401(k) · DOL Form 5500 · 2022

Napa Management Services Corp. 401(k) Plan

Data updated 2026-08-25

$319M
Total assets Above avg plan size
1,155
Participants Near avg headcount
97th
Percentile by assets National rank
$276,385
Avg per participant High balance/head
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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.

  • #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.

#19,516
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY
3.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$319,225,142 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust lands in the large band (1,155 participants).

Published 5500 schedule card

Filing strip 113635685 · Napa Management Services Corp. PY 2022 · 401(k)

Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust · $319M · 1,155 · 97th

  • PCT $319M
  • PCT 1,155
  • PCT 97th
  • PCT 401(k)
  • PCT near Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan
  • PCT ind #19516

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust in the asset neighbourhood

Macallister Profit Sharing & Savings PlanMacallister Profit Sharing &…$319MDiamond Offshore 401(k) Plan$319MNapa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & TrustNapa Management Services Cor…$319MSutter Home Winery, Inc. 401(k) and Profit Sharing PlanSutter Home Winery, Inc. 401…$319MUlta Salon Cosmetics & Fragrance 401(k) Retirement PlanUlta Salon Cosmetics & Fragr…$319M
End-of-year total assets ($M) among Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$378M
Net Assets (End of Year)$319M
Net Income-$59M
Employer EIN113635685
Plan Effective Date2011-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Napa Management Services Corp.)

Sponsor-wide plan assets over time

All Napa Management Services Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 275.48214403104373% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B$2B 202220232024 $0.39B $1.48B ▲ +279.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust, Total assets ($B): 0.319225142 · Participants: 1155Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust side-by-side with 3 peers →

Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan in CA ($319M); by covered participants it is First Bancorp Employees' 401(k) Savings Plan in NC (1,155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($319M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,155 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.

Frequently Asked Questions

How did Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust assets move in 2022? ▼
Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust declined sharply - down 15.5% during 2022, from $378M to $319M. Reported net income was -$59M.
How have Napa Management Services Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Napa Management Services Corp.'s sponsor-wide assets grew 275.5%, from $395M to $1.5B.
Where does Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan in CA ($319M, 1,251 participants).
Which 401(k) plans cover a similar participant headcount to Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First Bancorp Employees' 401(k) Savings Plan in NC (1,155 participants, $108M in assets).

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) - original filing retrieval by EIN 113635685.

Read our methodology - how this data is sourced, computed, and verified.

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