401(k) · DOL Form 5500 · 2024

Consolidated Bookkeeping and Man 401(k) Plan

Data updated 2026-08-25

$265K
Total assets Small plan by assets
121
Participants Small participant base
13th
Percentile by assets National rank
$2,186
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Consolidated Bookkeeping and Management Services, Inc 401(k) · Sponsored by Consolidated Bookkeeping and Man · Washington · Professional & Technical Services

$265K in assets, 121 participants

Consolidated Bookkeeping and Man's Consolidated Bookkeeping and Management Services, Inc 401(k) reported $265K in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,002 in Professional & Technical Services (20,173 peers)

Coverage in Washington

Consolidated Bookkeeping and Management Services, Inc 401(k) covers 121 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $265K.

#2,002
in Professional & Technical Services (20,173 peers)
+165.2%
assets growth YoY

Consolidated Bookkeeping and Management Services, Inc 401(k) among the smaller filed plans by assets

Consolidated Bookkeeping and Management Services, Inc 401(k) vs every filed plan by assets

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

$264,526 13th percentile higher than 13% 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

Consolidated Bookkeeping and Management Services, Inc 401(k) 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. Consolidated Bookkeeping and Management Services, Inc 401(k) sits mid-pack in the medium band (121 participants).

Plan-year Form 5500 strip

Filing strip 911485197 · Consolidated Bookkeeping and Man PY 2024 · 401(k)

Consolidated Bookkeeping and Management Services, Inc 401(k) · $265K · 121 · 13th

  • PCT $265K
  • EIN 121
  • RANK 13th
  • PHOTO 401(k)
  • IND near Sis Tech Solutions, Inc. 401(k) Plan
  • EOY ind #2002

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 Professional & Technical Services retirement plans → · Plans in Washington →

Consolidated Bookkeeping and Management Services, Inc 401(k) in the asset neighbourhood

Consolidated Bookkeeping and Management Services, Inc 401(k)Consolidated Bookkeeping and…$265KSis Tech Solutions, Inc. 401(k) PlanSis Tech Solutions, Inc. 401…$265KNivra Enterprises, Inc. 401(k) PlanNivra Enterprises, Inc. 401(…$265KPyrige-Ceaster Holdings Retirement PlanPyrige-Ceaster Holdings Reti…$265KCorning Lumber Co., 401(k) Profit Sharing PlanCorning Lumber Co., 401(k) P…$265K
End-of-year total assets ($M) among Consolidated Bookkeeping and Management Services, Inc 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$100K
Net Assets (End of Year)$265K
Net Income$165K
Employer EIN911485197
Plan Effective Date2023-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Consolidated Bookkeeping and Management Services, Inc 401(k) vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Consolidated Bookkeeping and Management Services, Inc 401(k), Total assets ($B): 0.000264526 · Participants: 121Consolidated Bookkeeping and Management Services, Inc 401(k)The 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
Consolidated Bookkeeping and Management Services, Inc 401(k) vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Consolidated Bookkeeping and Management Services, Inc 401(k) side-by-side with 3 peers →

Consolidated Bookkeeping and Management Services, Inc 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Sis Tech Solutions, Inc. 401(k) Plan in IL ($265K); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($265K here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Consolidated Bookkeeping and Management Services, Inc 401(k) assets move in 2024? ▼
Consolidated Bookkeeping and Management Services, Inc 401(k) surged - up 165.2% during 2024, from $100K to $265K. Reported net income was $165K.
Where does Consolidated Bookkeeping and Management Services, Inc 401(k) rank by assets among Form 5500 filers? ▼
Consolidated Bookkeeping and Management Services, Inc 401(k) ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Consolidated Bookkeeping and Management Services, Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Sis Tech Solutions, Inc. 401(k) Plan in IL ($265K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Consolidated Bookkeeping and Management Services, Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 911485197.

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.