401(k) · DOL Form 5500 · 2024
Compass Management Group Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $57,733
- Avg per participant Low balance/head
Official DOL plan name: Compass Management Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Compass Management Group Inc · California · Real Estate
$3M in assets, 48 participants
Compass Management Group Inc's Compass Management Group Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,422 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Compass Management Group Inc 401(k) Profit Sharing Plan & Trust ranks #2,422 of 4,605 2024 filers by assets (937% of the sector average)-$3M for 48 participants.
- #2,422
- in Real Estate (4,605 peers)
- -21.7%
- assets change YoY
The plan reported a net loss of $769K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,771,162 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Management Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Compass Management Group Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $855K in the plan year 2023 filing to -$769K in the plan year 2024 filing.
- Compass Management Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Compass Management Group Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 44 in the plan year 2023 filing to 48 in the plan year 2024 filing.
DOL schedule card
Filing strip 911774946 · Compass Management Group Inc PY 2024 · 401(k)
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust · $3M · 48 · 33rd
- PHOTO $3M
- IND 48
- EOY 33rd
- 5500 401(k)
- ASSETS near Honeytree Inc 401(k) Profit Sharing Plan & Trust
- PCT ind #2422
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 Real Estate retirement plans → · Plans in California →
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$769K |
| Employer EIN | 911774946 |
| Plan Effective Date | 2006-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Management Group Inc)
Sponsor-wide plan assets over time
All Compass Management Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 3.220776744016264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $3M |
| 2023 | 1 | 44 | $4M |
| 2024 | 2 | 79 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Compass Management Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Honeytree Inc 401(k) Profit Sharing Plan & Trust in MI ($3M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.