401(k) · DOL Form 5500 · 2022
Compass Management, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $27,359
- Avg per participant Low balance/head
Official DOL plan name: Compass Holding 401(k) Plan · Sponsored by Compass Management, LLC · Illinois · Transportation & Warehousing
$4M in assets, 132 participants
Compass Management, LLC's Compass Holding 401(k) Plan reported $4M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #1,769 in Transportation & Warehousing (3,876 peers)
Coverage in Illinois
Compass Holding 401(k) Plan covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $4M.
- #1,769
- in Transportation & Warehousing (3,876 peers)
- +2.2%
- assets growth YoY
Compass Holding 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Compass Holding 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,611,364 44th percentile higher than 44% 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 Holding 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Holding 401(k) Plan sits mid-pack in the medium band (132 participants).
EBSA filing schedule strip
Filing strip 262291213 · Compass Management, LLC PY 2022 · 401(k)
Compass Holding 401(k) Plan · $4M · 132 · 44th
- TYPE $4M
- NET 132
- BOOK 44th
- VS-ST 401(k)
- BOY near The Northstar Snf 401(k) Plan
- SCH ind #1769
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 Transportation & Warehousing retirement plans → · Plans in Illinois →
Compass Holding 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $79K |
| Employer EIN | 262291213 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Management, LLC)
Sponsor-wide plan assets over time
All Compass Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 63.325574492075575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $4M |
| 2023 | 1 | 127 | $5M |
| 2024 | 1 | 125 | $6M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Compass Holding 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Northstar Snf 401(k) Plan in NY ($4M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Flywire Retirement Plan (MA) 132 · 0 off
- Acs 401(k) Plan (MN) 132 · 0 off
- United Health System Inc. 401(k) Profit Sharing Plan & Trust (CA) 132 · 0 off
- Learning Solutions Kids Inc 401(k) Plan (CA) 132 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.