401(k) · DOL Form 5500 · 2022

Consumer Direct Management Solutions 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3,360
Participants Above avg headcount
52nd
Percentile by assets National rank
$1,598
Avg per participant Low balance/head
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Official DOL plan name: Consumer Direct Management Solutions 401(k) Plan · Sponsored by Consumer Direct Management Solutions · Montana · Healthcare & Social Assistance

$5M in assets, 3,360 participants

Consumer Direct Management Solutions's Consumer Direct Management Solutions 401(k) Plan reported $5M in total assets and 3,360 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,606 in Healthcare & Social Assistance (20,060 peers)

Coverage in Montana

Consumer Direct Management Solutions 401(k) Plan covers 3,360 participants in Montana, 12x the typical Montana plan (state average ~271 per filing). Assets: $5M.

#11,606
in Healthcare & Social Assistance (20,060 peers)
+3.0%
assets growth YoY

Consumer Direct Management Solutions 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Consumer Direct Management Solutions 401(k) Plan vs every filed plan by assets

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

$5,367,677 Top 48% higher than 52% 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

Consumer Direct Management Solutions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consumer Direct Management Solutions 401(k) Plan lands in the large band (3,360 participants).

DOL schedule card

Filing strip 201378311 · Consumer Direct Management Solutions PY 2022 · 401(k)

Consumer Direct Management Solutions 401(k) Plan · $5M · 3,360 · 52nd

  • VS-ST $5M
  • VS-ST 3,360
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Alliant Systems 401(k) Plan
  • VS-ST ind #11606

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 Healthcare & Social Assistance retirement plans → · Plans in Montana →

Consumer Direct Management Solutions 401(k) Plan in the asset neighbourhood

Consumer Direct Management Solutions 401(k) PlanConsumer Direct Management S…$5MAlliant Systems 401(k) Plan$5MMhtb Accountancy Group of Silicon Valley 401(k) Profit Sharing PlanMhtb Accountancy Group of Si…$5MVeriha Trucking, Inc. 401(k) Profit Sharing PlanVeriha Trucking, Inc. 401(k)…$5MBaggett, Mccall LLC 401(k) PlanBaggett, Mccall LLC 401(k) P…$5M
End-of-year total assets ($M) among Consumer Direct Management Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$80K
Employer EIN201378311
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Consumer Direct Management Solutions)

Sponsor-wide plan assets over time

All Consumer Direct Management Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$11M 101.52751367118402% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.37M $10.8M ▲ +101.5%
Year Plans Participants Total Assets
2022 1 3,360 $5M
2023 1 3,328 $8M
2024 1 3,750 $11M

Nearby 401(k) Plans in Montana

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

Consumer Direct Management Solutions 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 10002000300040005000 -1000100200300400500 Total assets ($M) Participants Consumer Direct Management Solutions 401(k) Plan, Total assets ($M): 5.367677 · Participants: 3360Consumer Direct Management Solutions 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Consumer Direct Management Solutions 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Consumer Direct Management Solutions 401(k) Plan side-by-side with 3 peers →

Consumer Direct Management Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Alliant Systems 401(k) Plan in TX ($5M); by covered participants it is Clyde Companies, Inc. 401(k) Retirement Plan in UT (3,359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,360 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 Consumer Direct Management Solutions 401(k) Plan assets move in 2022? ▼
Consumer Direct Management Solutions 401(k) Plan edged up modestly - up 3.0% during 2022, from $5M to $5M. Reported net income was $80K.
How have Consumer Direct Management Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consumer Direct Management Solutions's sponsor-wide assets grew 101.5%, from $5M to $11M.
Which 401(k) plans are similar in size to Consumer Direct Management Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliant Systems 401(k) Plan in TX ($5M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Consumer Direct Management Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clyde Companies, Inc. 401(k) Retirement Plan in UT (3,359 participants, $223M 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 201378311.

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.