Cbr Management Services, Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Cbr Management Services, Inc. · Arizona · Administrative & Support Services
What the 2023 filing shows
Cbr Management Services, Inc. 401(k) Plan holds $40M for 2,614 participants — about $15,343 per participant, down 29.6% over the 2022 plan year.
- $40M
- total plan assets (2022 EOY)
- 2,614
- covered participants
- $15,343
- avg assets per participant
- -29.6%
- assets change YoY
The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Cbr Management Services, Inc. 401(k) Plan
Cbr Management Services, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Cbr Management Services, Inc., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 2,614 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860820414, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $57M at the beginning of 2022 to $40M at year-end — a decline of 29.6%. Net assets (after liabilities) closed the year at $40M, with reported net income of $-5,194,358 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.
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 — 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) | $57M |
| Total Assets (End of Year) | $40M |
| Net Assets (End of Year) | $40M |
| Net Income | $-5,194,358 |
| Plan Type | 401(k) |
| Employer EIN | 860820414 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Related Data
Guides
Frequently Asked Questions
How much money is in the Cbr Management Services, Inc. 401(k) Plan? ▼
What type of plan is Cbr Management Services, Inc. 401(k) Plan? ▼
Who sponsors the Cbr Management Services, Inc. 401(k) Plan? ▼
How did Cbr Management Services, Inc. 401(k) Plan perform in 2022? ▼
Where can I find official filings for Cbr Management Services, Inc. 401(k) Plan? ▼
How does Cbr Management Services, Inc. 401(k) Plan compare to other plans? ▼
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) — original filing retrieval by EIN 860820414.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.