401(k) · DOL Form 5500 · 2022

Creative Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
334
Participants Below avg headcount
57th
Percentile by assets National rank
$20,626
Avg per participant Low balance/head
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Official DOL plan name: Creative Asset Management, Inc. Retirement Plan · Sponsored by Creative Asset Management, Inc. · Georgia · Administrative & Support Services

$7M in assets, 334 participants

Creative Asset Management, Inc.'s Creative Asset Management, Inc. Retirement Plan reported $7M in total assets and 334 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,824 in Administrative & Support Services (4,927 peers)

Coverage in Georgia

Creative Asset Management, Inc. Retirement Plan covers 334 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.

#3,824
in Administrative & Support Services (4,927 peers)
-10.9%
assets change YoY

The plan reported a net loss of $842K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creative Asset Management, Inc. Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Creative Asset Management, Inc. Retirement Plan vs every filed plan by assets

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

$6,888,992 Top 43% higher than 57% 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

Creative Asset Management, Inc. Retirement 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. Creative Asset Management, Inc. Retirement Plan sits mid-pack in the medium band (334 participants).

EBSA filing schedule strip

Filing strip 582025951 · Creative Asset Management, Inc. PY 2022 · 401(k)

Creative Asset Management, Inc. Retirement Plan · $7M · 334 · 57th

  • ASSETS $7M
  • PCT 334
  • EIN 57th
  • RANK 401(k)
  • PHOTO near Vertex Education, LLC 401(k) Plan
  • IND ind #3824

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Creative Asset Management, Inc. Retirement Plan in the asset neighbourhood

Creative Asset Management, Inc. Retirement PlanCreative Asset Management, I…$7MVertex Education, LLC 401(k) PlanVertex Education, LLC 401(k)…$7MSharefax Credit Union 401(k) Savings Plan and TrustSharefax Credit Union 401(k)…$7MThe Mcs Group, Inc 401(k) PlanThe Mcs Group, Inc 401(k) Pl…$7MM. Simon Zook 401(k) Profit Sharing PlanM. Simon Zook 401(k) Profit …$7M
End-of-year total assets ($M) among Creative Asset Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$842K
Employer EIN582025951
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Asset Management, Inc.)

Sponsor-wide plan assets over time

All Creative Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 30.23591840431808% vs 2022
2023 filing year
$6M$7M$8M$9M$10M 20222023 $6.89M $8.97M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 334 $7M
2023 1 365 $9M

Nearby 401(k) Plans in Georgia

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

Creative Asset Management, Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Creative Asset Management, Inc. Retirement Plan, Total assets ($B): 0.006888992 · Participants: 334Creative Asset Management, Inc. Retirement PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Creative Asset Management, Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Creative Asset Management, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Vertex Education, LLC 401(k) Plan in AZ ($7M); by covered participants it is Bemus Landscape 401(k) Plan in CA (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Creative Asset Management, Inc. Retirement Plan assets move in 2022?
Creative Asset Management, Inc. Retirement Plan pulled back noticeably - down 10.9% during 2022, from $8M to $7M. Reported net income was -$842K.
How have Creative Asset Management, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Creative Asset Management, Inc.'s sponsor-wide assets grew 30.2%, from $7M to $9M.
Which 401(k) plans are similar in size to Creative Asset Management, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Vertex Education, LLC 401(k) Plan in AZ ($7M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Creative Asset Management, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Bemus Landscape 401(k) Plan in CA (334 participants, N/A in assets).