401(k) · DOL Form 5500 · 2022
Compass Management Group Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $74,575
- Avg per participant Below avg balance/head
Official DOL plan name: Compass Management Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Compass Management Group Inc · California · Real Estate
$3M in assets, 36 participants
Compass Management Group Inc's Compass Management Group Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #2,884 in Real Estate (5,057 peers)
2022 asset change
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust declined sharply 22.3% in 2022 ($3M → $3M) for 36 participants.
- #2,884
- in Real Estate (5,057 peers)
- -22.3%
- assets change YoY
The plan reported a net loss of $771K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,684,694 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Management Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (36 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 911774946 · Compass Management Group Inc PY 2022 · 401(k)
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust · $3M · 36 · 38th
- TYPE $3M
- TYPE 36
- TYPE 38th
- TYPE 401(k)
- TYPE near Marco's Inc. & Marco's Pizza Inc 401(k) Savings Plan
- TYPE ind #2884
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 Real Estate retirement plans → · Plans in California →
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Compass Management Group Inc years around the 2022 move
Sponsor-wide plan assets over time
All Compass Management Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 3.220776744016264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $3M |
| 2023 | 1 | 44 | $4M |
| 2024 | 2 | 79 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$771K |
| Employer EIN | 911774946 |
| Plan Effective Date | 2006-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Marco's Inc. & Marco's Pizza Inc 401(k) Savings Plan in OH ($3M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.