401(k) · DOL Form 5500 · 2022

Balance Managed Services LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
183
Participants Below avg headcount
44th
Percentile by assets National rank
$19,606
Avg per participant Low balance/head
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Official DOL plan name: Balance Staffing 401(k) Plan · Sponsored by Balance Managed Services LLC · California · Other Services

$4M in assets, 183 participants

Balance Managed Services LLC's Balance Staffing 401(k) Plan reported $4M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,444 in Other Services (8,398 peers)

Coverage in California

Balance Staffing 401(k) Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $4M.

#5,444
in Other Services (8,398 peers)
+0.4%
assets growth YoY

Balance Staffing 401(k) Plan's mid-pack asset rank among Other Services and all filers

Balance Staffing 401(k) Plan vs every filed plan by assets

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

$3,587,852 44th percentile higher than 44% 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

Balance Staffing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balance Staffing 401(k) Plan sits mid-pack in the medium band (183 participants).

DOL schedule card

Filing strip 813144586 · Balance Managed Services LLC PY 2022 · 401(k)

Balance Staffing 401(k) Plan · $4M · 183 · 44th

  • IND $4M
  • EOY 183
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Forest Park Forever 401(k) Plan
  • EIN ind #5444

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 Other Services retirement plans → · Plans in California →

Balance Staffing 401(k) Plan in the asset neighbourhood

Balance Staffing 401(k) Plan$4MForest Park Forever 401(k) PlanForest Park Forever 401(k) P…$4MLa Cross Dental, LLC$4MMissouri Highlands Health Care 401(k) PlanMissouri Highlands Health Ca…$4MAlamont Dental Associates, PC Profit Sharing PlanAlamont Dental Associates, P…$4M
End-of-year total assets ($M) among Balance Staffing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$13K
Employer EIN813144586
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balance Managed Services LLC)

Sponsor-wide plan assets over time

All Balance Managed Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.805647501624925% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.59M $4.62M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 183 $4M
2023 1 153 $4M
2024 1 99 $5M

Nearby 401(k) Plans in California

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

Balance Staffing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Balance Staffing 401(k) Plan, Total assets ($B): 0.003587852 · Participants: 183Balance Staffing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Balance Staffing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Balance Staffing 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Forest Park Forever 401(k) Plan in MO ($4M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Balance Staffing 401(k) Plan assets move in 2022? ▼
Balance Staffing 401(k) Plan held essentially flat - up 0.4% during 2022, from $4M to $4M. Reported net income was $13K.
How have Balance Managed Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balance Managed Services LLC's sponsor-wide assets grew 28.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Balance Staffing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forest Park Forever 401(k) Plan in MO ($4M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Balance Staffing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 participants, N/A 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 813144586.

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.