401(k) · DOL Form 5500 · 2024

Cpt, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
103
Participants Small participant base
36th
Percentile by assets National rank
$32,783
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cpt Retirement Plan · Sponsored by Cpt, Inc. · Wisconsin · Manufacturing

$3M in assets, 103 participants

Cpt, Inc.'s Cpt Retirement Plan reported $3M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,369 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Cpt Retirement Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#3,369
in Manufacturing (17,777 peers)
+26.8%
assets growth YoY

Cpt Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Cpt Retirement Plan vs every filed plan by assets

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

$3,376,666 36th percentile higher than 36% 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

Cpt Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cpt Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cpt Retirement Plan reported net income rose from $476K in the plan year 2023 filing to $714K in the plan year 2024 filing.
  • Cpt Retirement Plan reported participants fell from 170 in the plan year 2023 filing to 103 in the plan year 2024 filing.
  • Cpt Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391996506 · Cpt, Inc. PY 2024 · 401(k)

Cpt Retirement Plan · $3M · 103 · 36th

  • BOY $3M
  • SCH 103
  • EBSA 36th
  • PART 401(k)
  • TYPE near Compstak, Inc. 401(k) Plan
  • NET ind #3369

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 Manufacturing retirement plans → · Plans in Wisconsin →

Cpt Retirement Plan in the asset neighbourhood

Cpt Retirement Plan$3MCompstak, Inc. 401(k) Plan$3MChicago Urban League 401(k) Profit Sharing Plan & TrustChicago Urban League 401(k) …$3MMetropolitan Planning Council 401(k) PlanMetropolitan Planning Counci…$3MDanby Products, Inc. Pension PlanDanby Products, Inc. Pension…$3M
End-of-year total assets ($M) among Cpt Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$714K
Employer EIN391996506
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cpt, Inc.)

Sponsor-wide plan assets over time

All Cpt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 54.424208720594415% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.19M $3.38M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 179 $2M
2023 1 170 $3M
2024 1 103 $3M

Nearby 401(k) Plans in Wisconsin

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

Cpt Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Cpt Retirement Plan, Total assets ($B): 0.003376666 · Participants: 103Cpt Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Cpt Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cpt Retirement Plan side-by-side with 3 peers →

Cpt Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Compstak, Inc. 401(k) Plan in NY ($3M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Cpt Retirement Plan assets move in 2024? ▼
Cpt Retirement Plan grew sharply - up 26.8% during 2024, from $3M to $3M. Reported net income was $714K.
How have Cpt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cpt, Inc.'s sponsor-wide assets grew 54.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Cpt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Compstak, Inc. 401(k) Plan in NY ($3M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Cpt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 391996506.

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.