401(k) · DOL Form 5500 · 2023

The Clement Group 401(k) Plan

Data updated 2026-08-25

$827K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$165,406
Avg per participant Above avg balance/head
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Official DOL plan name: Gillum Strategy Partners 401(k) Plan · Sponsored by The Clement Group · Illinois · Professional & Technical Services

$827K in assets, 5 participants

The Clement Group's Gillum Strategy Partners 401(k) Plan reported $827K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,481 in Professional & Technical Services (20,321 peers)

The Clement Group multi-year trail

The Clement Group's plans moved +53.2% in assets from 2022 to 2024; this filing shows Gillum Strategy Partners 401(k) Plan at $827K / 5 participants.

#3,481
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY

Gillum Strategy Partners 401(k) Plan among the smaller filed plans by assets

Gillum Strategy Partners 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$827,029 22nd percentile higher than 22% of 127,068 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 2023

Gillum Strategy Partners 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gillum Strategy Partners 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gillum Strategy Partners 401(k) Plan reported net income rose from -$97K in the plan year 2022 filing to $149K in the plan year 2023 filing.
  • Gillum Strategy Partners 401(k) Plan end-of-year assets rose from $678K in the plan year 2022 filing to $827K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364460257 · The Clement Group PY 2023 · 401(k)

Gillum Strategy Partners 401(k) Plan · $827K · 5 · 22nd

  • ASSETS $827K
  • PCT 5
  • EIN 22nd
  • RANK 401(k)
  • PHOTO near Tac Operating Company 401(k) Plan
  • IND ind #3481

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 Illinois →

Gillum Strategy Partners 401(k) Plan in the asset neighbourhood

Gillum Strategy Partners 401(k) PlanGillum Strategy Partners 401…$827KTac Operating Company 401(k) PlanTac Operating Company 401(k)…$827KOsl Retail Services 401(k) PlanOsl Retail Services 401(k) P…$827KJm Hudson Drilling Co Inc 401(k) Profit Sharing PlanJm Hudson Drilling Co Inc 40…$827K401(a) Thrift Plan for Employees of Edwin Gould Services for Children and Families401(a) Thrift Plan for Emplo…$827K
End-of-year total assets ($M) among Gillum Strategy Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Clement Group multi-year asset trail

Sponsor-wide plan assets over time

All The Clement Group plans reported in each filing year

Latest sponsor-wide plan assets
$1M 53.230786487667224% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.68M $1.04M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 5 $678K
2023 1 5 $827K
2024 1 4 $1M

The Clement Group filing trail (2023)

Total Assets (Beginning of Year)$678K
Net Assets (End of Year)$827K
Net Income$149K
Employer EIN364460257
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Gillum Strategy Partners 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Gillum Strategy Partners 401(k) Plan, Total assets ($B): 0.000827029 · Participants: 5Gillum Strategy Partners 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Gillum Strategy Partners 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Gillum Strategy Partners 401(k) Plan side-by-side with 3 peers →

Gillum Strategy Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tac Operating Company 401(k) Plan in UT ($827K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gillum Strategy Partners 401(k) Plan assets move in 2023? ▼
Gillum Strategy Partners 401(k) Plan grew sharply - up 22.1% during 2023, from $678K to $827K. Reported net income was $149K.
How have The Clement Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Clement Group's sponsor-wide assets grew 53.2%, from $678K to $1M.
Where does Gillum Strategy Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Gillum Strategy Partners 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Gillum Strategy Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tac Operating Company 401(k) Plan in UT ($827K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Gillum Strategy Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364460257.

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.