401(k)
2023 plan-year 401(k) DOL Form 5500

NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NAPA MANAGEMENT SERVICES CORP.

This 401(k) plan holds $259K in total assets and serves 905 participants as of 2023. It is sponsored by NAPA MANAGEMENT SERVICES CORP. in New York. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$259K
Participants
905
State
Industry
Management of Enterprises

What the Filing Says About NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST

NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by NAPA MANAGEMENT SERVICES CORP., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $259K in total end-of-year assets and covers 905 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 113635685, and the plan has been effective since 2011-04-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2023 to $259K at year-end — a decline of 99.7%. Net assets (after liabilities) closed the year at $259K, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$76M
Total Assets (End of Year)$259K
Net Assets (End of Year)$259K
Net Income$3M
Plan Type401(k)
Employer EIN113635685
Plan Effective Date2011-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (NAPA MANAGEMENT SERVICES CORP.)

Year Plans Participants Total Assets
2022 2 2,001 $395M
2023 2 2,114 $977K
2024 3 4,118 $1.5B

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Frequently Asked Questions

How much money is in the NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST?
As of the 2023 Form 5500 filing, NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST holds $259K in total assets with 905 participants. It is sponsored by NAPA MANAGEMENT SERVICES CORP..
What type of plan is NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST?
NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 2011-04-15. The plan is filed with the U.S. Department of Labor under EIN 113635685.
Who sponsors the NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST?
NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST is sponsored by NAPA MANAGEMENT SERVICES CORP., located in New York. The sponsor's EIN is 113635685 and the plan operates in the Management of Enterprises industry.
How did NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST perform in 2023?
NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST declined by 99.7% during 2023, moving from $76M to $259K in total assets. Net income was $3M.
Where can I find official filings for NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 113635685 or plan name at efast.dol.gov.
How does NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare NAPA MANAGEMENT SERVICES CORP. ADMINISTRATIVE EMPL PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 113635685.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.