401(k) · DOL Form 5500 · 2024

Cupit, Milligan, Ogden & Williams 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
41st
Percentile by assets National rank
$402,363
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust · Sponsored by Cupit, Milligan, Ogden & Williams · Nevada · Professional & Technical Services

$5M in assets, 12 participants

Cupit, Milligan, Ogden & Williams's Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust reported $5M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,839 in Professional & Technical Services (20,173 peers)

Cupit, Milligan, Ogden & Williams multi-year trail

Cupit, Milligan, Ogden & Williams's plans moved -15.1% in assets from 2022 to 2024; this filing shows Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust at $5M / 12 participants.

#7,839
in Professional & Technical Services (20,173 peers)
+17.1%
assets growth YoY

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,828,355 41st percentile higher than 41% 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

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2023 filing to $706K in the plan year 2024 filing.
  • Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 880189498 · Cupit, Milligan, Ogden & Williams PY 2024 · 401(k)

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust · $5M · 12 · 41st

  • EBSA $5M
  • EBSA 12
  • EBSA 41st
  • EBSA 401(k)
  • EBSA near Mariano F Deguzman Md Sc 401(k) Profit Sharing Plan and Trust
  • EBSA ind #7839

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 Nevada →

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust in the asset neighbourhood

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and TrustCupit, Milligan, Ogden & Wil…$5MMariano F Deguzman Md Sc 401(k) Profit Sharing Plan and TrustMariano F Deguzman Md Sc 401…$5MPpfa Retirement Plan$5MGold Coast Federal Credit Union Employees 401(k) Savings PlanGold Coast Federal Credit Un…$5MCancer Center Oncology Medical 401(k) Profit Sharing Plan & TrustCancer Center Oncology Medic…$5M
End-of-year total assets ($M) among Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cupit, Milligan, Ogden & Williams multi-year asset trail

Sponsor-wide plan assets over time

All Cupit, Milligan, Ogden & Williams plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.08521279368455% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $5.69M $4.83M ▼ -15.1%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 12 $4M
2024 1 12 $5M

Cupit, Milligan, Ogden & Williams filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$706K
Employer EIN880189498
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.522.5 Total assets ($B) Participants Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust, Total assets ($B): 0.004828355 · Participants: 12Cupit, Milligan, Ogden & Williams Profit Sharing Plan and TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.241956368 · Participants: 37719The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.939824866 · Participants: 46859Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.341794728 · Participants: 7327Barrick Retirement PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 1.127663414 · Participants: 21516Eighth District Electrical Pension Fund Annuity PlanNv Energy 401(k) Plan, Total assets ($B): 1.125514142 · Participants: 2669Nv Energy 401(k) Plan
Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nevada, assets vs. participants

Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Mariano F Deguzman Md Sc 401(k) Profit Sharing Plan and Trust in WI ($5M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

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 Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust assets move in 2024?
Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust grew sharply - up 17.1% during 2024, from $4M to $5M. Reported net income was $706K.
How have Cupit, Milligan, Ogden & Williams plan assets changed over time?
Across 3 plan years on file (2022-2024), Cupit, Milligan, Ogden & Williams's sponsor-wide assets declined 15.1%, from $6M to $5M.
Which 401(k) plans are similar in size to Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Mariano F Deguzman Md Sc 401(k) Profit Sharing Plan and Trust in WI ($5M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Cupit, Milligan, Ogden & Williams Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M in assets).