401(k) · DOL Form 5500 · 2024

Cmi - Vantage Partners LLC 401(k) Plan

Data updated 2026-08-11

$32M
Total assets
63
Participants
78th
Percentile by assets
$511,105
Avg per participant
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Official DOL plan name: Cmi Vantage Partners 401(k) Profit Sharing Plan · Sponsored by Cmi - Vantage Partners LLC · Massachusetts · Professional & Technical Services

$32M in assets, 63 participants

Cmi - Vantage Partners LLC's Cmi Vantage Partners 401(k) Profit Sharing Plan reported $32M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 123,622 plans)
  • #15,847 in Professional & Technical Services (20,173 peers)

Where Cmi Vantage Partners 401(k) Profit Sharing Plan sits by assets

Cmi Vantage Partners 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 63 participants (~$511,105/participant), up 15.4% in 2024.

$32M
total plan assets (2024 EOY)
63
covered participants
78th
percentile by assets (of 123,622 plans)
$511,105
avg assets per participant

Where Cmi Vantage Partners 401(k) Profit Sharing Plan sits by total assets

Cmi Vantage Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,199,617 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cmi Vantage Partners 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cmi Vantage Partners 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Cmi Vantage Partners 401(k) Profit Sharing Plan reported participants fell from 70 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Professional & Technical Services

Cmi Vantage Partners 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Cmi Vantage Partners 401(k) Profit Sharing Plan outranks 78% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN043390284
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmi - Vantage Partners LLC)

$26M$28M$30M$32M$34M 202220232024 $26.9M $32.2M ▲ +19.9%
Total plan assets by year, all Cmi - Vantage Partners LLC plans on file
Year Plans Participants Total Assets
2022 1 67 $27M
2023 1 70 $28M
2024 1 63 $32M

Nearby 401(k) Plans in Massachusetts

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

Cmi Vantage Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cmi Vantage Partners…, Total assets ($B): 0.032199617 · Participants: 63Cmi Vantage Partners…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Cmi Vantage Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cmi Vantage Partners 401(k) Profit Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cmi Vantage Partners 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Cmi Vantage Partners 401(k) Profit Sharing Plan assets move in 2024? ▼
Cmi Vantage Partners 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2024, from $28M to $32M. Reported net income was $4M.
How have Cmi - Vantage Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cmi - Vantage Partners LLC's sponsor-wide assets grew 19.9%, from $27M to $32M.
Where does Cmi Vantage Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cmi Vantage Partners 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cmi Vantage Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Digital Data Inc. Employee Savings Plan in NJ ($32M, 133 participants).

Next read for Cmi Vantage Partners 401(k) Profit Shari…

Scale reading

Ways to act on Cmi Vantage Partners 401(k) Profit Sharing Plan's numbers.

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 043390284.

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.