401(k) · DOL Form 5500 · 2023

Clarkston-Potomac Group, Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
402
Participants Below avg headcount
91st
Percentile by assets National rank
$227,820
Avg per participant Above avg balance/head
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Official DOL plan name: Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · Sponsored by Clarkston-Potomac Group, Inc. · North Carolina · Professional & Technical Services

$92M in assets, 402 participants

Clarkston-Potomac Group, Inc.'s Clarkston-Potomac Group, Inc. 401(k) Plan & Trust reported $92M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,667 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust covers 402 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $92M.

#18,667
in Professional & Technical Services (20,321 peers)
+25.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust's outsized position by total assets

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$91,583,508 Top 9% higher than 91% 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

Clarkston-Potomac Group, Inc. 401(k) Plan & 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. Clarkston-Potomac Group, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clarkston-Potomac Group, Inc. 401(k) Plan & Trust reported net income rose from -$12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Clarkston-Potomac Group, Inc. 401(k) Plan & Trust end-of-year assets rose from $73M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Clarkston-Potomac Group, Inc. 401(k) Plan & Trust reported participants rose from 333 in the plan year 2022 filing to 402 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541606655 · Clarkston-Potomac Group, Inc. PY 2023 · 401(k)

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · $92M · 402 · 91st

  • EOY $92M
  • 5500 402
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Providence Medical Group, Northern California 401(k) Profit Sharing Plan
  • RANK ind #18667

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 North Carolina →

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust in the asset neighbourhood

Moses & Singer LLP Plan for Savings and InvestmentMoses & Singer LLP Plan for …$92MClarkston-Potomac Group, Inc. 401(k) Plan & TrustClarkston-Potomac Group, Inc…$92MProvidence Medical Group, Northern California 401(k) Profit Sharing PlanProvidence Medical Group, No…$92MHarley Ellis Devereaux Employees' Savings PlanHarley Ellis Devereaux Emplo…$92MWorld Insurance Associates LLC Retirement TrustWorld Insurance Associates L…$92M
End-of-year total assets ($M) among Clarkston-Potomac Group, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$92M
Net Income$18M
Employer EIN541606655
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarkston-Potomac Group, Inc.)

Sponsor-wide plan assets over time

All Clarkston-Potomac Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 47.12726948033598% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $73.1M $108M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 333 $73M
2023 1 402 $92M
2024 1 382 $108M

Nearby 401(k) Plans in North Carolina

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

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Clarkston-Potomac Group, Inc. 401(k) Plan & Trust, Total assets ($B): 0.091583508 · Participants: 402Clarkston-Potomac Group, Inc. 401(k) Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Clarkston-Potomac Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Clarkston-Potomac Group, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Providence Medical Group, Northern California 401(k) Profit Sharing Plan in CA ($92M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Clarkston-Potomac Group, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Clarkston-Potomac Group, Inc. 401(k) Plan & Trust grew sharply - up 25.3% during 2023, from $73M to $92M. Reported net income was $18M.
How have Clarkston-Potomac Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarkston-Potomac Group, Inc.'s sponsor-wide assets grew 47.1%, from $73M to $108M.
Where does Clarkston-Potomac Group, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Clarkston-Potomac Group, Inc. 401(k) Plan & Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Clarkston-Potomac Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Providence Medical Group, Northern California 401(k) Profit Sharing Plan in CA ($92M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Clarkston-Potomac Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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 541606655.

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.