401(k) · DOL Form 5500 · 2023

Creative Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
365
Participants Below avg headcount
56th
Percentile by assets National rank
$24,581
Avg per participant Low balance/head
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Official DOL plan name: Creative Asset Management, Inc. Retirement Plan · Sponsored by Creative Asset Management, Inc. · Georgia · Administrative & Support Services

$9M in assets, 365 participants

Creative Asset Management, Inc.'s Creative Asset Management, Inc. Retirement Plan reported $9M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,310 in Administrative & Support Services (4,372 peers)

Coverage in Georgia

Creative Asset Management, Inc. Retirement Plan covers 365 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#3,310
in Administrative & Support Services (4,372 peers)
+30.2%
assets growth YoY

Creative Asset Management, Inc. Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Creative Asset Management, Inc. Retirement Plan vs every filed plan by assets

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

$8,971,942 Top 44% higher than 56% 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

Creative Asset Management, Inc. Retirement 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. Creative Asset Management, Inc. Retirement Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Creative Asset Management, Inc. Retirement Plan reported net income rose from -$842K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Creative Asset Management, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Creative Asset Management, Inc. Retirement Plan reported participants rose from 334 in the plan year 2022 filing to 365 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582025951 · Creative Asset Management, Inc. PY 2023 · 401(k)

Creative Asset Management, Inc. Retirement Plan · $9M · 365 · 56th

  • BOY $9M
  • BOY 365
  • BOY 56th
  • BOY 401(k)
  • BOY near The L.C. Doane Company 401(k) Savings and Retirement Plan
  • BOY ind #3310

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Creative Asset Management, Inc. Retirement Plan in the asset neighbourhood

Creative Asset Management, Inc. Retirement PlanCreative Asset Management, I…$9MThe L.C. Doane Company 401(k) Savings and Retirement PlanThe L.C. Doane Company 401(k…$9MAt-Bay, Inc. 401(k) Plan$9MDynamis, Inc. 401(k) Plan$9MCcri 401(k) Retirement Plan$9M
End-of-year total assets ($M) among Creative Asset Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN582025951
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Asset Management, Inc.)

Sponsor-wide plan assets over time

All Creative Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 30.23591840431808% vs 2022
2023 filing year
$6M$7M$8M$9M$10M 20222023 $6.89M $8.97M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 334 $7M
2023 1 365 $9M

Nearby 401(k) Plans in Georgia

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

Creative Asset Management, Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Creative Asset Management, Inc. Retirement Plan, Total assets ($B): 0.008971942 · Participants: 365Creative Asset Management, Inc. Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Creative Asset Management, Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Creative Asset Management, Inc. Retirement Plan side-by-side with 3 peers →

Creative Asset Management, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The L.C. Doane Company 401(k) Savings and Retirement Plan in CT ($9M); by covered participants it is Allfirst, LLC 401(k) Plan in OK (365 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Creative Asset Management, Inc. Retirement Plan assets move in 2023? ▼
Creative Asset Management, Inc. Retirement Plan surged - up 30.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have Creative Asset Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Creative Asset Management, Inc.'s sponsor-wide assets grew 30.2%, from $7M to $9M.
Which 401(k) plans are similar in size to Creative Asset Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The L.C. Doane Company 401(k) Savings and Retirement Plan in CT ($9M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Creative Asset Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allfirst, LLC 401(k) Plan in OK (365 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 582025951.

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.