Profit Sharing · DOL Form 5500 · 2022

Cushing Terrell Profit Sharing Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
424
Participants Below avg headcount
90th
Percentile by assets National rank
$143,304
Avg per participant Near avg balance/head
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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.

  • #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.

#19,530
in Professional & Technical Services (21,562 peers)
-14.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

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's outsized position by total assets

Cushing Terrell 401(k) Retirement Plan vs every filed plan by assets

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

$60,760,954 Top 10% higher than 90% 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 Terrell 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cushing Terrell 401(k) Retirement Plan sits mid-pack in the medium band (424 participants).

EBSA filing schedule strip

Filing strip 810305543 · Cushing Terrell PY 2022 · Profit Sharing

Cushing Terrell 401(k) Retirement Plan · $61M · 424 · 90th

  • TYPE $61M
  • NET 424
  • BOOK 90th
  • VS-ST Profit Sharing
  • BOY near United Regional Health Care System 401(a) Retirement Savings Plan
  • SCH ind #19530

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 Montana →

Cushing Terrell 401(k) Retirement Plan in the asset neighbourhood

Cushing Terrell 401(k) Retirement PlanCushing Terrell 401(k) Retir…$61MUnited Regional Health Care System 401(a) Retirement Savings PlanUnited Regional Health Care …$61MLocal 863 Ibt Retirement Savings PlanLocal 863 Ibt Retirement Sav…$61MSensience Retirement and Savings PlanSensience Retirement and Sav…$61MBaker & Taylor Retirement Savings PlanBaker & Taylor Retirement Sa…$60M
End-of-year total assets ($M) among Cushing Terrell 401(k) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Cushing Terrell plans reported in each filing year

Latest sponsor-wide plan assets
$92M 50.762226346874016% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.8M $91.6M ▲ +50.8%
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 Scatter plot of 6 data points. 0100200300400500 020406080 Total assets ($M) Participants Cushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing PlanFranz Construction, Inc. Retirement Plan, Total assets ($M): 7.785831 · Participants: 48Franz Construction, Inc. Retirement Plan
Cushing Terrell 401(k) Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Cushing Terrell 401(k) Retirement Plan side-by-side with 3 peers →

Cushing Terrell 401(k) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is United Regional Health Care System 401(a) Retirement Savings Plan in TX ($61M); by covered participants it is Kamehemeha Schools 403(b) Retirement Savings Plan in HI (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (424 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 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).
Which Profit Sharing plans cover a similar participant headcount to Cushing Terrell 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kamehemeha Schools 403(b) Retirement Savings Plan in HI (424 participants, $3M 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 810305543.

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.