401(k) · DOL Form 5500 · 2022

Clark Capital Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
121
Participants Small participant base
79th
Percentile by assets National rank
$188,038
Avg per participant Above avg balance/head
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Official DOL plan name: Clark Capital Management Group, Inc. 401(k) Plan · Sponsored by Clark Capital Management Group, Inc. · Pennsylvania · Finance & Insurance

$23M in assets, 121 participants

Clark Capital Management Group, Inc.'s Clark Capital Management Group, Inc. 401(k) Plan reported $23M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,156 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Clark Capital Management Group, Inc. 401(k) Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#6,156
in Finance & Insurance (9,261 peers)
-7.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clark Capital Management Group, Inc. 401(k) Plan's outsized position by total assets

Clark Capital Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$22,752,579 Top 21% higher than 79% 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

Clark Capital Management Group, Inc. 401(k) 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. Clark Capital Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

DOL schedule card

Filing strip 232420504 · Clark Capital Management Group, Inc. PY 2022 · 401(k)

Clark Capital Management Group, Inc. 401(k) Plan · $23M · 121 · 79th

  • BOOK $23M
  • VS-ST 121
  • BOY 79th
  • SCH 401(k)
  • EBSA near Mwg Gp LLC 401(k) Plan
  • PART ind #6156

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Clark Capital Management Group, Inc. 401(k) Plan in the asset neighbourhood

Clark Capital Management Group, Inc. 401(k) PlanClark Capital Management Gro…$23MMwg Gp LLC 401(k) Plan$23MAutofocus, Inc. 401(k) Plan$23MVendavo 401(k) Plan$23MTeacher Created Materials, Inc. 401(k) Profit Sharing PlanTeacher Created Materials, I…$23M
End-of-year total assets ($M) among Clark Capital Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN232420504
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark Capital Management Group, Inc.)

Sponsor-wide plan assets over time

All Clark Capital Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 54.867489966741786% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.8M $35.2M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 121 $23M
2023 1 129 $30M
2024 1 140 $35M

Nearby 401(k) Plans in Pennsylvania

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

Clark Capital Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Clark Capital Management Group, Inc. 401(k) Plan, Total assets ($B): 0.022752579 · Participants: 121Clark Capital Management Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Clark Capital Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Clark Capital Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

Clark Capital Management Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mwg Gp LLC 401(k) Plan in CT ($23M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Clark Capital Management Group, Inc. 401(k) Plan assets move in 2022? ▼
Clark Capital Management Group, Inc. 401(k) Plan pulled back noticeably - down 7.1% during 2022, from $24M to $23M. Reported net income was -$2M.
How have Clark Capital Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clark Capital Management Group, Inc.'s sponsor-wide assets grew 54.9%, from $23M to $35M.
Where does Clark Capital Management Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Clark Capital Management Group, Inc. 401(k) Plan ranks in the 79th 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 Clark Capital Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mwg Gp LLC 401(k) Plan in CT ($23M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Clark Capital Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants, N/A 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 232420504.

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.