401(k) · DOL Form 5500 · 2024

Kollective Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
568
Participants Below avg headcount
79th
Percentile by assets National rank
$60,703
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

$34M in assets, 568 participants

Kollective Management Services, LLC's Kollective Management Services, LLC 401(k) Plan reported $34M in total assets and 568 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,064 in Retail Trade (8,048 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, $34M for 568 participants (~$60,703/participant), up 14.1% in 2024.

#7,064
in Retail Trade (8,048 peers)
+14.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$34,479,062 Top 21% higher than 79% 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

Kollective Management Services, LLC 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. Kollective Management Services, LLC 401(k) Plan sits mid-pack in the medium band (568 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kollective Management Services, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kollective Management Services, LLC 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Kollective Management Services, LLC 401(k) Plan reported participants rose from 533 in the plan year 2023 filing to 568 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 844996040 · Kollective Management Services, LLC PY 2024 · 401(k)

Kollective Management Services, LLC 401(k) Plan · $34M · 568 · 79th

  • 5500 $34M
  • ASSETS 568
  • PCT 79th
  • EIN 401(k)
  • RANK near Nfi Group - Participating Union 401(k) Plan
  • PHOTO ind #7064

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

Kollective Management Services, LLC 401(k) PlanKollective Management Servic…$34MNfi Group - Participating Union 401(k) PlanNfi Group - Participating Un…$34MUS Magnesium LLC Salaried Pension and 401(k) PlanUS Magnesium LLC Salaried Pe…$34MMormac Marine Group, Inc. Savings and Retirement PlanMormac Marine Group, Inc. Sa…$34MKing Arthur 401(k) Plan$34M
End-of-year total assets ($M) among Kollective Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
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 -200204060 Total assets ($B) Participants Kollective Management Services, LLC 401(k) Plan, Total assets ($B): 0.034479062 · Participants: 568Kollective Management Services, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US 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 Nfi Group - Participating Union 401(k) Plan in IL ($34M); by covered participants it is Credit Union of Texas 401(k) Plan in TX (568 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (568 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 Kollective Management Services, LLC 401(k) Plan assets move in 2024? ▼
Kollective Management Services, LLC 401(k) Plan grew at a solid clip - up 14.1% during 2024, from $30M to $34M. Reported net income was $4M.
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 79th 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 Kollective Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nfi Group - Participating Union 401(k) Plan in IL ($34M, 1,606 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 Credit Union of Texas 401(k) Plan in TX (568 participants, $27M 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 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.