401(k) · DOL Form 5500 · 2024

Balance Managed Services LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
41st
Percentile by assets National rank
$46,680
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

$5M in assets, 99 participants

Balance Managed Services LLC's Balance Staffing 401(k) Plan reported $5M in total assets and 99 participants in its 2024 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.

  • #4,870 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Balance Staffing 401(k) Plan ranks #4,870 of 7,719 2024 filers by assets (434% of the sector average)-$5M for 99 participants.

#4,870
in Other Services (7,719 peers)
+12.5%
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 2024 · DOL Form 5500

$4,621,356 41st percentile higher than 41% 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

Balance Staffing 401(k) 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. Balance Staffing 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balance Staffing 401(k) Plan reported participants fell from 153 in the plan year 2023 filing to 99 in the plan year 2024 filing.
  • Balance Staffing 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 813144586 · Balance Managed Services LLC PY 2024 · 401(k)

Balance Staffing 401(k) Plan · $5M · 99 · 41st

  • 5500 $5M
  • ASSETS 99
  • PCT 41st
  • EIN 401(k)
  • RANK near Center for Children with Special Needs LLC 401(k) Plan
  • PHOTO ind #4870

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$5MCenter for Children with Special Needs LLC 401(k) PlanCenter for Children with Spe…$5MZoe Holding Company, Inc 401(k) PlanZoe Holding Company, Inc 401…$5MLong Island Care Center 401(k) Savings and Retirement PlanLong Island Care Center 401(…$5MWorkforce Essentials, Inc. Tsa Retirement PlanWorkforce Essentials, Inc. T…$5M
End-of-year total assets ($M) among Balance Staffing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$515K
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Balance Staffing 401(k) Plan, Total assets ($B): 0.004621356 · Participants: 99Balance Staffing 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Center for Children with Special Needs LLC 401(k) Plan in CT ($5M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Balance Staffing 401(k) Plan assets move in 2024? ▼
Balance Staffing 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $4M to $5M. Reported net income was $515K.
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 Center for Children with Special Needs LLC 401(k) Plan in CT ($5M, 73 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 G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 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.