401(k) · DOL Form 5500 · 2023

Kollective Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
533
Participants Below avg headcount
79th
Percentile by assets National rank
$56,688
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kollective Management Services, LLC 401(k) Plan · Sponsored by Kollective Management Services, LLC · New Jersey · Retail Trade

$30M in assets, 533 participants

Kollective Management Services, LLC's Kollective Management Services, LLC 401(k) Plan reported $30M in total assets and 533 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,387 in Retail Trade (8,414 peers)

Where Kollective Management Services, LLC 401(k) Plan sits by assets

Kollective Management Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 533 participants (~$56,688/participant), up 10.7% in 2023.

#7,387
in Retail Trade (8,414 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kollective Management Services, LLC 401(k) Plan's outsized position by total assets

Kollective Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$30,214,692 Top 21% higher than 79% 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

Kollective Management Services, LLC 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. Kollective Management Services, LLC 401(k) Plan sits mid-pack in the medium band (533 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kollective Management Services, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kollective Management Services, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Kollective Management Services, LLC 401(k) Plan reported participants rose from 504 in the plan year 2022 filing to 533 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844996040 · Kollective Management Services, LLC PY 2023 · 401(k)

Kollective Management Services, LLC 401(k) Plan · $30M · 533 · 79th

  • EIN $30M
  • RANK 533
  • PHOTO 79th
  • IND 401(k)
  • EOY near Texas Riogrande Legal Aid, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #7387

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 Retail Trade retirement plans → · Plans in New Jersey →

Kollective Management Services, LLC 401(k) Plan in the asset neighbourhood

Partssource 401(k) Plan$30MPerfect Sense Inc. 401(k) PlanPerfect Sense Inc. 401(k) Pl…$30MKollective Management Services, LLC 401(k) PlanKollective Management Servic…$30MTexas Riogrande Legal Aid, Inc. 401(k) Profit Sharing PlanTexas Riogrande Legal Aid, I…$30MGreenville National Bank Employees Savings PlanGreenville National Bank Emp…$30M
End-of-year total assets ($M) among Kollective Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN844996040
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kollective Management Services, LLC)

Sponsor-wide plan assets over time

All Kollective Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 26.612966570733683% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.2M $34.5M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 504 $27M
2023 1 533 $30M
2024 1 568 $34M

Nearby 401(k) Plans in New Jersey

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

Kollective Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Kollective Management Services, LLC 401(k) Plan, Total assets ($B): 0.030214692 · Participants: 533Kollective Management Services, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Kollective Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Kollective Management Services, LLC 401(k) Plan side-by-side with 3 peers →

Kollective Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Texas Riogrande Legal Aid, Inc. 401(k) Profit Sharing Plan in TX ($30M); by covered participants it is Bestbet Holdings, Inc. 401(k) Plan in FL (533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Kollective Management Services, LLC 401(k) Plan assets move in 2023? ▼
Kollective Management Services, LLC 401(k) Plan grew at a solid clip - up 10.7% during 2023, from $27M to $30M. Reported net income was $3M.
How have Kollective Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kollective Management Services, LLC's sponsor-wide assets grew 26.6%, from $27M to $34M.
Where does Kollective Management Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Kollective Management Services, LLC 401(k) Plan ranks in the 79th 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 Kollective Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Riogrande Legal Aid, Inc. 401(k) Profit Sharing Plan in TX ($30M, 539 participants).
Which 401(k) plans cover a similar participant headcount to Kollective Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bestbet Holdings, Inc. 401(k) Plan in FL (533 participants, $18M 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 844996040.

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.