401(k) · DOL Form 5500 · 2024

Crestview Management LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
3,653
Participants Above avg headcount
90th
Percentile by assets National rank
$25,608
Avg per participant Low balance/head
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Official DOL plan name: Columbia Sussex 401(k) Plan · Sponsored by Crestview Management LLC · Kentucky · Food Services & Accommodation

$94M in assets, 3,653 participants

Crestview Management LLC's Columbia Sussex 401(k) Plan reported $94M in total assets and 3,653 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,568 in Food Services & Accommodation (3,672 peers)

Coverage in Kentucky

Columbia Sussex 401(k) Plan covers 3,653 participants in Kentucky, 5.6x the typical Kentucky plan (state average ~647 per filing). Assets: $94M.

#3,568
in Food Services & Accommodation (3,672 peers)
+9.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Columbia Sussex 401(k) Plan's outsized position by total assets

Columbia Sussex 401(k) Plan vs every filed plan by assets

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

$93,546,651 Top 10% higher than 90% 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

Columbia Sussex 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Columbia Sussex 401(k) Plan lands in the large band (3,653 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Columbia Sussex 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Columbia Sussex 401(k) Plan end-of-year assets rose from $85M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • Columbia Sussex 401(k) Plan reported participants rose from 3,367 in the plan year 2023 filing to 3,653 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 852570407 · Crestview Management LLC PY 2024 · 401(k)

Columbia Sussex 401(k) Plan · $94M · 3,653 · 90th

  • EBSA $94M
  • EBSA 3,653
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Onedigital Open Pooled Employer Plan
  • EBSA ind #3568

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Columbia Sussex 401(k) Plan in the asset neighbourhood

Bullhorn, Inc. 401(k) Profit Sharing Plan and TrustBullhorn, Inc. 401(k) Profit…$94MSavings Plan & Trust Agreement of Lauritzen Corporation and Related CompaniesSavings Plan & Trust Agreeme…$94MColumbia Sussex 401(k) Plan$94MOnedigital Open Pooled Employer PlanOnedigital Open Pooled Emplo…$94MHvcu 401(k) Plan$94M
End-of-year total assets ($M) among Columbia Sussex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$93M
Net Income$8M
Employer EIN852570407
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crestview Management LLC)

Sponsor-wide plan assets over time

All Crestview Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$94M 30.254378573099157% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.8M $93.6M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 2,831 $72M
2023 1 3,367 $85M
2024 1 3,653 $94M

Nearby 401(k) Plans in Kentucky

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

Columbia Sussex 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Columbia Sussex 401(k) Plan, Total assets ($B): 0.093546651 · Participants: 3653Columbia Sussex 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Columbia Sussex 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Columbia Sussex 401(k) Plan side-by-side with 3 peers →

Columbia Sussex 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Onedigital Open Pooled Employer Plan in FL ($94M); by covered participants it is Torrid 401(k) Plan in CA (3,654 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,653 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 Columbia Sussex 401(k) Plan assets move in 2024? ▼
Columbia Sussex 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $85M to $94M. Reported net income was $8M.
How have Crestview Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crestview Management LLC's sponsor-wide assets grew 30.3%, from $72M to $94M.
Where does Columbia Sussex 401(k) Plan rank by assets among Form 5500 filers? ▼
Columbia Sussex 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Columbia Sussex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onedigital Open Pooled Employer Plan in FL ($94M, 2,871 participants).
Which 401(k) plans cover a similar participant headcount to Columbia Sussex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Torrid 401(k) Plan in CA (3,654 participants, $12M 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 852570407.

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.