Profit Sharing · DOL Form 5500 · 2024

Cost Management Experts Inc. Profit Sharing Plan

Data updated 2026-08-25

$200K
Total assets Small plan by assets: 1
Participants Small participant base: 10th
Percentile by assets National rank: $199,501
Avg per participant Above avg balance/head

Official DOL plan name: Cost Management Experts Inc. Retirement Plan · Sponsored by Cost Management Experts Inc. · California · Professional & Technical Services

$200K in assets, 1 participants

Cost Management Experts Inc.'s Cost Management Experts Inc. Retirement Plan reported $200K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

#1,681 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Cost Management Experts Inc. Retirement Plan holds $200K for 1 participant - about $199,501 per participant, among the smaller plans by assets on file.

#1,681
in Professional & Technical Services (20,173 peers): $200K
reported net income

Cost Management Experts Inc. Retirement Plan among the smaller filed plans by assets

Cost Management Experts Inc. Retirement Plan vs every filed plan by assets

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

$199,501 10th percentile higher than 10% 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

Cost Management Experts Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cost Management Experts Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 994091863 · Cost Management Experts Inc. PY 2024 · Profit Sharing

Cost Management Experts Inc. Retirement Plan · $200K · 1 · 10th

EBSA $200K
EBSA 1
EBSA 10th
EBSA Profit Sharing
EBSA near The Bearup Group Inc. Retirement Plan
EBSA ind #1681

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 California →

End-of-year total assets ($M) among Cost Management Experts Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$200K
Net Income	$200K
Employer EIN	994091863
Plan Effective Date	2024-07-30
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cost Management Experts Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Cost Management Experts Inc. Retirement Plan side-by-side with 3 peers →

Cost Management Experts Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Bearup Group Inc. Retirement Plan in TN ($200K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($200K here).

The Bearup Group Inc. Retirement Plan (TN) $200K · N/A
Dream Bath Inc. Retirement Plan (TX) $200K · 1
Klas4 Holding Inc. Retirement Plan (OH) $199K · 1
Dakota Global Logistics, Inc. Retirement Plan (SD) $200K · 5

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Cost Management Experts Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Cost Management Experts Inc. Retirement Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Cost Management Experts Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is The Bearup Group Inc. Retirement Plan in TN ($200K, N/A participants).

Which Profit Sharing plans cover a similar participant headcount to Cost Management Experts Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 994091863.