401(k) · DOL Form 5500 · 2024

Conceptual Mindworks, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
46
Participants Small participant base
60th
Percentile by assets National rank
$264,727
Avg per participant High balance/head
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Official DOL plan name: Team Cmi's Investments for the Future · Sponsored by Conceptual Mindworks, Inc. · Texas · Professional & Technical Services

$12M in assets, 46 participants

Conceptual Mindworks, Inc.'s Team Cmi's Investments for the Future reported $12M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,822 in Professional & Technical Services (20,173 peers)

Conceptual Mindworks, Inc. multi-year trail

Conceptual Mindworks, Inc.'s plans moved +37.1% in assets from 2022 to 2024; this filing shows Team Cmi's Investments for the Future at $12M / 46 participants.

#11,822
in Professional & Technical Services (20,173 peers)
+20.0%
assets growth YoY

Team Cmi's Investments for the Future's mid-pack asset rank among Professional & Technical Services and all filers

Team Cmi's Investments for the Future vs every filed plan by assets

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

$12,177,445 Top 40% higher than 60% 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

Team Cmi's Investments for the Future among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Team Cmi's Investments for the Future is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Team Cmi's Investments for the Future reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Team Cmi's Investments for the Future end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Team Cmi's Investments for the Future reported participants fell from 51 in the plan year 2023 filing to 46 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742574471 · Conceptual Mindworks, Inc. PY 2024 · 401(k)

Team Cmi's Investments for the Future · $12M · 46 · 60th

  • EIN $12M
  • EIN 46
  • EIN 60th
  • EIN 401(k)
  • EIN near Day & Zimmermann 401(k) Plan for Contract Employees
  • EIN ind #11822

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 Texas →

Team Cmi's Investments for the Future in the asset neighbourhood

Team Cmi's Investments for the FutureTeam Cmi's Investments for t…$12MDay & Zimmermann 401(k) Plan for Contract EmployeesDay & Zimmermann 401(k) Plan…$12MThe Wilder Companies 401(k) PlanThe Wilder Companies 401(k) …$12MThe Taylor Bank 401(k) Plan$12MImage International Manufacturing, LLC 401(k) PlanImage International Manufact…$12M
End-of-year total assets ($M) among Team Cmi's Investments for the Future and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Conceptual Mindworks, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Conceptual Mindworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.09957791940951% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.88M $12.2M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 50 $9M
2023 1 51 $10M
2024 1 46 $12M

Conceptual Mindworks, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN742574471
Plan Effective Date1994-07-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Team Cmi's Investments for the Future vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Team Cmi's Investments for the Future, Total assets ($B): 0.012177445 · Participants: 46Team Cmi's Investments for the FutureAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Team Cmi's Investments for the Future vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Team Cmi's Investments for the Future side-by-side with 3 peers →

Team Cmi's Investments for the Future's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Day & Zimmermann 401(k) Plan for Contract Employees in PA ($12M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Team Cmi's Investments for the Future assets move in 2024? ▼
Team Cmi's Investments for the Future grew sharply - up 20.0% during 2024, from $10M to $12M. Reported net income was $2M.
How have Conceptual Mindworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conceptual Mindworks, Inc.'s sponsor-wide assets grew 37.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Team Cmi's Investments for the Future? ▼
Among 401(k) plans in other states, the closest by assets is Day & Zimmermann 401(k) Plan for Contract Employees in PA ($12M, 1,827 participants).
Which 401(k) plans cover a similar participant headcount to Team Cmi's Investments for the Future? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $6M 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 742574471.

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.