401(k) · DOL Form 5500 · 2023

Crestview Management LLC 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
3,367
Participants Above avg headcount
90th
Percentile by assets National rank
$25,286
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

$85M in assets, 3,367 participants

Crestview Management LLC's Columbia Sussex 401(k) Plan reported $85M in total assets and 3,367 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,727 in Food Services & Accommodation (3,828 peers)

Coverage in Kentucky

Columbia Sussex 401(k) Plan covers 3,367 participants in Kentucky, 5.2x the typical Kentucky plan (state average ~647 per filing). Assets: $85M.

#3,727
in Food Services & Accommodation (3,828 peers)
+18.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$85,139,075 Top 10% higher than 90% 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

Columbia Sussex 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (3,367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbia Sussex 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Columbia Sussex 401(k) Plan reported participants rose from 2,831 in the plan year 2022 filing to 3,367 in the plan year 2023 filing.
  • Columbia Sussex 401(k) Plan end-of-year assets rose from $72M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852570407 · Crestview Management LLC PY 2023 · 401(k)

Columbia Sussex 401(k) Plan · $85M · 3,367 · 90th

  • TYPE $85M
  • TYPE 3,367
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Survice Engineering Company 401(k) Profit Sharing Plan
  • TYPE ind #3727

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

Flexsteel Industries, Inc. 401(k) PlanFlexsteel Industries, Inc. 4…$85MTapestry Solutions, Inc. Retirement PlanTapestry Solutions, Inc. Ret…$85MSurvice Engineering Company 401(k) Profit Sharing PlanSurvice Engineering Company …$85MColumbia Sussex 401(k) Plan$85MHealthstream, Inc. 401(k) PlanHealthstream, Inc. 401(k) Pl…$85M
End-of-year total assets ($M) among Columbia Sussex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$85M
Net Income$13M
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 -20246810 Total assets ($B) Participants Columbia Sussex 401(k) Plan, Total assets ($B): 0.085139075 · Participants: 3367Columbia Sussex 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings 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 Survice Engineering Company 401(k) Profit Sharing Plan in MD ($85M); by covered participants it is Ocean State Jobbers, Inc. & Affiliates 401(k) Plan in RI (3,367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,367 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 Columbia Sussex 401(k) Plan assets move in 2023? ▼
Columbia Sussex 401(k) Plan grew sharply - up 18.5% during 2023, from $72M to $85M. Reported net income was $13M.
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 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Survice Engineering Company 401(k) Profit Sharing Plan in MD ($85M, 350 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 Ocean State Jobbers, Inc. & Affiliates 401(k) Plan in RI (3,367 participants, $38M 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 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.