401(k) · DOL Form 5500 · 2024

Crestline Investors, Inc 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
191
Participants Below avg headcount
83rd
Percentile by assets National rank
$231,330
Avg per participant Above avg balance/head
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Official DOL plan name: Crestline Investors, Inc. 401(k) Plan · Sponsored by Crestline Investors, Inc · Texas · Finance & Insurance

$44M in assets, 191 participants

Crestline Investors, Inc's Crestline Investors, Inc. 401(k) Plan reported $44M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,261 in Finance & Insurance (8,549 peers)

Coverage in Texas

Crestline Investors, Inc. 401(k) Plan covers 191 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $44M.

#6,261
in Finance & Insurance (8,549 peers)
+23.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Crestline Investors, Inc. 401(k) Plan's outsized position by total assets

Crestline Investors, Inc. 401(k) Plan vs every filed plan by assets

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

$44,184,081 Top 17% higher than 83% 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

Crestline Investors, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crestline Investors, Inc. 401(k) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crestline Investors, Inc. 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Crestline Investors, Inc. 401(k) Plan reported participants rose from 160 in the plan year 2023 filing to 191 in the plan year 2024 filing.
  • Crestline Investors, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752741654 · Crestline Investors, Inc PY 2024 · 401(k)

Crestline Investors, Inc. 401(k) Plan · $44M · 191 · 83rd

  • PART $44M
  • PART 191
  • PART 83rd
  • PART 401(k)
  • PART near Woodtrust Bank 401(k) Profit Sharing Plan
  • PART ind #6261

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 Finance & Insurance retirement plans → · Plans in Texas →

Crestline Investors, Inc. 401(k) Plan in the asset neighbourhood

Imagine360 Administrators 401(k) PlanImagine360 Administrators 40…$44MCrestline Investors, Inc. 401(k) PlanCrestline Investors, Inc. 40…$44MWoodtrust Bank 401(k) Profit Sharing PlanWoodtrust Bank 401(k) Profit…$44MMosure & Syrakis 401(k) Profit Sharing TrustMosure & Syrakis 401(k) Prof…$44MSoliant 401(k) Plan$44M
End-of-year total assets ($M) among Crestline Investors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN752741654
Plan Effective Date2017-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Crestline Investors, Inc)

Sponsor-wide plan assets over time

All Crestline Investors, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$44M 66.50063737701835% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26.5M $44.2M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 140 $27M
2023 1 160 $36M
2024 1 191 $44M

Nearby 401(k) Plans in Texas

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

Crestline Investors, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Crestline Investors, Inc. 401(k) Plan, Total assets ($B): 0.044184081 · Participants: 191Crestline Investors, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Crestline Investors, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Crestline Investors, Inc. 401(k) Plan side-by-side with 3 peers →

Crestline Investors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Woodtrust Bank 401(k) Profit Sharing Plan in WI ($44M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Crestline Investors, Inc. 401(k) Plan assets move in 2024? ▼
Crestline Investors, Inc. 401(k) Plan grew sharply - up 23.6% during 2024, from $36M to $44M. Reported net income was $8M.
How have Crestline Investors, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crestline Investors, Inc's sponsor-wide assets grew 66.5%, from $27M to $44M.
Where does Crestline Investors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Crestline Investors, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Crestline Investors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodtrust Bank 401(k) Profit Sharing Plan in WI ($44M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Crestline Investors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 752741654.

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.