Plan5500

Cdm Smith Inc. Capital Accumulation Plan — Form 5500 plan (Cdm Smith Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cdm Smith Inc. Capital Accumulation Plan is a benefit plan reported by Cdm Smith Inc. under EIN 04-2473650 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,016 participants and $1,358,712,554 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4BPlan net assets, end of year$1,358,712,554
Participants6KCovered participants reported6,016
Assets / participant$225.8KComputed: assets ÷ participants$225,850 (computed)
Provider compensation$812.6K4 Schedule C provider row(s)$812,643
Plan sponsor
Cdm Smith Inc.
EIN
04-2473650
Plan number
002
Plan type
3
Location
Boston, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6,016 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4B total assets
Net assets$1.4BLiabilities$0
Money in vs. money out
Total income / additions$266.9M
Total expenses$83.2M
Benefits paid / distributions$82.4M
Contributions
Employer$79.1K
Participant$40.4M
Full reported line items

Net assets

Total assets (EOY)
$1,358,712,554
Total liabilities (EOY)
$0
Net assets (EOY)
$1,358,712,554
Net assets (BOY)
$1,175,060,522

Income & contributions

Employer contributions
$79,130
Participant contributions
$40,391,072
Total contributions
$47,634,002
Total income / additions
$266,867,739

Expenses & distributions

Benefits paid
$82,408,746
Administrative expenses
$802,593
Total expenses
$83,215,707
Net increase / (decrease)
$183,652,032
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$326.4K
    NONE · Direct $326.4K · Indirect $0
  2. 2
    Vanguard Advisers Inc.$316.7K
    NONE · Direct $316.7K
  3. 3
    Mercer (Us) Inc$139.4K
    NONE · Direct $139.4K
  4. 4
    Cbiz Mh, LLC$30.1K
    NONE · Direct $30.1K

What to inspect next

Frequently asked questions

Who sponsors the Cdm Smith Inc. Capital Accumulation Plan?
Cdm Smith Inc. Capital Accumulation Plan is reported as sponsored by Cdm Smith Inc. (EIN 04-2473650, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cdm Smith Inc. Capital Accumulation Plan?
The latest Form 5500 filing year loaded for Cdm Smith Inc. Capital Accumulation Plan is 2023.
How many participants does Cdm Smith Inc. Capital Accumulation Plan report?
Cdm Smith Inc. Capital Accumulation Plan reports 6,016 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cdm Smith Inc. Capital Accumulation Plan?
Cdm Smith Inc. Capital Accumulation Plan reports $1,358,712,554 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages