401(k) · DOL Form 5500 · 2023
Napa Management Services Corp. 401(k) Plan
Data updated 2026-08-25
- $718K
- Total assets Small plan by assets
- 1,209
- Participants Near avg headcount
- 21st
- Percentile by assets National rank
- $594
- Avg per participant Low balance/head
Official DOL plan name: Napa Management Services Corp. Clinical Employees Sharing Plan & Trust · Sponsored by Napa Management Services Corp. · New York · Healthcare & Social Assistance
$718K in assets, 1,209 participants
Napa Management Services Corp.'s Napa Management Services Corp. Clinical Employees Sharing Plan & Trust reported $718K in total assets and 1,209 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,882 in Healthcare & Social Assistance (17,684 peers)
Napa Management Services Corp. multi-year trail
Napa Management Services Corp.'s plans moved +275.5% in assets from 2022 to 2024; this filing shows Napa Management Services Corp. Clinical Employees Sharing Plan & Trust at $718K / 1,209 participants.
- #2,882
- in Healthcare & Social Assistance (17,684 peers)
- -99.8%
- assets change YoY
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust among the smaller filed plans by assets
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$717,958 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust'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. Napa Management Services Corp. Clinical Employees Sharing Plan & Trust lands in the large band (1,209 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Napa Management Services Corp. Clinical Employees Sharing Plan & Trust reported net income rose from -$59M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Napa Management Services Corp. Clinical Employees Sharing Plan & Trust end-of-year assets fell from $319M in the plan year 2022 filing to $718K in the plan year 2023 filing.
- Napa Management Services Corp. Clinical Employees Sharing Plan & Trust reported participants rose from 1,155 in the plan year 2022 filing to 1,209 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 113635685 · Napa Management Services Corp. PY 2023 · 401(k)
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust · $718K · 1,209 · 21st
- RANK $718K
- RANK 1,209
- RANK 21st
- RANK 401(k)
- RANK near C & S Lease Service, L.C. 401(k) Plan
- RANK ind #2882
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust in the asset neighbourhood
Napa Management Services Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Napa Management Services Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 275.48214403104373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,001 | $395M |
| 2023 | 2 | 2,114 | $977K |
| 2024 | 3 | 4,118 | $1.5B |
Napa Management Services Corp. filing trail (2023)
| Total Assets (Beginning of Year) | $319M |
|---|---|
| Net Assets (End of Year) | $718K |
| Net Income | $9M |
| Employer EIN | 113635685 |
| Plan Effective Date | 2011-04-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is C & S Lease Service, L.C. 401(k) Plan in TX ($718K); by covered participants it is Accel Entertainment 401(k) Plan in IL (1,209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($718K here).
- C & S Lease Service, L.C. 401(k) Plan (TX) $718K · 272
- Tslw Corporation 401(k) Profit Sharing Plan (IL) $718K · 16
- Double B Mt Laurel Corp 401(k) Plan (NJ) $718K · N/A
- Das Werks, Inc. 401(k) Profit Sharing Plan (MI) $718K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1,209 participants); asset peers above are excluded.
- Accel Entertainment 401(k) Plan (IL) 1,209 · 0 off
- Gen Digital Inc. 401(k) Plan (AZ) 1,209 · 0 off
- Novozymes North America, Inc. 401(k) Savings Plan (NC) 1,209 · 0 off
- A. T. Kearney, Inc. 401(k) and Profit Sharing Retirement Plan (IL) 1,209 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.