401(k) · DOL Form 5500 · 2023

Potpourri Group, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
336
Participants Below avg headcount
78th
Percentile by assets National rank
$81,387
Avg per participant Below avg balance/head
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Official DOL plan name: Potpourri Group, Inc. 401(k) Retirement and Savings Plan · Sponsored by Potpourri Group, Inc. · Massachusetts · Retail Trade

$27M in assets, 336 participants

Potpourri Group, Inc.'s Potpourri Group, Inc. 401(k) Retirement and Savings Plan reported $27M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,282 in Retail Trade (8,414 peers)

Where Potpourri Group, Inc. 401(k) Retirement and Savings Plan sits by assets

Potpourri Group, Inc. 401(k) Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $27M for 336 participants (~$81,387/participant), up 12.6% in 2023.

#7,282
in Retail Trade (8,414 peers)
+12.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Potpourri Group, Inc. 401(k) Retirement and Savings Plan's outsized position by total assets

Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs every filed plan by assets

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

$27,345,889 Top 22% higher than 78% 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

Potpourri Group, Inc. 401(k) Retirement and Savings 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. Potpourri Group, Inc. 401(k) Retirement and Savings Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Potpourri Group, Inc. 401(k) Retirement and Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Potpourri Group, Inc. 401(k) Retirement and Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Potpourri Group, Inc. 401(k) Retirement and Savings Plan reported participants rose from 307 in the plan year 2022 filing to 336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522078918 · Potpourri Group, Inc. PY 2023 · 401(k)

Potpourri Group, Inc. 401(k) Retirement and Savings Plan · $27M · 336 · 78th

  • TYPE $27M
  • TYPE 336
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Connecticut Eye Consultants PC 401(k) Profit Sharing Plan & Trust
  • TYPE ind #7282

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 Retail Trade retirement plans → · Plans in Massachusetts →

Potpourri Group, Inc. 401(k) Retirement and Savings Plan in the asset neighbourhood

Potpourri Group, Inc. 401(k) Retirement and Savings PlanPotpourri Group, Inc. 401(k)…$27MLinc Systems 401(k) Plan$27MConnecticut Eye Consultants PC 401(k) Profit Sharing Plan & TrustConnecticut Eye Consultants …$27MEvansville Surgical Associates, Inc. Profit Sharing/Savings Retirement PlanEvansville Surgical Associat…$27MNorthwest Oncology & Hematology, S. C. Profit Sharing 401(k) PlanNorthwest Oncology & Hematol…$27M
End-of-year total assets ($M) among Potpourri Group, Inc. 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN522078918
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potpourri Group, Inc.)

Sponsor-wide plan assets over time

All Potpourri Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 27.912012758884764% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.1M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 307 $24M
2023 1 336 $27M
2024 1 327 $31M

Nearby 401(k) Plans in Massachusetts

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

Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Potpourri Group, Inc. 401(k) Retirement and Savings Plan, Total assets ($B): 0.027345889 · Participants: 336Potpourri Group, Inc. 401(k) Retirement and Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Potpourri Group, Inc. 401(k) Retirement and Savings Plan side-by-side with 3 peers →

Potpourri Group, Inc. 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Connecticut Eye Consultants PC 401(k) Profit Sharing Plan & Trust in CT ($27M); by covered participants it is Brownells, Inc. 401(k) Plan in IA (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Potpourri Group, Inc. 401(k) Retirement and Savings Plan assets move in 2023? ▼
Potpourri Group, Inc. 401(k) Retirement and Savings Plan grew at a solid clip - up 12.6% during 2023, from $24M to $27M. Reported net income was $3M.
How have Potpourri Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potpourri Group, Inc.'s sponsor-wide assets grew 27.9%, from $24M to $31M.
Where does Potpourri Group, Inc. 401(k) Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Potpourri Group, Inc. 401(k) Retirement and Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Potpourri Group, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connecticut Eye Consultants PC 401(k) Profit Sharing Plan & Trust in CT ($27M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Potpourri Group, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brownells, Inc. 401(k) Plan in IA (336 participants, $23M 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 522078918.

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.