401(k) · DOL Form 5500 · 2023

Conceptual Mindworks, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
51
Participants Small participant base
59th
Percentile by assets National rank
$198,914
Avg per participant Above avg balance/head
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Official DOL plan name: Team Cmi's Investments for the Future · Sponsored by Conceptual Mindworks, Inc. · Texas · Professional & Technical Services

$10M in assets, 51 participants

Conceptual Mindworks, Inc.'s Team Cmi's Investments for the Future reported $10M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,691 in Professional & Technical Services (20,321 peers)

Conceptual Mindworks, Inc. multi-year trail

Conceptual Mindworks, Inc.'s plans moved +37.1% in assets from 2022 to 2024; this filing shows Team Cmi's Investments for the Future at $10M / 51 participants.

#11,691
in Professional & Technical Services (20,321 peers)
+14.2%
assets growth YoY

Team Cmi's Investments for the Future's mid-pack asset rank among Professional & Technical Services and all filers

Team Cmi's Investments for the Future vs every filed plan by assets

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

$10,144,619 Top 41% higher than 59% 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

Team Cmi's Investments for the Future among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Team Cmi's Investments for the Future is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Team Cmi's Investments for the Future reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Team Cmi's Investments for the Future end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Team Cmi's Investments for the Future reported participants rose from 50 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742574471 · Conceptual Mindworks, Inc. PY 2023 · 401(k)

Team Cmi's Investments for the Future · $10M · 51 · 59th

  • BOOK $10M
  • BOOK 51
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near West Alabama Bank & Trust 401(k) Profit Sharing Plan
  • BOOK ind #11691

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 Texas →

Team Cmi's Investments for the Future in the asset neighbourhood

First Federal Bank 401(k)Plan$10MTeam Cmi's Investments for the FutureTeam Cmi's Investments for t…$10MWest Alabama Bank & Trust 401(k) Profit Sharing PlanWest Alabama Bank & Trust 40…$10MNew York State Public Employees Federation, AFL-CIO-M/C PlanNew York State Public Employ…$10MAamp Global 401(k) Plan$10M
End-of-year total assets ($M) among Team Cmi's Investments for the Future and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Conceptual Mindworks, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Conceptual Mindworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.09957791940951% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.88M $12.2M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 50 $9M
2023 1 51 $10M
2024 1 46 $12M

Conceptual Mindworks, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN742574471
Plan Effective Date1994-07-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Team Cmi's Investments for the Future vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Team Cmi's Investments for the Future, Total assets ($B): 0.010144619 · Participants: 51Team Cmi's Investments for the FutureAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Team Cmi's Investments for the Future vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Team Cmi's Investments for the Future side-by-side with 3 peers →

Team Cmi's Investments for the Future's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is West Alabama Bank & Trust 401(k) Profit Sharing Plan in AL ($10M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.

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 Team Cmi's Investments for the Future assets move in 2023? ▼
Team Cmi's Investments for the Future grew at a solid clip - up 14.2% during 2023, from $9M to $10M. Reported net income was $1M.
How have Conceptual Mindworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conceptual Mindworks, Inc.'s sponsor-wide assets grew 37.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Team Cmi's Investments for the Future? ▼
Among 401(k) plans in other states, the closest by assets is West Alabama Bank & Trust 401(k) Profit Sharing Plan in AL ($10M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Team Cmi's Investments for the Future? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A 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 742574471.

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.