401(k) · DOL Form 5500 · 2023

Clendenin Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
138
Participants Small participant base
77th
Percentile by assets National rank
$192,591
Avg per participant Above avg balance/head
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Official DOL plan name: The Employees Retirement and Section 401(k) Plan and Trust · Sponsored by Clendenin Brothers, Inc. · Maryland · Manufacturing

$27M in assets, 138 participants

Clendenin Brothers, Inc.'s The Employees Retirement and Section 401(k) Plan and Trust reported $27M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,848 in Manufacturing (18,722 peers)

Coverage in Maryland

The Employees Retirement and Section 401(k) Plan and Trust covers 138 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $27M.

#12,848
in Manufacturing (18,722 peers)
+8.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Employees Retirement and Section 401(k) Plan and Trust's outsized position by total assets

The Employees Retirement and Section 401(k) Plan and Trust vs every filed plan by assets

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

$26,577,533 Top 23% higher than 77% 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

The Employees Retirement and Section 401(k) Plan and Trust 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. The Employees Retirement and Section 401(k) Plan and Trust sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Employees Retirement and Section 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Employees Retirement and Section 401(k) Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • The Employees Retirement and Section 401(k) Plan and Trust reported participants fell from 146 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520274470 · Clendenin Brothers, Inc. PY 2023 · 401(k)

The Employees Retirement and Section 401(k) Plan and Trust · $27M · 138 · 77th

  • BOOK $27M
  • BOOK 138
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Exfo USA 401(k) Plan
  • BOOK ind #12848

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 Manufacturing retirement plans → · Plans in Maryland →

The Employees Retirement and Section 401(k) Plan and Trust in the asset neighbourhood

The Employees Retirement and Section 401(k) Plan and TrustThe Employees Retirement and…$27MExfo USA 401(k) Plan$27MShipley Energy 401(k) Retirement PlanShipley Energy 401(k) Retire…$27MSouthern First Bank 401(k) PlanSouthern First Bank 401(k) P…$27MBcci 401(k) Profit Sharing PlanBcci 401(k) Profit Sharing P…$27M
End-of-year total assets ($M) among The Employees Retirement and Section 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN520274470
Plan Effective Date1970-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Clendenin Brothers, Inc.)

Sponsor-wide plan assets over time

All Clendenin Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 12.359305806185482% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $30M $33.7M ▲ +12.4%
Year Plans Participants Total Assets
2022 3 256 $30M
2023 3 258 $32M
2024 3 215 $34M

Nearby 401(k) Plans in Maryland

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

The Employees Retirement and Section 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Employees Retirement and Section 401(k) Plan and Trust, Total assets ($B): 0.026577533 · Participants: 138The Employees Retirement and Section 401(k) Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
The Employees Retirement and Section 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare The Employees Retirement and Section 401(k) Plan and Trust side-by-side with 3 peers →

The Employees Retirement and Section 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Exfo USA 401(k) Plan in TX ($27M); 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 ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 The Employees Retirement and Section 401(k) Plan and Trust assets move in 2023? ▼
The Employees Retirement and Section 401(k) Plan and Trust grew at a solid clip - up 8.2% during 2023, from $25M to $27M. Reported net income was $2M.
How have Clendenin Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clendenin Brothers, Inc.'s sponsor-wide assets grew 12.4%, from $30M to $34M.
Where does The Employees Retirement and Section 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
The Employees Retirement and Section 401(k) Plan and Trust ranks in the 77th 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 The Employees Retirement and Section 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Exfo USA 401(k) Plan in TX ($27M, 119 participants).
Which 401(k) plans cover a similar participant headcount to The Employees Retirement and Section 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 520274470.

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.