401(k) · DOL Form 5500 · 2023
Cummins Inc. 401(k) Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 662
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $177,327
- Avg per participant Above avg balance/head
Official DOL plan name: Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees · Sponsored by Cummins Inc. · Indiana · Manufacturing
$117M in assets, 662 participants
Cummins Inc.'s Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees reported $117M in total assets and 662 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,511 in Manufacturing (18,722 peers)
Where Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees sits by assets
Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees sits in the top 10% of all filed plans by assets, $117M for 662 participants (~$177,327/participant), down 3.4% in 2023.
- #16,511
- in Manufacturing (18,722 peers)
- -3.4%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees's outsized position by total assets
Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$117,390,610 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees sits mid-pack in the medium band (662 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees reported net income rose from -$28M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees reported participants rose from 516 in the plan year 2022 filing to 662 in the plan year 2023 filing.
- Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees end-of-year assets fell from $121M in the plan year 2022 filing to $117M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 350257090 · Cummins Inc. PY 2023 · 401(k)
Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees · $117M · 662 · 92nd
- ASSETS $117M
- PCT 662
- EIN 92nd
- RANK 401(k)
- PHOTO near Symplr 401(k) Plan and Trust
- IND ind #16511
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 Manufacturing retirement plans → · Plans in Indiana →
Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$4M |
| Employer EIN | 350257090 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cummins Inc.)
Sponsor-wide plan assets over time
All Cummins Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9.7B 25.4811817356577% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 48,345 | $7.7B |
| 2023 | 3 | 55,603 | $9.2B |
| 2024 | 3 | 61,571 | $9.7B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Cummins Retirement and Savings Plan for Certain Collectively Bargained Employees's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Symplr 401(k) Plan and Trust in TX ($117M); by covered participants it is Rosen USA 401(k) Plan in TX (662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Symplr 401(k) Plan and Trust (TX) $117M · 1,591
- Atricure, Inc. 401(k) Plan (OH) $117M · 941
- Dfcu Financial 401(k) Plan (MI) $117M · 505
- The Burke Group 401(k) Profit Sharing Plan (IL) $117M · 428
Similar participant headcount
Nearest other-state filings by covered participants (662 participants); asset peers above are excluded.
- Rosen USA 401(k) Plan (TX) 662 · 0 off
- Bristow Group Inc. Employee Savings & Retirement Plan (TX) 662 · 0 off
- Southwest Power Pool 401(k) Savings Plan (AR) 662 · 0 off
- St Luke Home Care and Hospice Retirement Plan (PR) 662 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.