401(k) · DOL Form 5500 · 2022

Crestview Management LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
2,831
Participants Above avg headcount
91st
Percentile by assets National rank
$25,369
Avg per participant Low balance/head
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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.

  • #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.

#4,489
in Food Services & Accommodation (4,592 peers)
-23.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Columbia Sussex 401(k) Plan's outsized position 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 $2,050,000,000 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

Columbia Sussex 401(k) Plan'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. Columbia Sussex 401(k) Plan lands in the large band (2,831 participants).

EBSA filing schedule strip

Filing strip 852570407 · Crestview Management LLC PY 2022 · 401(k)

Columbia Sussex 401(k) Plan · $72M · 2,831 · 91st

  • BOY $72M
  • BOY 2,831
  • BOY 91st
  • BOY 401(k)
  • BOY near Pinnacle Health System 401(k) Plan
  • BOY ind #4489

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Columbia Sussex 401(k) Plan in the asset neighbourhood

Pinnacle Health System 401(k) PlanPinnacle Health System 401(k…$72MStitch Fix, Inc. 401(k) Savings PlanStitch Fix, Inc. 401(k) Savi…$72M401(k) Plan of Digitalbridge Group Advisors, LLC401(k) Plan of Digitalbridge…$72MMammoet USA South Inc 401(k) Profit Sharing Plan and TrustMammoet USA South Inc 401(k)…$72MColumbia Sussex 401(k) Plan$72M
End-of-year total assets ($M) among Columbia Sussex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Crestview Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$94M 30.254378573099157% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.8M $93.6M ▲ +30.3%
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 ($B) Participants Columbia Sussex 401(k) Plan, Total assets ($B): 0.071818431 · Participants: 2831Columbia Sussex 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($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
Compare Columbia Sussex 401(k) Plan side-by-side with 3 peers →

Columbia Sussex 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Pinnacle Health System 401(k) Plan in PA ($72M); by covered participants it is Jack's Family Restaurants/Sfm 401(k) Plan in AL (2,831 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,831 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 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).
Which 401(k) plans cover a similar participant headcount to Columbia Sussex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jack's Family Restaurants/Sfm 401(k) Plan in AL (2,831 participants, $14M 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 852570407.

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.