401(k) · DOL Form 5500 · 2023

Crestview Management LLC 401(k) Plan

Data updated 2026-08-11

$85M
Total assets
3,367
Participants
90th
Percentile by assets
$25,286
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$85M
total plan assets (2023 EOY)
3,367
covered participants
90th
percentile by assets (of 127,072 plans)
$25,286
avg assets per participant

Where Columbia Sussex 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Food Services & Accommodation

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Columbia Sussex 401(k) Plan reports 3,367 participants - 5.2x that state average ($85M EOY assets).

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)

$60M$70M$80M$90M$100M 202220232024 $71.8M $93.6M ▲ +30.3%
Total plan assets by year, all Crestview Management LLC plans on file
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 ($B) Participants Columbia Sussex 401(…, Total assets ($B): 0.085139075 · Participants: 3367Columbia Sussex 401(…Commonspirit Health …, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) P…Lexmark 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Columbia Sussex 401(k) Plan by total assets, not by location.

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).

Next read for Columbia Sussex 401(k) Plan

Filing takeaways

Ways to act on Columbia Sussex 401(k) Plan's numbers.

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.