401(k) · DOL Form 5500 · 2022

Potpourri Group, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
307
Participants Below avg headcount
80th
Percentile by assets National rank
$79,083
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Potpourri Group, Inc. 401(k) Retirement and Savings Plan · Sponsored by Potpourri Group, Inc. · Massachusetts · Retail Trade

$24M in assets, 307 participants

Potpourri Group, Inc.'s Potpourri Group, Inc. 401(k) Retirement and Savings Plan reported $24M in total assets and 307 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #8,427 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Potpourri Group, Inc. 401(k) Retirement and Savings Plan covers 307 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.

#8,427
in Retail Trade (9,519 peers)
-13.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Potpourri Group, Inc. 401(k) Retirement and Savings Plan's outsized position by total assets

Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,278,611 Top 20% higher than 80% of 139,123 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 2022

Potpourri Group, Inc. 401(k) Retirement and Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Potpourri Group, Inc. 401(k) Retirement and Savings Plan sits mid-pack in the medium band (307 participants).

DOL schedule card

Filing strip 522078918 · Potpourri Group, Inc. PY 2022 · 401(k)

Potpourri Group, Inc. 401(k) Retirement and Savings Plan · $24M · 307 · 80th

  • 5500 $24M
  • ASSETS 307
  • PCT 80th
  • EIN 401(k)
  • RANK near Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan
  • PHOTO ind #8427

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 Massachusetts →

Potpourri Group, Inc. 401(k) Retirement and Savings Plan in the asset neighbourhood

Potpourri Group, Inc. 401(k) Retirement and Savings PlanPotpourri Group, Inc. 401(k)…$24MKowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) PlanKowert, Hood, Munyon, Rankin…$24MMid-Am Holdings, LLC 401(k) Profit Sharing PlanMid-Am Holdings, LLC 401(k) …$24MMunch's Supply Company, LLC 401(k) Profit Sharing PlanMunch's Supply Company, LLC …$24MInternational Fresh Produce Association 401(k) PlanInternational Fresh Produce …$24M
End-of-year total assets ($M) among Potpourri Group, Inc. 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN522078918
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potpourri Group, Inc.)

Sponsor-wide plan assets over time

All Potpourri Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 27.912012758884764% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.1M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 307 $24M
2023 1 336 $27M
2024 1 327 $31M

Nearby 401(k) Plans in Massachusetts

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

Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Potpourri Group, Inc. 401(k) Retirement and Savings Plan, Total assets ($B): 0.024278611 · Participants: 307Potpourri Group, Inc. 401(k) Retirement and Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Potpourri Group, Inc. 401(k) Retirement and Savings Plan side-by-side with 3 peers →

Potpourri Group, Inc. 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan in TX ($24M); by covered participants it is Avaap USA, LLC 401(k) in OH (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Potpourri Group, Inc. 401(k) Retirement and Savings Plan assets move in 2022? ▼
Potpourri Group, Inc. 401(k) Retirement and Savings Plan pulled back noticeably - down 13.0% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Potpourri Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potpourri Group, Inc.'s sponsor-wide assets grew 27.9%, from $24M to $31M.
Where does Potpourri Group, Inc. 401(k) Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Potpourri Group, Inc. 401(k) Retirement and Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Potpourri Group, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan in TX ($24M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Potpourri Group, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avaap USA, LLC 401(k) in OH (307 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522078918.

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.