401(k) · DOL Form 5500 · 2024

Corliss Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
37
Participants Small participant base
35th
Percentile by assets National rank
$86,337
Avg per participant Below avg balance/head
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Official DOL plan name: Corliss Management Group 401(k) Retirement Savings Plan · Sponsored by Corliss Management Group, LLC · Washington · Wholesale Trade

$3M in assets, 37 participants

Corliss Management Group, LLC's Corliss Management Group 401(k) Retirement Savings Plan reported $3M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,453 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Corliss Management Group 401(k) Retirement Savings Plan holds $3M for 37 participants - about $86,337 per participant, in the lower half of filed plans by assets.

#1,453
in Wholesale Trade (6,080 peers)
-6.2%
assets change YoY

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Corliss Management Group 401(k) Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Corliss Management Group 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,194,458 35th percentile higher than 35% of 123,620 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 2024

Corliss Management Group 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Corliss Management Group 401(k) Retirement Savings Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Corliss Management Group 401(k) Retirement Savings Plan reported net income fell from -$126K in the plan year 2023 filing to -$212K in the plan year 2024 filing.
  • Corliss Management Group 401(k) Retirement Savings Plan reported participants rose from 34 in the plan year 2023 filing to 37 in the plan year 2024 filing.
  • Corliss Management Group 401(k) Retirement Savings Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270545334 · Corliss Management Group, LLC PY 2024 · 401(k)

Corliss Management Group 401(k) Retirement Savings Plan · $3M · 37 · 35th

  • PHOTO $3M
  • IND 37
  • EOY 35th
  • 5500 401(k)
  • ASSETS near Zenger Folkman Company 401(k) Plan
  • PCT ind #1453

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 Wholesale Trade retirement plans → · Plans in Washington →

Corliss Management Group 401(k) Retirement Savings Plan in the asset neighbourhood

Corliss Management Group 401(k) Retirement Savings PlanCorliss Management Group 401…$3MZenger Folkman Company 401(k) PlanZenger Folkman Company 401(k…$3MPreferred Employer Plan for Envios De Valores La Nacional CorpPreferred Employer Plan for …$3MNorthwestern Ohio Security Systems 401(k) PlanNorthwestern Ohio Security S…$3M403(b) Thrift Plan of United Way for Greater Austin403(b) Thrift Plan of United…$3M
End-of-year total assets ($M) among Corliss Management Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$212K
Employer EIN270545334
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corliss Management Group, LLC)

Sponsor-wide plan assets over time

All Corliss Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.011963588989599% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.99M $3.19M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 237 $3M
2023 1 34 $3M
2024 1 37 $3M

Nearby 401(k) Plans in Washington

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

Corliss Management Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Corliss Management Group 401(k) Retirement Savings Plan, Total assets ($B): 0.003194458 · Participants: 37Corliss Management Group 401(k) Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Corliss Management Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Corliss Management Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

Corliss Management Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Zenger Folkman Company 401(k) Plan in UT ($3M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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.

Frequently Asked Questions

How did Corliss Management Group 401(k) Retirement Savings Plan assets move in 2024? ▼
Corliss Management Group 401(k) Retirement Savings Plan pulled back noticeably - down 6.2% during 2024, from $3M to $3M. Reported net income was -$212K.
How have Corliss Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corliss Management Group, LLC's sponsor-wide assets grew 7.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Corliss Management Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zenger Folkman Company 401(k) Plan in UT ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Corliss Management Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270545334.

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.