401(k) · DOL Form 5500 · 2024
Crestone Services Group, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 350
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $16,037
- Avg per participant Low balance/head
Official DOL plan name: Crestone Services Group 401(k) Plan · Sponsored by Crestone Services Group, LLC · Colorado · Information & Media
$6M in assets, 350 participants
Crestone Services Group, LLC's Crestone Services Group 401(k) Plan reported $6M in total assets and 350 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #788 in Information & Media (2,822 peers)
Crestone Services Group, LLC multi-year trail
Crestone Services Group, LLC's plans moved +560.2% in assets from 2022 to 2024; this filing shows Crestone Services Group 401(k) Plan at $6M / 350 participants.
- #788
- in Information & Media (2,822 peers)
- +55.8%
- assets growth YoY
Crestone Services Group 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Crestone Services Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,612,966 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Crestone Services Group 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. Crestone Services Group 401(k) Plan sits mid-pack in the medium band (350 participants).
Form 5500 schedule snapshot
Filing strip 472866430 · Crestone Services Group, LLC PY 2024 · 401(k)
Crestone Services Group 401(k) Plan · $6M · 350 · 44th
- 5500 $6M
- 5500 350
- 5500 44th
- 5500 401(k)
- 5500 near 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.
- 5500 ind #788
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 Information & Media retirement plans → · Plans in Colorado →
Crestone Services Group 401(k) Plan in the asset neighbourhood
Crestone Services Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Crestone Services Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 560.210685291786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 285 | $850K |
| 2024 | 1 | 350 | $6M |
Crestone Services Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $464K |
| Employer EIN | 472866430 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Crestone Services Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. in NY ($6M); by covered participants it is Finquery 401(k) Plan in GA (350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. (NY) $6M · 238
- Riverside Dental Group and Dental Associate Offices 401(k) Plan (CA) $6M · 117
- The Kinamed, Inc. 401(k) Profit Sharing Plan and Trust (CA) $6M · 56
- J Masterson Construction, Inc. 401(k) Profit Sharing Plan (MA) $6M · 63
Similar participant headcount
Nearest other-state filings by covered participants (350 participants); asset peers above are excluded.
- Finquery 401(k) Plan (GA) 350 · 0 off
- Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan (MI) 350 · 0 off
- Ameriserv Financial 401(k) Profit Sharing (PA) 350 · 0 off
- Utility Service Co., Inc. 401(k) Plan (GA) 350 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.