401(k) · DOL Form 5500 · 2023
Consumer Direct Management Solutions 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 3,328
- Participants Above avg headcount
- 53rd
- Percentile by assets National rank
- $2,362
- Avg per participant Low balance/head
Official DOL plan name: Consumer Direct Management Solutions 401(k) Plan · Sponsored by Consumer Direct Management Solutions · Montana · Healthcare & Social Assistance
$8M in assets, 3,328 participants
Consumer Direct Management Solutions's Consumer Direct Management Solutions 401(k) Plan reported $8M in total assets and 3,328 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,425 in Healthcare & Social Assistance (17,684 peers)
Coverage in Montana
Consumer Direct Management Solutions 401(k) Plan covers 3,328 participants in Montana, 12x the typical Montana plan (state average ~271 per filing). Assets: $8M.
- #10,425
- in Healthcare & Social Assistance (17,684 peers)
- +46.4%
- assets growth YoY
Consumer Direct Management Solutions 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Consumer Direct Management Solutions 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,860,788 Top 47% higher than 53% 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
Consumer Direct Management Solutions 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consumer Direct Management Solutions 401(k) Plan lands in the large band (3,328 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Consumer Direct Management Solutions 401(k) Plan reported net income rose from $80K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Consumer Direct Management Solutions 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Consumer Direct Management Solutions 401(k) Plan reported participants fell from 3,360 in the plan year 2022 filing to 3,328 in the plan year 2023 filing.
DOL schedule card
Filing strip 201378311 · Consumer Direct Management Solutions PY 2023 · 401(k)
Consumer Direct Management Solutions 401(k) Plan · $8M · 3,328 · 53rd
- EOY $8M
- EOY 3,328
- EOY 53rd
- EOY 401(k)
- EOY near Verns & Son Profit Sharing Plan & Trust
- EOY ind #10425
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 Healthcare & Social Assistance retirement plans → · Plans in Montana →
Consumer Direct Management Solutions 401(k) Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $3M |
| Employer EIN | 201378311 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Consumer Direct Management Solutions)
Sponsor-wide plan assets over time
All Consumer Direct Management Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 101.52751367118402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,360 | $5M |
| 2023 | 1 | 3,328 | $8M |
| 2024 | 1 | 3,750 | $11M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Consumer Direct Management Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Verns & Son Profit Sharing Plan & Trust in OR ($8M); by covered participants it is Multi-Color 401(k) Savings Plan in OH (3,328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Verns & Son Profit Sharing Plan & Trust (OR) $8M · 75
- Alasconnect 401(k) Plan (AK) $8M · 58
- I Squared 401(k) Plan (FL) $8M · 128
- Pdds Buyer, LLC 401(k) Plan (CA) $8M · 189
Similar participant headcount
Nearest other-state filings by covered participants (3,328 participants); asset peers above are excluded.
- Multi-Color 401(k) Savings Plan (OH) 3,328 · 0 off
- Dexter 401(k) Retirement Savings Plan (IN) 3,330 · 2 off
- H Mart 401(k) Plan (NJ) 3,330 · 2 off
- Rumpke 401(k) Retirement Plan (OH) 3,331 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.