401(k) · DOL Form 5500 · 2022

Kollective Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
504
Participants Below avg headcount
82nd
Percentile by assets National rank
$54,031
Avg per participant Low balance/head
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Official DOL plan name: Kollective Management Services, LLC 401(k) Plan · Sponsored by Kollective Management Services, LLC · New Jersey · Retail Trade

$27M in assets, 504 participants

Kollective Management Services, LLC's Kollective Management Services, LLC 401(k) Plan reported $27M in total assets and 504 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,530 in Retail Trade (9,519 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, $27M for 504 participants (~$54,031/participant), down 8.1% in 2022.

#8,530
in Retail Trade (9,519 peers)
-8.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$27,231,857 Top 18% higher than 82% of 139,123 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 2022

Kollective Management Services, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 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 (504 participants).

DOL schedule card

Filing strip 844996040 · Kollective Management Services, LLC PY 2022 · 401(k)

Kollective Management Services, LLC 401(k) Plan · $27M · 504 · 82nd

  • PCT $27M
  • PCT 504
  • PCT 82nd
  • PCT 401(k)
  • PCT near Mj Insurance, Inc. 401(k) Plan
  • PCT ind #8530

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

West Shore Home, LLC 401(k) PlanWest Shore Home, LLC 401(k) …$27MKeystone/Kemlon 401(k) Profit Sharing PlanKeystone/Kemlon 401(k) Profi…$27MKollective Management Services, LLC 401(k) PlanKollective Management Servic…$27MMj Insurance, Inc. 401(k) PlanMj Insurance, Inc. 401(k) Pl…$27MGwp 401(k) Profit Sharing Retirement PlanGwp 401(k) Profit Sharing Re…$27M
End-of-year total assets ($M) among Kollective Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$27M
Net Income-$2M
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 -10010203040 Total assets ($B) Participants Kollective Management Services, LLC 401(k) Plan, Total assets ($B): 0.027231857 · Participants: 504Kollective Management Services, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement 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 Mj Insurance, Inc. 401(k) Plan in IN ($27M); by covered participants it is Central Retirement Savings Plan & Trust Agreement in KY (504 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (504 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Kollective Management Services, LLC 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $30M to $27M. Reported net income was -$2M.
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 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Mj Insurance, Inc. 401(k) Plan in IN ($27M, 192 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 Central Retirement Savings Plan & Trust Agreement in KY (504 participants, $80M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.