401(k) · DOL Form 5500 · 2023

Clinical Supplies Management 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
188
Participants Below avg headcount
44th
Percentile by assets National rank
$25,637
Avg per participant Low balance/head
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Official DOL plan name: Clinical Supplies Management Holdings, Inc. 401(k) Plan · Sponsored by Clinical Supplies Management · Pennsylvania · Other Services

$5M in assets, 188 participants

Clinical Supplies Management's Clinical Supplies Management Holdings, Inc. 401(k) Plan reported $5M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,139 in Other Services (7,857 peers)

Coverage in Pennsylvania

Clinical Supplies Management Holdings, Inc. 401(k) Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#5,139
in Other Services (7,857 peers)
+45.4%
assets growth YoY

Clinical Supplies Management Holdings, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Clinical Supplies Management Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$4,819,819 44th percentile higher than 44% 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

Clinical Supplies Management Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clinical Supplies Management Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clinical Supplies Management Holdings, Inc. 401(k) Plan reported net income rose from -$366K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Clinical Supplies Management Holdings, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Clinical Supplies Management Holdings, Inc. 401(k) Plan reported participants rose from 146 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 814016259 · Clinical Supplies Management PY 2023 · 401(k)

Clinical Supplies Management Holdings, Inc. 401(k) Plan · $5M · 188 · 44th

  • BOY $5M
  • BOY 188
  • BOY 44th
  • BOY 401(k)
  • BOY near Aesop Intermediate, LLC 401(k) Plan
  • BOY ind #5139

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 Other Services retirement plans → · Plans in Pennsylvania →

Clinical Supplies Management Holdings, Inc. 401(k) Plan in the asset neighbourhood

Clinical Supplies Management Holdings, Inc. 401(k) PlanClinical Supplies Management…$5MAesop Intermediate, LLC 401(k) PlanAesop Intermediate, LLC 401(…$5MRetirement Income Security Plan-Laritech, Inc.Retirement Income Security P…$5MEmbassy Healthcare Management, Inc. Savings & Investment PlanEmbassy Healthcare Managemen…$5MAnthos Management LP 401(k) Profit Sharing Plan & TrustAnthos Management LP 401(k) …$5M
End-of-year total assets ($M) among Clinical Supplies Management Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN814016259
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinical Supplies Management)

Sponsor-wide plan assets over time

All Clinical Supplies Management plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.88887071606202% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.31M $4.87M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 146 $3M
2023 1 188 $5M
2024 1 149 $5M

Nearby 401(k) Plans in Pennsylvania

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

Clinical Supplies Management Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Clinical Supplies Management Holdings, Inc. 401(k) Plan, Total assets ($B): 0.004819819 · Participants: 188Clinical Supplies Management Holdings, Inc. 401(k) PlanComcast 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
Clinical Supplies Management Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Clinical Supplies Management Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Clinical Supplies Management Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aesop Intermediate, LLC 401(k) Plan in MO ($5M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Clinical Supplies Management Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Clinical Supplies Management Holdings, Inc. 401(k) Plan surged - up 45.4% during 2023, from $3M to $5M. Reported net income was $1M.
How have Clinical Supplies Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinical Supplies Management's sponsor-wide assets grew 46.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Clinical Supplies Management Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aesop Intermediate, LLC 401(k) Plan in MO ($5M, 616 participants).
Which 401(k) plans cover a similar participant headcount to Clinical Supplies Management Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 814016259.

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.