401(k)
2022 plan-year 401(k) DOL Form 5500

The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Clarke Group, Inc. · Illinois · Manufacturing

What the 2023 filing shows

The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan holds $30M for 193 participants — about $157,464 per participant, down 11.8% over the 2022 plan year.

$30M
total plan assets (2022 EOY)
193
covered participants
$157,464
avg assets per participant
-11.8%
assets change YoY

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.

Total Assets (2023)
$30M
Participants
193
State
Industry
Manufacturing

What the Filing Says About The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan

The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan is a 401(k) retirement plan sponsored by The Clarke Group, Inc., headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 193 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 800315705, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $30M at year-end — a decline of 11.8%. Net assets (after liabilities) closed the year at $30M, with reported net income of $-4,078,426 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$-4,078,426
Plan Type401(k)
Employer EIN800315705
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Clarke Group, Inc.)

Year Plans Participants Total Assets
2022 1 193 $30M
2023 1 169 $33M
2024 1 157 $35M

Nearby 401(k) Plans in Illinois

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

Frequently Asked Questions

How much money is in the The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan?
As of the 2022 Form 5500 filing, The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan holds $30M in total assets with 193 participants. It is sponsored by The Clarke Group, Inc..
What type of plan is The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan?
The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 800315705.
Who sponsors the The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan?
The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan is sponsored by The Clarke Group, Inc., located in Illinois. The sponsor's EIN is 800315705 and the plan operates in the Manufacturing industry.
How did The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan perform in 2022?
The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan declined by 11.8% during 2022, moving from $34M to $30M in total assets. Net income was $-4,078,426.
Where can I find official filings for The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan?
Official Form 5500 filings for The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 800315705 or plan name at efast.dol.gov.
How does The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan compare to other plans?
You can compare The Clarke Group, Inc. Cash or Deferred Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 800315705.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.