Defined Benefit (Pension) · DOL Form 5500 · 2023

Cmta, Inc. Pension Plan

Data updated 2026-08-25

$9K
Total assets Small plan by assets
140
Participants Small participant base
1st
Percentile by assets National rank
$67
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#277
in Professional & Technical Services (20,321 peers)
-97.1%
assets change YoY

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.

Cmta, Inc. Cash Balance Plan among the smaller filed plans by 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

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

Cmta, Inc. Cash Balance Plan 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. Cmta, Inc. Cash Balance Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 610864428 · Cmta, Inc. PY 2023 · Defined Benefit (Pension)

Cmta, Inc. Cash Balance Plan · $9K · 140 · 1st

  • PART $9K
  • TYPE 140
  • NET 1st
  • BOOK Defined Benefit (Pension)
  • VS-ST near Allround Logistics Inc. Defined Benefit Plan
  • BOY ind #277

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 Kentucky →

Cmta, Inc. Cash Balance Plan in the asset neighbourhood

Cmta, Inc. Cash Balance Plan$9KAllround Logistics Inc. Defined Benefit PlanAllround Logistics Inc. Defi…$9KThe Great Lakes Brewing Company Cash Balance Plan and TrustThe Great Lakes Brewing Comp…$10KTredegar Corporation Retirement Income PlanTredegar Corporation Retirem…$10KAnderson and Middleton Company Retirement PlanAnderson and Middleton Compa…$9K
End-of-year total assets ($M) among Cmta, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$323K
Net Assets (End of Year)$9K
Net Income-$314K
Employer EIN610864428
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmta, Inc.)

Sponsor-wide plan assets over time

All Cmta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9K 97.07654644998158% vs 2022
2023 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20222023 $0.32M $0.01M ▼ -96.9%
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 Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Cmta, Inc. Cash Balance Plan, Total assets ($B): 0.000009446 · Participants: 140Cmta, Inc. Cash Balance PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Cmta, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Cmta, Inc. Cash Balance Plan side-by-side with 3 peers →

Cmta, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Allround Logistics Inc. Defined Benefit Plan in MD ($9K); by covered participants it is The Whiting-Turner Contracting Company Pension Plan in MD (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cmta, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Whiting-Turner Contracting Company Pension Plan in MD (140 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 610864428.

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.