401(k) · DOL Form 5500 · 2023
Core Professional Services, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $22,585
- Avg per participant Low balance/head
Official DOL plan name: Core Professional Services Group 401(k) Plan · Sponsored by Core Professional Services, LLC · Texas · Administrative & Support Services
$5M in assets, 201 participants
Core Professional Services, LLC's Core Professional Services Group 401(k) Plan reported $5M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,856 in Administrative & Support Services (4,372 peers)
Coverage in Texas
Core Professional Services Group 401(k) Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $5M.
- #2,856
- in Administrative & Support Services (4,372 peers)
- +51.7%
- assets growth YoY
Core Professional Services Group 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Core Professional Services Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,539,547 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Core Professional Services Group 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Core Professional Services Group 401(k) Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Core Professional Services Group 401(k) Plan reported net income rose from -$63K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Core Professional Services Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Core Professional Services Group 401(k) Plan reported participants rose from 186 in the plan year 2022 filing to 201 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 454707038 · Core Professional Services, LLC PY 2023 · 401(k)
Core Professional Services Group 401(k) Plan · $5M · 201 · 42nd
- PART $5M
- PART 201
- PART 42nd
- PART 401(k)
- PART near Healthteam Advantage 401(k) Plan
- PART ind #2856
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 Administrative & Support Services retirement plans → · Plans in Texas →
Core Professional Services Group 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 454707038 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Core Professional Services, LLC)
Sponsor-wide plan assets over time
All Core Professional Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 93.55437019794032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $3M |
| 2023 | 1 | 201 | $5M |
| 2024 | 1 | 236 | $6M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Core Professional Services Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Healthteam Advantage 401(k) Plan in NC ($5M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Satair USA, Inc. Retirement Savings Plan (GA) 201 · 0 off
- Paul USA 401(k) Plan (MA) 201 · 0 off
- Meadowland Farmers Coop 401(k) Plan (MN) 201 · 0 off
- Valentine Enterprises, Inc. Retirement Savings Plan (GA) 201 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.