Profit Sharing · DOL Form 5500 · 2022

Cushing Terrell Profit Sharing Plan

Data updated 2026-08-11

$61M
Total assets
424
Participants
90th
Percentile by assets
$143,304
Avg per participant
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Official DOL plan name: Cushing Terrell 401(k) Retirement Plan · Sponsored by Cushing Terrell · Montana · Professional & Technical Services

$61M in assets, 424 participants

Cushing Terrell's Cushing Terrell 401(k) Retirement Plan reported $61M in total assets and 424 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #19,530 in Professional & Technical Services (21,562 peers)

Where Cushing Terrell 401(k) Retirement Plan sits by assets

Cushing Terrell 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $61M for 424 participants (~$143,304/participant), down 14.8% in 2022.

$61M
total plan assets (2022 EOY)
424
covered participants
90th
percentile by assets (of 139,126 plans)
$143,304
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cushing Terrell 401(k) Retirement Plan vs the 2022 asset distribution

By assets, Cushing Terrell 401(k) Retirement Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$61M
Net Income-$11M
Employer EIN810305543
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cushing Terrell)

$50M$60M$70M$80M$90M$100M 202220232024 $60.8M $91.6M ▲ +50.8%
Total plan assets by year, all Cushing Terrell plans on file
Year Plans Participants Total Assets
2022 1 424 $61M
2023 1 438 $74M
2024 1 417 $92M

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cushing Terrell 401(k) Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants

Cushing Terrell 401(k) Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 020406080 Total assets ($M) Participants Cushing Terrell 401(…Okeefe Drilling Comp…Barrett Hospital Dev…Langlas & Associates…Blue Rock Products C…Franz Construction, …
Cushing Terrell 401(k) Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Cushing Terrell 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Cushing Terrell 401(k) Retirement Plan assets move in 2022?
Cushing Terrell 401(k) Retirement Plan pulled back noticeably - down 14.8% during 2022, from $71M to $61M. Reported net income was -$11M.
How have Cushing Terrell plan assets changed over time?
Across 3 plan years on file (2022-2024), Cushing Terrell's sponsor-wide assets grew 50.8%, from $61M to $92M.
Where does Cushing Terrell 401(k) Retirement Plan rank by assets among Form 5500 filers?
Cushing Terrell 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Cushing Terrell 401(k) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is United Regional Health Care System 401(a) Retirement Savings Plan in TX ($61M, 2,150 participants).

Scale reading

Ways to act on Cushing Terrell 401(k) Retirement Plan's numbers.