401(k) · DOL Form 5500 · 2023

Potomac Case Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
93
Participants Small participant base
30th
Percentile by assets National rank
$20,677
Avg per participant Low balance/head
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Official DOL plan name: Potomac Case Management Services, Inc. 401(k) Plan · Sponsored by Potomac Case Management Services, Inc. · Maryland · Healthcare & Social Assistance

$2M in assets, 93 participants

Potomac Case Management Services, Inc.'s Potomac Case Management Services, Inc. 401(k) Plan reported $2M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,035 in Healthcare & Social Assistance (17,684 peers)

Potomac Case Management Services, Inc. multi-year trail

Potomac Case Management Services, Inc.'s plans moved +27.9% in assets from 2022 to 2023; this filing shows Potomac Case Management Services, Inc. 401(k) Plan at $2M / 93 participants.

#5,035
in Healthcare & Social Assistance (17,684 peers)
+27.9%
assets growth YoY

Potomac Case Management Services, Inc. 401(k) Plan among the smaller filed plans by assets

Potomac Case Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$1,922,980 30th percentile higher than 30% 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

Potomac Case Management Services, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Potomac Case Management Services, Inc. 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Potomac Case Management Services, Inc. 401(k) Plan reported net income rose from -$125K in the plan year 2022 filing to $419K in the plan year 2023 filing.
  • Potomac Case Management Services, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Potomac Case Management Services, Inc. 401(k) Plan reported participants rose from 83 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522118801 · Potomac Case Management Services, Inc. PY 2023 · 401(k)

Potomac Case Management Services, Inc. 401(k) Plan · $2M · 93 · 30th

  • ASSETS $2M
  • PCT 93
  • EIN 30th
  • RANK 401(k)
  • PHOTO near Vivitec, Inc. Retirement Plan
  • IND ind #5035

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Potomac Case Management Services, Inc. 401(k) Plan in the asset neighbourhood

Potomac Case Management Services, Inc. 401(k) PlanPotomac Case Management Serv…$2MVivitec, Inc. Retirement Plan$2MFloyd's 99 Barbershop 401(k) PlanFloyd's 99 Barbershop 401(k)…$2MJad Construction, Inc. 401(k) Savings PlanJad Construction, Inc. 401(k…$2MPrudential Lighting Union PlanPrudential Lighting Union Pl…$2M
End-of-year total assets ($M) among Potomac Case Management Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Potomac Case Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Potomac Case Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.8596680667324% vs 2022
2023 filing year
$1.4M$1.6M$1.8M$2M 20222023 $1.5M $1.92M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 83 $2M
2023 1 93 $2M

Potomac Case Management Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$419K
Employer EIN522118801
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Potomac Case Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Potomac Case Management Services, Inc. 401(k) Plan, Total assets ($B): 0.00192298 · Participants: 93Potomac Case Management Services, Inc. 401(k) PlanLockheed 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
Potomac Case Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Potomac Case Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

Potomac Case Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Vivitec, Inc. Retirement Plan in KY ($2M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Potomac Case Management Services, Inc. 401(k) Plan assets move in 2023? ▼
Potomac Case Management Services, Inc. 401(k) Plan grew sharply - up 27.9% during 2023, from $2M to $2M. Reported net income was $419K.
How have Potomac Case Management Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Potomac Case Management Services, Inc.'s sponsor-wide assets grew 27.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Potomac Case Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vivitec, Inc. Retirement Plan in KY ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Potomac Case Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants, N/A 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 522118801.

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.