401(k) · DOL Form 5500 · 2024
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $764,894
- Avg per participant High balance/head
Official DOL plan name: Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan · Sponsored by Cushing, Morris, Armbruster & Montgomery, LLP · Georgia · Professional & Technical Services
$13M in assets, 17 participants
Cushing, Morris, Armbruster & Montgomery, LLP's Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan reported $13M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,160 in Professional & Technical Services (20,173 peers)
Cushing, Morris, Armbruster & Montgomery, LLP multi-year trail
Cushing, Morris, Armbruster & Montgomery, LLP's plans moved +21.1% in assets from 2022 to 2024; this filing shows Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan at $13M / 17 participants.
- #12,160
- in Professional & Technical Services (20,173 peers)
- +4.4%
- assets growth YoY
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,003,194 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $548K in the plan year 2024 filing.
- Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 581632564 · Cushing, Morris, Armbruster & Montgomery, LLP PY 2024 · 401(k)
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan · $13M · 17 · 61st
- BOY $13M
- SCH 17
- EBSA 61st
- PART 401(k)
- TYPE near Inspiritec, Inc. 401(k) Retirement Plan
- NET ind #12160
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 Georgia →
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Cushing, Morris, Armbruster & Montgomery, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Cushing, Morris, Armbruster & Montgomery, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 21.14601319291425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $11M |
| 2023 | 1 | 15 | $12M |
| 2024 | 1 | 17 | $13M |
Cushing, Morris, Armbruster & Montgomery, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $548K |
| Employer EIN | 581632564 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Cushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Inspiritec, Inc. 401(k) Retirement Plan in PA ($13M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Inspiritec, Inc. 401(k) Retirement Plan (PA) $13M · 1,079
- Macgregor Medical Center 401(k) Plan (TX) $13M · 52
- Walker Sands, LLC. 401(k) Plan (IL) $13M · 153
- Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan (CA) $13M · 43
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Advisys, Inc. 401(k) Plan (CA) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.