401(k) · DOL Form 5500 · 2023

Cmi - Vantage Partners LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
70
Participants Small participant base
78th
Percentile by assets National rank
$398,636
Avg per participant High balance/head
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Official DOL plan name: Cmi Vantage Partners 401(k) Profit Sharing Plan · Sponsored by Cmi - Vantage Partners LLC · Massachusetts · Professional & Technical Services

$28M in assets, 70 participants

Cmi - Vantage Partners LLC's Cmi Vantage Partners 401(k) Profit Sharing Plan reported $28M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,958 in Professional & Technical Services (20,321 peers)

Where Cmi Vantage Partners 401(k) Profit Sharing Plan sits by assets

Cmi Vantage Partners 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 70 participants (~$398,636/participant), up 3.9% in 2023.

#15,958
in Professional & Technical Services (20,321 peers)
+3.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cmi Vantage Partners 401(k) Profit Sharing Plan's outsized position by total assets

Cmi Vantage Partners 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,904,497 Top 22% higher than 78% of 127,068 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 2023

Cmi Vantage Partners 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cmi Vantage Partners 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cmi Vantage Partners 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cmi Vantage Partners 401(k) Profit Sharing Plan reported participants rose from 67 in the plan year 2022 filing to 70 in the plan year 2023 filing.
  • Cmi Vantage Partners 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043390284 · Cmi - Vantage Partners LLC PY 2023 · 401(k)

Cmi Vantage Partners 401(k) Profit Sharing Plan · $28M · 70 · 78th

  • RANK $28M
  • RANK 70
  • RANK 78th
  • RANK 401(k)
  • RANK near The Citizens Bank Profit Sharing and Savings Plan and Trust
  • RANK ind #15958

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 Massachusetts →

Cmi Vantage Partners 401(k) Profit Sharing Plan in the asset neighbourhood

The Citizens Bank Profit Sharing and Savings Plan and TrustThe Citizens Bank Profit Sha…$28MReal Floors, Inc. 401(k) Plan$28MCmi Vantage Partners 401(k) Profit Sharing PlanCmi Vantage Partners 401(k) …$28MWeave 401(k) Plan$28MAa Obgyn, PLLC 401(k) Plan$28M
End-of-year total assets ($M) among Cmi Vantage Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$1M
Employer EIN043390284
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmi - Vantage Partners LLC)

Sponsor-wide plan assets over time

All Cmi - Vantage Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.92023124172955% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.2M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 67 $27M
2023 1 70 $28M
2024 1 63 $32M

Nearby 401(k) Plans in Massachusetts

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

Cmi Vantage Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cmi Vantage Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.027904497 · Participants: 70Cmi Vantage Partners 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Cmi Vantage Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cmi Vantage Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cmi Vantage Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Citizens Bank Profit Sharing and Savings Plan and Trust in MS ($28M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cmi Vantage Partners 401(k) Profit Sharing Plan assets move in 2023? ▼
Cmi Vantage Partners 401(k) Profit Sharing Plan edged up modestly - up 3.9% during 2023, from $27M to $28M. Reported net income was $1M.
How have Cmi - Vantage Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cmi - Vantage Partners LLC's sponsor-wide assets grew 19.9%, from $27M to $32M.
Where does Cmi Vantage Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cmi Vantage Partners 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cmi Vantage Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Citizens Bank Profit Sharing and Savings Plan and Trust in MS ($28M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Cmi Vantage Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043390284.

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.