401(k) · DOL Form 5500 · 2023

Balance Managed Services LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
153
Participants Small participant base
41st
Percentile by assets National rank
$26,841
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balance Staffing 401(k) Plan · Sponsored by Balance Managed Services LLC · California · Other Services

$4M in assets, 153 participants

Balance Managed Services LLC's Balance Staffing 401(k) Plan reported $4M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,982 in Other Services (7,857 peers)

Coverage in California

Balance Staffing 401(k) Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,982
in Other Services (7,857 peers)
+14.5%
assets growth YoY

Balance Staffing 401(k) Plan's mid-pack asset rank among Other Services and all filers

Balance Staffing 401(k) Plan vs every filed plan by assets

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

$4,106,680 41st percentile higher than 41% 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

Balance Staffing 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. Balance Staffing 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balance Staffing 401(k) Plan reported net income rose from $13K in the plan year 2022 filing to $519K in the plan year 2023 filing.
  • Balance Staffing 401(k) Plan reported participants fell from 183 in the plan year 2022 filing to 153 in the plan year 2023 filing.
  • Balance Staffing 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813144586 · Balance Managed Services LLC PY 2023 · 401(k)

Balance Staffing 401(k) Plan · $4M · 153 · 41st

  • VS-ST $4M
  • BOY 153
  • SCH 41st
  • EBSA 401(k)
  • PART near Renew Retirement Plan and Trust
  • TYPE ind #4982

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 Other Services retirement plans → · Plans in California →

Balance Staffing 401(k) Plan in the asset neighbourhood

Balance Staffing 401(k) Plan$4MRenew Retirement Plan and TrustRenew Retirement Plan and Tr…$4MFox Pest Control 401(k) Plan$4MSmokeball, Inc. 401(k) Plan$4MGram Equipment of America, Inc. 401(k) PlanGram Equipment of America, I…$4M
End-of-year total assets ($M) among Balance Staffing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$519K
Employer EIN813144586
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balance Managed Services LLC)

Sponsor-wide plan assets over time

All Balance Managed Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.805647501624925% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.59M $4.62M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 183 $4M
2023 1 153 $4M
2024 1 99 $5M

Nearby 401(k) Plans in California

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

Balance Staffing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Balance Staffing 401(k) Plan, Total assets ($B): 0.00410668 · Participants: 153Balance Staffing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Balance Staffing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Balance Staffing 401(k) Plan side-by-side with 3 peers →

Balance Staffing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Renew Retirement Plan and Trust in OH ($4M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Balance Staffing 401(k) Plan assets move in 2023? ▼
Balance Staffing 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $4M to $4M. Reported net income was $519K.
How have Balance Managed Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balance Managed Services LLC's sponsor-wide assets grew 28.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Balance Staffing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Renew Retirement Plan and Trust in OH ($4M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Balance Staffing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A 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 813144586.

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.