401(k) · DOL Form 5500 · 2023

Clifton-Wallingtion Medical Group 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$357,343
Avg per participant High balance/head
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Official DOL plan name: Clifton-Wallington Medical Group, P.a. 401(k) Plan · Sponsored by Clifton-Wallingtion Medical Group · New Jersey · Healthcare & Social Assistance

$3M in assets, 9 participants

Clifton-Wallingtion Medical Group's Clifton-Wallington Medical Group, P.a. 401(k) Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,721 in Healthcare & Social Assistance (17,684 peers)

Clifton-Wallingtion Medical Group multi-year trail

Clifton-Wallingtion Medical Group's plans moved +18.2% in assets from 2022 to 2024; this filing shows Clifton-Wallington Medical Group, P.a. 401(k) Plan at $3M / 9 participants.

#6,721
in Healthcare & Social Assistance (17,684 peers)
+14.6%
assets growth YoY

Clifton-Wallington Medical Group, P.a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Clifton-Wallington Medical Group, P.a. 401(k) Plan vs every filed plan by assets

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

$3,216,091 37th percentile higher than 37% 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

Clifton-Wallington Medical Group, P.a. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clifton-Wallington Medical Group, P.a. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clifton-Wallington Medical Group, P.a. 401(k) Plan reported net income rose from -$391K in the plan year 2022 filing to $410K in the plan year 2023 filing.
  • Clifton-Wallington Medical Group, P.a. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134229293 · Clifton-Wallingtion Medical Group PY 2023 · 401(k)

Clifton-Wallington Medical Group, P.a. 401(k) Plan · $3M · 9 · 37th

  • IND $3M
  • IND 9
  • IND 37th
  • IND 401(k)
  • IND near Pack Edge, Inc. Employee Stock Ownership 401(k) Plan
  • IND ind #6721

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 New Jersey →

Clifton-Wallington Medical Group, P.a. 401(k) Plan in the asset neighbourhood

Clifton-Wallington Medical Group, P.a. 401(k) PlanClifton-Wallington Medical G…$3MPack Edge, Inc. Employee Stock Ownership 401(k) PlanPack Edge, Inc. Employee Sto…$3MThe Convention Center Authority of the Metropolitan Government of Nashville Davidson County Employees Savings TrustThe Convention Center Author…$3MVelvet Ice Cream Company, Inc. Retirement Savings PlanVelvet Ice Cream Company, In…$3MThe Nakamoto Group, Inc. 401(k) PlanThe Nakamoto Group, Inc. 401…$3M
End-of-year total assets ($M) among Clifton-Wallington Medical Group, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clifton-Wallingtion Medical Group multi-year asset trail

Sponsor-wide plan assets over time

All Clifton-Wallingtion Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.21325519031327% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.81M $3.32M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $3M
2024 1 8 $3M

Clifton-Wallingtion Medical Group filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$410K
Employer EIN134229293
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Clifton-Wallington Medical Group, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Clifton-Wallington Medical Group, P.a. 401(k) Plan, Total assets ($B): 0.003216091 · Participants: 9Clifton-Wallington Medical Group, P.a. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Clifton-Wallington Medical Group, P.a. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Clifton-Wallington Medical Group, P.a. 401(k) Plan side-by-side with 3 peers →

Clifton-Wallington Medical Group, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Pack Edge, Inc. Employee Stock Ownership 401(k) Plan in ME ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Clifton-Wallington Medical Group, P.a. 401(k) Plan assets move in 2023? ▼
Clifton-Wallington Medical Group, P.a. 401(k) Plan grew at a solid clip - up 14.6% during 2023, from $3M to $3M. Reported net income was $410K.
How have Clifton-Wallingtion Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clifton-Wallingtion Medical Group's sponsor-wide assets grew 18.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Clifton-Wallington Medical Group, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pack Edge, Inc. Employee Stock Ownership 401(k) Plan in ME ($3M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Clifton-Wallington Medical Group, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 134229293.

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.