401(k) · DOL Form 5500 · 2024
Consumer Direct Management Solutions 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 3,750
- Participants Above avg headcount
- 57th
- Percentile by assets National rank
- $2,885
- Avg per participant Low balance/head
Official DOL plan name: Consumer Direct Management Solutions 401(k) Plan · Sponsored by Consumer Direct Management Solutions · Montana · Healthcare & Social Assistance
$11M in assets, 3,750 participants
Consumer Direct Management Solutions's Consumer Direct Management Solutions 401(k) Plan reported $11M in total assets and 3,750 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,639 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Consumer Direct Management Solutions 401(k) Plan covers 3,750 participants in Montana, 14x the typical Montana plan (state average ~271 per filing). Assets: $11M.
- #10,639
- in Healthcare & Social Assistance (16,916 peers)
- +37.6%
- assets growth YoY
Consumer Direct Management Solutions 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Consumer Direct Management Solutions 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,817,346 Top 43% higher than 57% 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
Consumer Direct Management Solutions 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consumer Direct Management Solutions 401(k) Plan lands in the large band (3,750 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Consumer Direct Management Solutions 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Consumer Direct Management Solutions 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Consumer Direct Management Solutions 401(k) Plan reported participants rose from 3,328 in the plan year 2023 filing to 3,750 in the plan year 2024 filing.
DOL schedule card
Filing strip 201378311 · Consumer Direct Management Solutions PY 2024 · 401(k)
Consumer Direct Management Solutions 401(k) Plan · $11M · 3,750 · 57th
- BOY $11M
- BOY 3,750
- BOY 57th
- BOY 401(k)
- BOY near Wise Plastics Technologies, Inc. 401(k) Plan
- BOY ind #10639
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 Healthcare & Social Assistance retirement plans → · Plans in Montana →
Consumer Direct Management Solutions 401(k) Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 201378311 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Consumer Direct Management Solutions)
Sponsor-wide plan assets over time
All Consumer Direct Management Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 101.52751367118402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,360 | $5M |
| 2023 | 1 | 3,328 | $8M |
| 2024 | 1 | 3,750 | $11M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Consumer Direct Management Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Wise Plastics Technologies, Inc. 401(k) Plan in IL ($11M); by covered participants it is Infineon Technologies Savings Plan in CA (3,749 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Wise Plastics Technologies, Inc. 401(k) Plan (IL) $11M · 207
- Aluma-Form, Inc. 401(k) Plan (TN) $11M · 349
- Delgrosso Foods, Inc. 401(k) Plan (PA) $11M · 154
- Grover Gaming, Inc. Retirement Plan (NC) $11M · 423
Similar participant headcount
Nearest other-state filings by covered participants (3,750 participants); asset peers above are excluded.
- Infineon Technologies Savings Plan (CA) 3,749 · 1 off
- Priority Ambulance, LLC 401(k) Plan (AZ) 3,748 · 2 off
- Rosen Hotels and Resorts, Inc. Employees Savings Trust (FL) 3,753 · 3 off
- Kraft Heinz Union Savings Plan (PA) 3,754 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.