401(k) · DOL Form 5500 · 2023

Cline Financial Group LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
27th
Percentile by assets National rank
$139,791
Avg per participant Near avg balance/head
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Official DOL plan name: Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Cline Financial Group LLC · Pennsylvania · Finance & Insurance

$1M in assets, 10 participants

Cline Financial Group LLC's Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,565 in Finance & Insurance (8,869 peers)

Cline Financial Group LLC multi-year trail

Cline Financial Group LLC's plans moved +13.8% in assets from 2022 to 2024; this filing shows Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust at $1M / 10 participants.

#1,565
in Finance & Insurance (8,869 peers)
-3.3%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,397,912 27th percentile higher than 27% 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

Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$189K in the plan year 2022 filing to -$48K in the plan year 2023 filing.
  • Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 14 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452386802 · Cline Financial Group LLC PY 2023 · 401(k)

Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust · $1M · 10 · 27th

  • PCT $1M
  • EIN 10
  • RANK 27th
  • PHOTO 401(k)
  • IND near Salewa USA, LLC 401(k) Plan
  • EOY ind #1565

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 →

Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cline Financial Group LLC 401(k) Profit Sharing Plan & TrustCline Financial Group LLC 40…$1MSalewa USA, LLC 401(k) Plan$1MAaron B. Bulleigh, Dds, PLLC 401(k)Aaron B. Bulleigh, Dds, PLLC…$1MSouth Coast Industries Inc 401(k) Profit Sharing Plan & TrustSouth Coast Industries Inc 4…$1M403(b) Thrift Plan for Employees of Economic Opportunities Council403(b) Thrift Plan for Emplo…$1M
End-of-year total assets ($M) among Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cline Financial Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cline Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.826064344075789% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.45M $1.65M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 10 $1M
2024 1 10 $2M

Cline Financial Group LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$48K
Employer EIN452386802
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001397912 · Participants: 10Cline Financial Group LLC 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Salewa USA, LLC 401(k) Plan in CO ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust edged down modestly - down 3.3% during 2023, from $1M to $1M. Reported net income was -$48K.
How have Cline Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cline Financial Group LLC's sponsor-wide assets grew 13.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Salewa USA, LLC 401(k) Plan in CO ($1M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 452386802.

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.