401(k) · DOL Form 5500 · 2022

Crestview Management LLC 401(k) Plan

Data updated 2026-08-11

$72M
Total assets
2,831
Participants
91st
Percentile by assets
$25,369
Avg per participant
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Official DOL plan name: Columbia Sussex 401(k) Plan · Sponsored by Crestview Management LLC · Kentucky · Food Services & Accommodation

$72M in assets, 2,831 participants

Crestview Management LLC's Columbia Sussex 401(k) Plan reported $72M in total assets and 2,831 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #4,489 in Food Services & Accommodation (4,592 peers)

Coverage in Kentucky

Columbia Sussex 401(k) Plan covers 2,831 participants in Kentucky, 4.4x the typical Kentucky plan (state average ~647 per filing). Assets: $72M.

$72M
total plan assets (2022 EOY)
2,831
covered participants
91st
percentile by assets (of 139,126 plans)
$25,369
avg assets per participant

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Columbia Sussex 401(k) Plan sits by total assets

Columbia Sussex 401(k) Plan vs every filed plan by assets

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

$71,818,431 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Columbia Sussex 401(k) Plan reports 2,831 participants - 4.4x that state average ($72M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$72M
Net Income-$22M
Employer EIN852570407
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crestview Management LLC)

$60M$70M$80M$90M$100M 202220232024 $71.8M $93.6M ▲ +30.3%
Total plan assets by year, all Crestview Management LLC plans on file
Year Plans Participants Total Assets
2022 1 2,831 $72M
2023 1 3,367 $85M
2024 1 3,653 $94M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Columbia Sussex 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Columbia Sussex 401(…, Total assets ($B): 0.071818431 · Participants: 2831Columbia Sussex 401(…Humana Retirement Sa…, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Sa…Commonspirit Health …, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health …UPS/Ipa 401 (K) Savi…, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savi…Lexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Columbia Sussex 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Columbia Sussex 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Columbia Sussex 401(k) Plan assets move in 2022?
Columbia Sussex 401(k) Plan declined sharply - down 23.6% during 2022, from $94M to $72M. Reported net income was -$22M.
How have Crestview Management LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Crestview Management LLC's sponsor-wide assets grew 30.3%, from $72M to $94M.
Where does Columbia Sussex 401(k) Plan rank by assets among Form 5500 filers?
Columbia Sussex 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Columbia Sussex 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Pinnacle Health System 401(k) Plan in PA ($72M, 1,093 participants).

Filing takeaways

Ways to act on Columbia Sussex 401(k) Plan's numbers.