Defined Benefit (Pension) · DOL Form 5500 · 2022

Cmta, Inc. Pension Plan

Data updated 2026-08-25

$323K
Total assets Small plan by assets
398
Participants Below avg headcount
14th
Percentile by assets National rank
$812
Avg per participant Low balance/head
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Official DOL plan name: Cmta, Inc. Cash Balance Plan · Sponsored by Cmta, Inc. · Kentucky · Professional & Technical Services

$323K in assets, 398 participants

Cmta, Inc.'s Cmta, Inc. Cash Balance Plan reported $323K in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,461 in Professional & Technical Services (21,562 peers)

Cmta, Inc. multi-year trail

Cmta, Inc.'s plans moved -97.1% in assets from 2022 to 2023; this filing shows Cmta, Inc. Cash Balance Plan at $323K / 398 participants.

#2,461
in Professional & Technical Services (21,562 peers)
-95.2%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cmta, Inc. Cash Balance Plan among the smaller filed plans by assets

Cmta, Inc. Cash Balance Plan vs every filed plan by assets

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

$323,111 14th percentile higher than 14% 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

Cmta, Inc. Cash Balance 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. Cmta, Inc. Cash Balance Plan sits mid-pack in the medium band (398 participants).

Published 5500 schedule card

Filing strip 610864428 · Cmta, Inc. PY 2022 · Defined Benefit (Pension)

Cmta, Inc. Cash Balance Plan · $323K · 398 · 14th

  • NET $323K
  • BOOK 398
  • VS-ST 14th
  • BOY Defined Benefit (Pension)
  • SCH near Rwn Contractors, LLC Cash Balance Plan
  • EBSA ind #2461

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 Kentucky →

Cmta, Inc. Cash Balance Plan in the asset neighbourhood

International Union of Electrical Local 431 Pension FundInternational Union of Elect…$325KMetal Trades Industry Pension PlanMetal Trades Industry Pensio…$325KCmta, Inc. Cash Balance Plan$323KRwn Contractors, LLC Cash Balance PlanRwn Contractors, LLC Cash Ba…$323KRochester Steel Treating Works, Inc. Defined Benefit Pension PlanRochester Steel Treating Wor…$325K
End-of-year total assets ($M) among Cmta, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Cmta, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cmta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9K 97.07654644998158% vs 2022
2023 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20222023 $0.32M $0.01M ▼ -96.9%
Year Plans Participants Total Assets
2022 2 859 $323K
2023 1 140 $9K

Cmta, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$323K
Net Income-$6M
Employer EIN610864428
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cmta, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Cmta, Inc. Cash Balance Plan, Total assets ($B): 0.000323111 · Participants: 398Cmta, Inc. Cash Balance PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Cmta, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Cmta, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Rwn Contractors, LLC Cash Balance Plan in TX ($323K); by covered participants it is Chicago Area Ib of T Pension Trust Fund in IL (398 participants). Same-state nearby plans are listed separately above.

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 Cmta, Inc. Cash Balance Plan assets move in 2022?
Cmta, Inc. Cash Balance Plan contracted severely - down 95.2% during 2022, from $7M to $323K. Reported net income was -$6M.
How have Cmta, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Cmta, Inc.'s sponsor-wide assets declined 97.1%, from $323K to $9K.
Where does Cmta, Inc. Cash Balance Plan rank by assets among Form 5500 filers?
Cmta, Inc. Cash Balance Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cmta, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rwn Contractors, LLC Cash Balance Plan in TX ($323K, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cmta, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Area Ib of T Pension Trust Fund in IL (398 participants, $359M in assets).