401(k) · DOL Form 5500 · 2023
Clark Dietz, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $224,159
- Avg per participant Above avg balance/head
Official DOL plan name: Clark Dietz, Inc. Employees 401(k) Plan · Sponsored by Clark Dietz, Inc. · Illinois · Professional & Technical Services
$31M in assets, 138 participants
Clark Dietz, Inc.'s Clark Dietz, Inc. Employees 401(k) Plan reported $31M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,299 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Clark Dietz, Inc. Employees 401(k) Plan covers 138 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $31M.
- #16,299
- in Professional & Technical Services (20,321 peers)
- +12.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Clark Dietz, Inc. Employees 401(k) Plan's outsized position by total assets
Clark Dietz, Inc. Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,933,909 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Clark Dietz, Inc. Employees 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. Clark Dietz, Inc. Employees 401(k) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clark Dietz, Inc. Employees 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Clark Dietz, Inc. Employees 401(k) Plan reported participants rose from 117 in the plan year 2022 filing to 138 in the plan year 2023 filing.
- Clark Dietz, Inc. Employees 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
DOL schedule card
Filing strip 371212051 · Clark Dietz, Inc. PY 2023 · 401(k)
Clark Dietz, Inc. Employees 401(k) Plan · $31M · 138 · 80th
- EBSA $31M
- EBSA 138
- EBSA 80th
- EBSA 401(k)
- EBSA near Smolin, Lupin & Co. Savings and Investment Plan
- EBSA ind #16299
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 →
Clark Dietz, Inc. Employees 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $3M |
| Employer EIN | 371212051 |
| Plan Effective Date | 1987-02-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clark Dietz, Inc.)
Sponsor-wide plan assets over time
All Clark Dietz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 38.52172849048161% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 223 | $34M |
| 2023 | 2 | 278 | $40M |
| 2024 | 2 | 335 | $47M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Clark Dietz, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Smolin, Lupin & Co. Savings and Investment Plan in NJ ($31M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Smolin, Lupin & Co. Savings and Investment Plan (NJ) $31M · 113
- Krohn Clinic, Ltd. 401(k) Profit Sharing Plan (WI) $31M · 82
- Fabiano Brothers, Inc. 401(k) Plan (MI) $31M · 243
- Andy Mohr Automotive 401(k) Plan (IN) $31M · 726
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Pmt Group, Inc. Profit Sharing 401(k) Plan (CT) 138 · 0 off
- Continental Floral 401(k) Plan (WA) 138 · 0 off
- Shaw Electric, Inc. Retirement Savings Plan (IA) 138 · 0 off
- Warco Retirement Plan (NC) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.