8.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,733,489 Top 34% higher than 66% 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

Cushing, Morris, Armbruster & Montgomery, LLP 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. Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 581632564 · Cushing, Morris, Armbruster & Montgomery, LLP PY 2022 · 401(k)

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan · $11M · 14 · 66th

  • ASSETS $11M
  • ASSETS 14
  • ASSETS 66th
  • ASSETS 401(k)
  • ASSETS near 1st Lake Properties, Inc Retirement Plan
  • ASSETS ind #14091

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 Georgia →

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing PlanCushing, Morris, Armbruster …$11M1st Lake Properties, Inc Retirement Plan1st Lake Properties, Inc Ret…$11MMobe LLC 401(k) Profit Sharing Plan & TrustMobe LLC 401(k) Profit Shari…$11MSyncroness, Inc. 401(k) Plan$11MFormula 1 Feeds, Inc. Profit Sharing/401(k) Savings PlanFormula 1 Feeds, Inc. Profit…$11M
End-of-year total assets ($M) among Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cushing, Morris, Armbruster & Montgomery, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Cushing, Morris, Armbruster & Montgomery, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.14601319291425% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.7M $13M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 14 $11M
2023 1 15 $12M
2024 1 17 $13M

Cushing, Morris, Armbruster & Montgomery, LLP filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN581632564
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.010733489 · Participants: 14Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is 1st Lake Properties, Inc Retirement Plan in LA ($11M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 8.8% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Cushing, Morris, Armbruster & Montgomery, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cushing, Morris, Armbruster & Montgomery, LLP's sponsor-wide assets grew 21.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1st Lake Properties, Inc Retirement Plan in LA ($11M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 581632564.

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.