401(k) · DOL Form 5500 · 2024

Cushing Terrell 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
417
Participants Below avg headcount
90th
Percentile by assets National rank
$219,675
Avg per participant Above avg balance/head
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Official DOL plan name: Cushing Terrell 401(k) Retirement Plan · Sponsored by Cushing Terrell · Montana · Professional & Technical Services

$92M in assets, 417 participants

Cushing Terrell's Cushing Terrell 401(k) Retirement Plan reported $92M in total assets and 417 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,336 in Professional & Technical Services (20,173 peers)

Where Cushing Terrell 401(k) Retirement Plan sits by assets

Cushing Terrell 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $92M for 417 participants (~$219,675/participant), up 24.2% in 2024.

#18,336
in Professional & Technical Services (20,173 peers)
+24.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Cushing Terrell 401(k) Retirement Plan's outsized position by total assets

Cushing Terrell 401(k) Retirement Plan vs every filed plan by assets

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

$91,604,567 Top 10% higher than 90% 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

Cushing Terrell 401(k) 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. Cushing Terrell 401(k) Retirement Plan sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cushing Terrell 401(k) Retirement Plan reported net income rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Cushing Terrell 401(k) Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Cushing Terrell 401(k) Retirement Plan reported participants fell from 438 in the plan year 2023 filing to 417 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810305543 · Cushing Terrell PY 2024 · 401(k)

Cushing Terrell 401(k) Retirement Plan · $92M · 417 · 90th

  • BOY $92M
  • BOY 417
  • BOY 90th
  • BOY 401(k)
  • BOY near National Equity Fund 401(k) Retirement Plan
  • BOY ind #18336

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 Montana →

Cushing Terrell 401(k) Retirement Plan in the asset neighbourhood

Nuehealth 401(k) Retirement PlanNuehealth 401(k) Retirement …$92MScout Energy Management, LLC 401(k) P/S PlanScout Energy Management, LLC…$92MCushing Terrell 401(k) Retirement PlanCushing Terrell 401(k) Retir…$92MNational Equity Fund 401(k) Retirement PlanNational Equity Fund 401(k) …$92MGowan Group 401(k) Profit Sharing PlanGowan Group 401(k) Profit Sh…$92M
End-of-year total assets ($M) among Cushing Terrell 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$92M
Net Income$18M
Employer EIN810305543
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cushing Terrell)

Sponsor-wide plan assets over time

All Cushing Terrell plans reported in each filing year

Latest sponsor-wide plan assets
$92M 50.762226346874016% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.8M $91.6M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 424 $61M
2023 1 438 $74M
2024 1 417 $92M

Nearby 401(k) Plans in Montana

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

Cushing Terrell 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Cushing Terrell 401(k) Retirement Plan, Total assets ($M): 91.604567 · Participants: 417Cushing Terrell 401(k) Retirement PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Cushing Terrell 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Cushing Terrell 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is National Equity Fund 401(k) Retirement Plan in IL ($92M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (417 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Cushing Terrell 401(k) Retirement Plan assets move in 2024? ▼
Cushing Terrell 401(k) Retirement Plan grew sharply - up 24.2% during 2024, from $74M to $92M. Reported net income was $18M.
How have Cushing Terrell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cushing Terrell's sponsor-wide assets grew 50.8%, from $61M to $92M.
Where does Cushing Terrell 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Cushing Terrell 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cushing Terrell 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Equity Fund 401(k) Retirement Plan in IL ($92M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Cushing Terrell 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (417 participants, $58M 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 810305543.

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.