401(k) · DOL Form 5500 · 2023

Cupit, Milligan, Ogden & Williams 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
41st
Percentile by assets National rank
$343,550
Avg per participant High balance/head
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Official DOL plan name: Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust · Sponsored by Cupit, Milligan, Ogden & Williams · Nevada · Professional & Technical Services

$4M in assets, 12 participants

Cupit, Milligan, Ogden & Williams's Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust reported $4M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,770 in Professional & Technical Services (20,321 peers)

Cupit, Milligan, Ogden & Williams multi-year trail

Cupit, Milligan, Ogden & Williams's plans moved -15.1% in assets from 2022 to 2024; this filing shows Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust at $4M / 12 participants.

#7,770
in Professional & Technical Services (20,321 peers)
-27.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,122,599 41st percentile higher than 41% 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

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and 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. Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust reported net income fell from -$967K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 880189498 · Cupit, Milligan, Ogden & Williams PY 2023 · 401(k)

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust · $4M · 12 · 41st

  • EOY $4M
  • 5500 12
  • ASSETS 41st
  • PCT 401(k)
  • EIN near Acme Environmental, Inc. Profit Sharing Plan & Trust
  • RANK ind #7770

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 Nevada →

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust in the asset neighbourhood

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and TrustCupit, Milligan, Ogden & Wil…$4MAcme Environmental, Inc. Profit Sharing Plan & TrustAcme Environmental, Inc. Pro…$4MHinds Behavioral Health Services 401(k) PlanHinds Behavioral Health Serv…$4MPublic Impact 401(k) Retirement PlanPublic Impact 401(k) Retirem…$4MBiourja Renewables Retirement PlanBiourja Renewables Retiremen…$4M
End-of-year total assets ($M) among Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cupit, Milligan, Ogden & Williams multi-year asset trail

Sponsor-wide plan assets over time

All Cupit, Milligan, Ogden & Williams plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.08521279368455% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $5.69M $4.83M ▼ -15.1%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 12 $4M
2024 1 12 $5M

Cupit, Milligan, Ogden & Williams filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN880189498
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust, Total assets ($B): 0.004122599 · Participants: 12Cupit, Milligan, Ogden & Williams Profit Sharing Plan and TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust side-by-side with 3 peers →

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Acme Environmental, Inc. Profit Sharing Plan & Trust in OK ($4M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust assets move in 2023? ▼
Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust declined sharply - down 27.5% during 2023, from $6M to $4M. Reported net income was -$2M.
How have Cupit, Milligan, Ogden & Williams plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cupit, Milligan, Ogden & Williams's sponsor-wide assets declined 15.1%, from $6M to $5M.
Which 401(k) plans are similar in size to Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Acme Environmental, Inc. Profit Sharing Plan & Trust in OK ($4M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 880189498.

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.