401(k) · DOL Form 5500 · 2023

Cb&a Project Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
76
Participants Small participant base
46th
Percentile by assets National rank
$71,668
Avg per participant Below avg balance/head
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Official DOL plan name: Cb&a 401(k) Plan · Sponsored by Cb&a Project Management Services, LLC · Alabama · Professional & Technical Services

$5M in assets, 76 participants

Cb&a Project Management Services, LLC's Cb&a 401(k) Plan reported $5M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,934 in Professional & Technical Services (20,321 peers)

Cb&a Project Management Services, LLC multi-year trail

Cb&a Project Management Services, LLC's plans moved +30.1% in assets from 2022 to 2024; this filing shows Cb&a 401(k) Plan at $5M / 76 participants.

#8,934
in Professional & Technical Services (20,321 peers)
+10.8%
assets growth YoY

Cb&a 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cb&a 401(k) Plan vs every filed plan by assets

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

$5,446,738 46th percentile higher than 46% 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

Cb&a 401(k) 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. Cb&a 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cb&a 401(k) Plan reported net income rose from -$751K in the plan year 2022 filing to $531K in the plan year 2023 filing.
  • Cb&a 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cb&a 401(k) Plan reported participants fell from 78 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721361104 · Cb&a Project Management Services, LLC PY 2023 · 401(k)

Cb&a 401(k) Plan · $5M · 76 · 46th

  • SCH $5M
  • EBSA 76
  • PART 46th
  • TYPE 401(k)
  • NET near Royal Basket Truck Inc. 401(k) Profit Sharing Plan & Trust
  • BOOK ind #8934

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 Alabama →

Cb&a 401(k) Plan in the asset neighbourhood

Cb&a 401(k) Plan$5MRoyal Basket Truck Inc. 401(k) Profit Sharing Plan & TrustRoyal Basket Truck Inc. 401(…$5MWard, Murray, Pace & Johnson, P.C. 401(k) Profit Sharing PlanWard, Murray, Pace & Johnson…$5MSwarco 401 K Plan$5MMaster Service Companies, LLC 401(k) PlanMaster Service Companies, LL…$5M
End-of-year total assets ($M) among Cb&a 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cb&a Project Management Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cb&a Project Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.066594853673394% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.92M $6.39M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 78 $5M
2023 1 76 $5M
2024 1 66 $6M

Cb&a Project Management Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$531K
Employer EIN721361104
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Cb&a 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Cb&a 401(k) Plan, Total assets ($B): 0.005446738 · Participants: 76Cb&a 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Cb&a 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Cb&a 401(k) Plan side-by-side with 3 peers →

Cb&a 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Royal Basket Truck Inc. 401(k) Profit Sharing Plan & Trust in WI ($5M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Cb&a 401(k) Plan assets move in 2023? ▼
Cb&a 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $5M to $5M. Reported net income was $531K.
How have Cb&a Project Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cb&a Project Management Services, LLC's sponsor-wide assets grew 30.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Cb&a 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Basket Truck Inc. 401(k) Profit Sharing Plan & Trust in WI ($5M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Cb&a 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 721361104.

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.