Profit Sharing · DOL Form 5500 · 2023

C&m Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
33
Participants Small participant base
32nd
Percentile by assets National rank
$70,249
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C&m Associates, Inc. Retirement Trust · Sponsored by C&m Associates, Inc. · Texas · Professional & Technical Services

$2M in assets, 33 participants

C&m Associates, Inc.'s C&m Associates, Inc. Retirement Trust reported $2M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,776 in Professional & Technical Services (20,321 peers)

C&m Associates, Inc. multi-year trail

C&m Associates, Inc.'s plans moved +99.3% in assets from 2022 to 2024; this filing shows C&m Associates, Inc. Retirement Trust at $2M / 33 participants.

#5,776
in Professional & Technical Services (20,321 peers)
+37.8%
assets growth YoY

C&m Associates, Inc. Retirement Trust among the smaller filed plans by assets

C&m Associates, Inc. Retirement Trust vs every filed plan by assets

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

$2,318,230 32nd percentile higher than 32% 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

C&m Associates, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C&m Associates, Inc. Retirement Trust is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C&m Associates, Inc. Retirement Trust reported net income rose from -$210K in the plan year 2022 filing to $636K in the plan year 2023 filing.
  • C&m Associates, Inc. Retirement Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • C&m Associates, Inc. Retirement Trust reported participants rose from 27 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201113510 · C&m Associates, Inc. PY 2023 · Profit Sharing

C&m Associates, Inc. Retirement Trust · $2M · 33 · 32nd

  • SCH $2M
  • SCH 33
  • SCH 32nd
  • SCH Profit Sharing
  • SCH near Potters & Della Pietra LLP Profit Sharing Plan
  • SCH ind #5776

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 →

C&m Associates, Inc. Retirement Trust in the asset neighbourhood

C&m Associates, Inc. Retirement TrustC&m Associates, Inc. Retirem…$2MPotters & Della Pietra LLP Profit Sharing PlanPotters & Della Pietra LLP P…$2MJensen & Pilegard Profit Sharing PlanJensen & Pilegard Profit Sha…$2MPineleaf Investments, Inc. Profit Sharing PlanPineleaf Investments, Inc. P…$2MF. Michael Harris Profit Sharing PlanF. Michael Harris Profit Sha…$2M
End-of-year total assets ($M) among C&m Associates, Inc. Retirement Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

C&m Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C&m Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 99.33933012806794% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.68M $3.35M ▲ +99.4%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 33 $2M
2024 1 32 $3M

C&m Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$636K
Employer EIN201113510
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

C&m Associates, Inc. Retirement Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants C&m Associates, Inc. Retirement Trust, Total assets ($B): 0.00231823 · Participants: 33C&m Associates, Inc. Retirement TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
C&m Associates, Inc. Retirement Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare C&m Associates, Inc. Retirement Trust side-by-side with 3 peers →

C&m Associates, Inc. Retirement Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Potters & Della Pietra LLP Profit Sharing Plan in NJ ($2M); by covered participants it is Torrence's Farm Implements Profit Sharing Plan II in CA (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 C&m Associates, Inc. Retirement Trust assets move in 2023? ▼
C&m Associates, Inc. Retirement Trust surged - up 37.8% during 2023, from $2M to $2M. Reported net income was $636K.
How have C&m Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C&m Associates, Inc.'s sponsor-wide assets grew 99.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to C&m Associates, Inc. Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Potters & Della Pietra LLP Profit Sharing Plan in NJ ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to C&m Associates, Inc. Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrence's Farm Implements Profit Sharing Plan II in CA (33 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 201113510.

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.