401(k) · DOL Form 5500 · 2023

Corliss Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
34
Participants Small participant base
38th
Percentile by assets National rank
$100,194
Avg per participant Below avg balance/head
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Official DOL plan name: Corliss Management Group 401(k) Retirement Savings Plan · Sponsored by Corliss Management Group, LLC · Washington · Wholesale Trade

$3M in assets, 34 participants

Corliss Management Group, LLC's Corliss Management Group 401(k) Retirement Savings Plan reported $3M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,686 in Wholesale Trade (6,309 peers)

2023 asset change

Corliss Management Group 401(k) Retirement Savings Plan grew at a solid clip 14.1% in 2023 ($3M → $3M) for 34 participants.

#1,686
in Wholesale Trade (6,309 peers)
+14.1%
assets growth YoY

The plan reported a net loss of $126K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Corliss Management Group 401(k) Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Corliss Management Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$3,406,582 38th percentile higher than 38% 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

Corliss Management Group 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Corliss Management Group 401(k) Retirement Savings Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corliss Management Group 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to -$126K in the plan year 2023 filing.
  • Corliss Management Group 401(k) Retirement Savings Plan reported participants fell from 237 in the plan year 2022 filing to 34 in the plan year 2023 filing.
  • Corliss Management Group 401(k) Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270545334 · Corliss Management Group, LLC PY 2023 · 401(k)

Corliss Management Group 401(k) Retirement Savings Plan · $3M · 34 · 38th

  • BOOK $3M
  • VS-ST 34
  • BOY 38th
  • SCH 401(k)
  • EBSA near Bowlin Travel Centers, Inc. 401(k) Profit Sharing Plan
  • PART ind #1686

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 Wholesale Trade retirement plans → · Plans in Washington →

Corliss Management Group 401(k) Retirement Savings Plan in the asset neighbourhood

Corliss Management Group 401(k) Retirement Savings PlanCorliss Management Group 401…$3MBowlin Travel Centers, Inc. 401(k) Profit Sharing PlanBowlin Travel Centers, Inc. …$3MPathlight Community Services 401(k) Profit Sharing Plan and TrustPathlight Community Services…$3MChcb, Inc. Retirement Plan$3MPeabody Office Furniture Corp. Savings and Retirement PlanPeabody Office Furniture Cor…$3M
End-of-year total assets ($M) among Corliss Management Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Corliss Management Group, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Corliss Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.011963588989599% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.99M $3.19M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 237 $3M
2023 1 34 $3M
2024 1 37 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$126K
Employer EIN270545334
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Corliss Management Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Corliss Management Group 401(k) Retirement Savings Plan, Total assets ($B): 0.003406582 · Participants: 34Corliss Management Group 401(k) Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Corliss Management Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Corliss Management Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Bowlin Travel Centers, Inc. 401(k) Profit Sharing Plan in NM ($3M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Corliss Management Group 401(k) Retirement Savings Plan assets move in 2023?
Corliss Management Group 401(k) Retirement Savings Plan grew at a solid clip - up 14.1% during 2023, from $3M to $3M. Reported net income was -$126K.
How have Corliss Management Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Corliss Management Group, LLC's sponsor-wide assets grew 7.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Corliss Management Group 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Bowlin Travel Centers, Inc. 401(k) Profit Sharing Plan in NM ($3M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Corliss Management Group 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants, N/A in assets).