401(k)
2022 plan-year 401(k) DOL Form 5500

Columbine Management Services Inc. 401(k) Retirement Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Columbine Management Services ยท Colorado ยท Healthcare & Social Assistance

What the 2023 filing shows

Columbine Management Services Inc. 401(k) Retirement Plan and Trust holds $25M for 927 participants - about $27,124 per participant, down 18.5% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
927
covered participants
$27,124
avg assets per participant
-18.5%
assets change YoY

The plan reported a net loss of $6M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$25M
Participants
927
State
Industry
Healthcare & Social Assistance

What the Filing Says About Columbine Management Services Inc. 401(k) Retirement Plan and Trust

Columbine Management Services Inc. 401(k) Retirement Plan and Trust is a 401(k) retirement plan sponsored by Columbine Management Services, headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 927 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 841250112, and the plan has been effective since 1984-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $25M at year-end โ€” a decline of 18.5%. Net assets (after liabilities) closed the year at $25M, with reported net income of $-5,703,716 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$31M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$-5,703,716
Plan Type401(k)
Employer EIN841250112
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbine Management Services)

Year Plans Participants Total Assets
2022 1 927 $25M
2023 1 935 $28M
2024 1 901 $32M

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Frequently Asked Questions

How much money is in the Columbine Management Services Inc. 401(k) Retirement Plan and Trust?
As of the 2022 Form 5500 filing, Columbine Management Services Inc. 401(k) Retirement Plan and Trust holds $25M in total assets with 927 participants. It is sponsored by Columbine Management Services.
What type of plan is Columbine Management Services Inc. 401(k) Retirement Plan and Trust?
Columbine Management Services Inc. 401(k) Retirement Plan and Trust is a 401(k) plan. It has been effective since 1984-07-01. The plan is filed with the U.S. Department of Labor under EIN 841250112.
Who sponsors the Columbine Management Services Inc. 401(k) Retirement Plan and Trust?
Columbine Management Services Inc. 401(k) Retirement Plan and Trust is sponsored by Columbine Management Services, located in Colorado. The sponsor's EIN is 841250112 and the plan operates in the Healthcare & Social Assistance industry.
How did Columbine Management Services Inc. 401(k) Retirement Plan and Trust perform in 2022?
Columbine Management Services Inc. 401(k) Retirement Plan and Trust declined by 18.5% during 2022, moving from $31M to $25M in total assets. Net income was $-5,703,716.
Where can I find official filings for Columbine Management Services Inc. 401(k) Retirement Plan and Trust?
Official Form 5500 filings for Columbine Management Services Inc. 401(k) Retirement Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841250112 or plan name at efast.dol.gov.
How does Columbine Management Services Inc. 401(k) Retirement Plan and Trust compare to other plans?
You can compare Columbine Management Services Inc. 401(k) Retirement Plan and Trust against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 841250112.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.