401(k) · DOL Form 5500 · 2023

Crestline Investors, Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
160
Participants Small participant base
82nd
Percentile by assets National rank
$223,366
Avg per participant Above avg balance/head
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Official DOL plan name: Crestline Investors, Inc. 401(k) Plan · Sponsored by Crestline Investors, Inc · Texas · Finance & Insurance

$36M in assets, 160 participants

Crestline Investors, Inc's Crestline Investors, Inc. 401(k) Plan reported $36M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,378 in Finance & Insurance (8,869 peers)

Coverage in Texas

Crestline Investors, Inc. 401(k) Plan covers 160 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $36M.

#6,378
in Finance & Insurance (8,869 peers)
+34.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Crestline Investors, Inc. 401(k) Plan's outsized position by total assets

Crestline Investors, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,738,563 Top 18% higher than 82% of 127,068 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 2023

Crestline Investors, Inc. 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. Crestline Investors, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crestline Investors, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Crestline Investors, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Crestline Investors, Inc. 401(k) Plan reported participants rose from 140 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752741654 · Crestline Investors, Inc PY 2023 · 401(k)

Crestline Investors, Inc. 401(k) Plan · $36M · 160 · 82nd

  • 5500 $36M
  • ASSETS 160
  • PCT 82nd
  • EIN 401(k)
  • RANK near Lakefield Veterinary Group, Inc. 401(k) Retirement Plan
  • PHOTO ind #6378

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 Finance & Insurance retirement plans → · Plans in Texas →

Crestline Investors, Inc. 401(k) Plan in the asset neighbourhood

Romac Industries, Inc. 401(k) & Profit Sharing PlanRomac Industries, Inc. 401(k…$36MFerguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing PlanFerguson & Shamamian Archite…$36MCrestline Investors, Inc. 401(k) PlanCrestline Investors, Inc. 40…$36MLakefield Veterinary Group, Inc. 401(k) Retirement PlanLakefield Veterinary Group, …$36MMeltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k))Meltzer, Lippe, Goldstein & …$36M
End-of-year total assets ($M) among Crestline Investors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$36M
Net Income$9M
Employer EIN752741654
Plan Effective Date2017-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Crestline Investors, Inc)

Sponsor-wide plan assets over time

All Crestline Investors, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$44M 66.50063737701835% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26.5M $44.2M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 140 $27M
2023 1 160 $36M
2024 1 191 $44M

Nearby 401(k) Plans in Texas

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

Crestline Investors, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Crestline Investors, Inc. 401(k) Plan, Total assets ($B): 0.035738563 · Participants: 160Crestline Investors, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Crestline Investors, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Crestline Investors, Inc. 401(k) Plan side-by-side with 3 peers →

Crestline Investors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lakefield Veterinary Group, Inc. 401(k) Retirement Plan in WA ($36M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Crestline Investors, Inc. 401(k) Plan assets move in 2023? ▼
Crestline Investors, Inc. 401(k) Plan surged - up 34.7% during 2023, from $27M to $36M. Reported net income was $9M.
How have Crestline Investors, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crestline Investors, Inc's sponsor-wide assets grew 66.5%, from $27M to $44M.
Where does Crestline Investors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Crestline Investors, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Crestline Investors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakefield Veterinary Group, Inc. 401(k) Retirement Plan in WA ($36M, 1,566 participants).
Which 401(k) plans cover a similar participant headcount to Crestline Investors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752741654.

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.