401(k) · DOL Form 5500 · 2022

Clarkston-Potomac Group, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
333
Participants Below avg headcount
91st
Percentile by assets National rank
$219,548
Avg per participant Above avg balance/head
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Official DOL plan name: Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · Sponsored by Clarkston-Potomac Group, Inc. · North Carolina · Professional & Technical Services

$73M in assets, 333 participants

Clarkston-Potomac Group, Inc.'s Clarkston-Potomac Group, Inc. 401(k) Plan & Trust reported $73M in total assets and 333 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,836 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust covers 333 participants in North Carolina, about 41% of the average North Carolina filer (state average ~819 per filing). Assets: $73M.

#19,836
in Professional & Technical Services (21,562 peers)
-14.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust's outsized position by total assets

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$73,109,468 Top 9% higher than 91% 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

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust 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. Clarkston-Potomac Group, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (333 participants).

DOL schedule card

Filing strip 541606655 · Clarkston-Potomac Group, Inc. PY 2022 · 401(k)

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · $73M · 333 · 91st

  • IND $73M
  • IND 333
  • IND 91st
  • IND 401(k)
  • IND near Life-Science Innovations and Affiliates Retirement Plan
  • IND ind #19836

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust in the asset neighbourhood

Hendricks Group 401(k) Plan$73MLife-Science Innovations and Affiliates Retirement PlanLife-Science Innovations and…$73MClarkston-Potomac Group, Inc. 401(k) Plan & TrustClarkston-Potomac Group, Inc…$73MKearney & Co and E.F. Kearney Ltd 401(k) Profit Sharing PlanKearney & Co and E.F. Kearne…$73MAudubon Engineering Company, L.L.C. Employees Savings TrustAudubon Engineering Company,…$73M
End-of-year total assets ($M) among Clarkston-Potomac Group, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$73M
Net Income-$12M
Employer EIN541606655
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarkston-Potomac Group, Inc.)

Sponsor-wide plan assets over time

All Clarkston-Potomac Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 47.12726948033598% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $73.1M $108M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 333 $73M
2023 1 402 $92M
2024 1 382 $108M

Nearby 401(k) Plans in North Carolina

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

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Clarkston-Potomac Group, Inc. 401(k) Plan & Trust, Total assets ($B): 0.073109468 · Participants: 333Clarkston-Potomac Group, Inc. 401(k) Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Clarkston-Potomac Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Clarkston-Potomac Group, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Life-Science Innovations and Affiliates Retirement Plan in MN ($73M); by covered participants it is Whitehat Security, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Clarkston-Potomac Group, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Clarkston-Potomac Group, Inc. 401(k) Plan & Trust pulled back noticeably - down 14.0% during 2022, from $85M to $73M. Reported net income was -$12M.
How have Clarkston-Potomac Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarkston-Potomac Group, Inc.'s sponsor-wide assets grew 47.1%, from $73M to $108M.
Where does Clarkston-Potomac Group, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Clarkston-Potomac Group, Inc. 401(k) Plan & Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Clarkston-Potomac Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Life-Science Innovations and Affiliates Retirement Plan in MN ($73M, 2,206 participants).
Which 401(k) plans cover a similar participant headcount to Clarkston-Potomac Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Whitehat Security, Inc. 401(k) Plan in CA (333 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 541606655.

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.