401(k) · DOL Form 5500 · 2022
Napa Management Services Corp. 401(k) Plan
Data updated 2026-08-11
- $319M
- Total assets
- 1,155
- Participants
- 97th
- Percentile by assets
- $276,385
- Avg per participant
Official DOL plan name: Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust · Sponsored by Napa Management Services Corp. · New York · Healthcare & Social Assistance
$319M in assets, 1,155 participants
Napa Management Services Corp.'s Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust reported $319M in total assets and 1,155 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,516 in Healthcare & Social Assistance (20,060 peers)
Where Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust sits by assets
Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust sits in the top 5% of all filed plans by assets, $319M for 1,155 participants (~$276,385/participant), down 15.5% in 2022.
- $319M
- total plan assets (2022 EOY)
- 1,155
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $276,385
- avg assets per participant
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust vs the 2022 asset distribution
By assets, Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $378M |
|---|---|
| Net Assets (End of Year) | $319M |
| Net Income | -$59M |
| Employer EIN | 113635685 |
| Plan Effective Date | 2011-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Napa Management Services Corp.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,001 | $395M |
| 2023 | 2 | 2,114 | $977K |
| 2024 | 3 | 4,118 | $1.5B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust by total assets, not by location.
- Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan (CA) $319M · 1,251
- Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan (IL) $319M · 46,679
- Diamond Offshore 401(k) Plan (TX) $319M · 1,043
- Macallister Profit Sharing & Savings Plan (IN) $319M · 1,830
Frequently Asked Questions
How did Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust assets move in 2022? ▼
How have Napa Management Services Corp. plan assets changed over time? ▼
Where does Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust? ▼
Next read for Napa Management Services Corp. Clinical …
Scale reading
Ways to act on Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust's numbers.
- By total assets, Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Napa Management Services Corp.'s sponsor-wide assets have grown 275.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans