401(k) · DOL Form 5500 · 2024

Cmo Group, Inc. 401(k) Plan

Data updated 2026-08-25

$791K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$158,237
Avg per participant Above avg balance/head
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Official DOL plan name: Cmo Group, Inc. 401(k) Plan · Sponsored by Cmo Group, Inc. · Massachusetts · Other Services

$791K in assets, 5 participants

Cmo Group, Inc.'s Cmo Group, Inc. 401(k) Plan reported $791K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,394 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Cmo Group, Inc. 401(k) Plan ranks #3,394 of 7,719 2024 filers by assets (2537% of the sector average)-$791K for 5 participants.

#3,394
in Other Services (7,719 peers)
-16.6%
assets change YoY

The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cmo Group, Inc. 401(k) Plan among the smaller filed plans by assets

Cmo Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$791,187 21st percentile higher than 21% of 123,620 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 2024

Cmo Group, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cmo Group, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cmo Group, Inc. 401(k) Plan reported net income fell from $6K in the plan year 2023 filing to -$158K in the plan year 2024 filing.
  • Cmo Group, Inc. 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Cmo Group, Inc. 401(k) Plan end-of-year assets fell from $949K in the plan year 2023 filing to $791K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 384065735 · Cmo Group, Inc. PY 2024 · 401(k)

Cmo Group, Inc. 401(k) Plan · $791K · 5 · 21st

  • BOOK $791K
  • BOOK 5
  • BOOK 21st
  • BOOK 401(k)
  • BOOK near Mcgee Logistics Inc. 401(k) Plan
  • BOOK ind #3394

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 Other Services retirement plans → · Plans in Massachusetts →

Cmo Group, Inc. 401(k) Plan in the asset neighbourhood

Cmo Group, Inc. 401(k) Plan$791KMcgee Logistics Inc. 401(k) PlanMcgee Logistics Inc. 401(k) …$791KDavid G Terry PC Profit Sharing Prototype PlanDavid G Terry PC Profit Shar…$791KA & a Harris Enterprises 401(k) PlanA & a Harris Enterprises 401…$791KCentral Arizona Auto Group 401(k) PlanCentral Arizona Auto Group 4…$792K
End-of-year total assets ($M) among Cmo Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$949K
Net Assets (End of Year)$791K
Net Income-$158K
Employer EIN384065735
Plan Effective Date2018-03-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmo Group, Inc.)

Sponsor-wide plan assets over time

All Cmo Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$791K 16.088884458052767% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.94M $0.79M ▼ -16.0%
Year Plans Participants Total Assets
2022 1 4 $943K
2023 1 6 $949K
2024 1 5 $791K

Nearby 401(k) Plans in Massachusetts

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

Cmo Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cmo Group, Inc. 401(k) Plan, Total assets ($B): 0.000791187 · Participants: 5Cmo Group, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Cmo Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cmo Group, Inc. 401(k) Plan side-by-side with 3 peers →

Cmo Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mcgee Logistics Inc. 401(k) Plan in NM ($791K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($791K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cmo Group, Inc. 401(k) Plan assets move in 2024? ▼
Cmo Group, Inc. 401(k) Plan declined sharply - down 16.6% during 2024, from $949K to $791K. Reported net income was -$158K.
How have Cmo Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cmo Group, Inc.'s sponsor-wide assets declined 16.1%, from $943K to $791K.
Where does Cmo Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cmo Group, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cmo Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgee Logistics Inc. 401(k) Plan in NM ($791K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Cmo Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 384065735.

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.