Defined Benefit (Pension) · DOL Form 5500 · 2023

Cmta, Inc. Pension Plan

Data updated 2026-08-11

$9K
Total assets: 140
Participants: 1st
Percentile by assets: $67
Avg per participant

Official DOL plan name: Cmta, Inc. Cash Balance Plan · Sponsored by Cmta, Inc. · Kentucky · Professional & Technical Services

$9K in assets, 140 participants

Cmta, Inc.'s Cmta, Inc. Cash Balance Plan reported $9K in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

1st percentile by assets (of 127,072 plans)
#277 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Cmta, Inc. Cash Balance Plan covers 140 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $9K.

$9K
total plan assets (2023 EOY): 140
covered participants: 1st
percentile by assets (of 127,072 plans): $67
avg assets per participant

The plan reported a net loss of $314K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Cmta, Inc. Cash Balance Plan sits by total assets

Cmta, Inc. Cash Balance Plan vs every filed plan by assets

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

$9,446 1st percentile higher than 1% 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

Cmta, Inc. Cash Balance Plan end-of-year assets fell from $323K in the plan year 2022 filing to $9K in the plan year 2023 filing.
Cmta, Inc. Cash Balance Plan reported net income rose from -$6M in the plan year 2022 filing to -$314K in the plan year 2023 filing.
Cmta, Inc. Cash Balance Plan reported participants fell from 398 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Kentucky

Industry

Professional & Technical Services

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Cmta, Inc. Cash Balance Plan reports 140 participants - about 22% of that state average ($9K EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)	$323K
Net Assets (End of Year)	$9K
Net Income	-$314K
Employer EIN	610864428
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cmta, Inc.)

Total plan assets by year, all Cmta, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	859	$323K
2023	1	140	$9K

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cmta, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Lg&e and Ku Pension Plan $1.1B · 833
Ashland Hercules Pension Plan $984M · 70
Yum Brands Retirement Plan $734M · 3,834
Brown-Forman Corporation Salaried Employees Retirement Plan $499M · 1,160
Ashland Hercules Pension Plan II $469M · 57

Compare Cmta, Inc. Cash Balance Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cmta, Inc. Cash Balance Plan by total assets, not by location.

Allround Logistics Inc. Defined Benefit Plan (MD) $9K · 2
The Great Lakes Brewing Company Cash Balance Plan and Trust (OH) $10K · 133
Tredegar Corporation Retirement Income Plan (VA) $10K · 365
Anderson and Middleton Company Retirement Plan (WA) $9K · 4

Frequently Asked Questions

How did Cmta, Inc. Cash Balance Plan assets move in 2023? ▼

Cmta, Inc. Cash Balance Plan contracted severely - down 97.1% during 2023, from $323K to $9K. Reported net income was -$314K.

How have Cmta, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Cmta, Inc.'s sponsor-wide assets declined 97.1%, from $323K to $9K.

Where does Cmta, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼

Cmta, Inc. Cash Balance Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Cmta, Inc. Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Allround Logistics Inc. Defined Benefit Plan in MD ($9K, 2 participants).

Next read for Cmta, Inc. Cash Balance Plan

Filing takeaways

Ways to act on Cmta, Inc. Cash Balance Plan's numbers.

By total assets, Cmta, Inc. Cash Balance Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
Cmta, Inc.'s sponsor-wide assets have declined 97.1% since 2022 across 2 plan years on file. More Professional & Technical Services plans

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 610864428.