CBL & Associates Management 401(k) match, vesting and fees
What CBL & Associates Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Mauldin & Jenkins, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 63 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| CBL & Associates Management: employer contribution per participant | $1,654 | |
| Peer median | $1,856 |
| CBL & Associates Management: average balance | $147,110 | |
| Peer median | $67,299 |
| CBL & Associates Management: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $83.8M at the end of plan year 2021 to $88.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 615 | $88.4M | $994K | $1,654 | 0.20% | Not published | Form 5500 ↗ |
| 2024 | 574 | $79.5M | $952K | $1,721 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 582 | $75.8M | $919K | $1,647 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 609 | $66.9M | $874K | $1,569 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 577 | $83.8M | $802K | $1,390 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does CBL & Associates Management match 401(k) contributions?
The match terms for the Cbl & Associates Management, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $994K in employer contributions, about $1,654 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the CBL & Associates Management 401(k) match vested?
The vesting schedule for the Cbl & Associates Management, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the CBL & Associates Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Cbl & Associates Management, Inc..
I left CBL & Associates Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cbl & Associates Management, Inc., (423) 490-8341) or the recordkeeper, Transamerica Retirement Solutions. The CBL & Associates Management old 401(k) page lists the contacts from every plan filing. Find an old CBL & Associates Management 401(k)
Data from the public Form 5500 annual reports CBL & Associates Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with CBL & Associates Management. Not financial advice. Report a correction · Methodology