Department of Labor filing

CUBIC CORPORATION

CUBIC CORPORATION 401(K) RETIREMENT PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jun 2, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$5,062

Reported employer contributions per active participant.

Higher than about 80% of comparable plans

#People in the filing

1,987

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$134 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 33% of comparable plans

↗Investment performance

Not available

Plan assets changed 2.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions80th percentileTypical peer $2,626 · based on 90 comparable plans

Lower reported administrative expense33rd percentileTypical peer $105 · based on 88 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, CUBIC CORPORATION reported $10,058,903 in employer contributions across the plan and 1,987 active participants. That works out to $5,062 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy48%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 3.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 58.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $10,058,903
Participant contributions: $22,072,786
Other contributions: $3,052,848
Employer share of reported contributions: 31.3%
Beginning assets: $634,195,547
Ending assets: $648,668,328
Ending net assets: $648,668,328
Ending liabilities: $0
Total income: $106,484,936
Total expenses: $92,027,786
Administrative expenses: $565,280
Participant loans: $4,597,421

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,218

2023

$5,700

2024

$5,062

Plan-paid administrative expenses per participant

2022

$326

2023

$160

2024

$134

Active participants

2022

2,192

2023

1,834

2024

1,987

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,062	1,987	648.7M	20260602125139NAL0000817139001
2023	$5,700	1,834	634.2M	20250609152219NAL0012406483001
2022	$5,218	2,192	570.4M	20240704011511NAL0005075939001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 951678055-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 15, 1956
Industry: Industry group 335
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3H2R

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
EMPOWER ANNUITY INSURANCE COMPANY	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20260602125139NAL0000817139001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗