401(k) · DOL Form 5500 · 2024
Cline Financial Group LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $164,583
- Avg per participant Above avg balance/head
Official DOL plan name: Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Cline Financial Group LLC · Pennsylvania · Finance & Insurance
$2M in assets, 10 participants
Cline Financial Group LLC's Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #1,446 in Finance & Insurance (8,549 peers)
Cline Financial Group LLC multi-year trail
Cline Financial Group LLC's plans moved +13.8% in assets from 2022 to 2024; this filing shows Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust at $2M / 10 participants.
- #1,446
- in Finance & Insurance (8,549 peers)
- +17.7%
- assets growth YoY
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,645,827 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$48K in the plan year 2023 filing to $248K in the plan year 2024 filing.
- Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 452386802 · Cline Financial Group LLC PY 2024 · 401(k)
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust · $2M · 10 · 27th
- PART $2M
- PART 10
- PART 27th
- PART 401(k)
- PART near Dupre Brothers Construction Company, Inc. 401(k) and Profit Sharing Plan
- PART ind #1446
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Cline Financial Group LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cline Financial Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 13.826064344075789% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $1M |
| 2023 | 1 | 10 | $1M |
| 2024 | 1 | 10 | $2M |
Cline Financial Group LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $248K |
| Employer EIN | 452386802 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Cline Financial Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Dupre Brothers Construction Company, Inc. 401(k) and Profit Sharing Plan in LA ($2M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 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 (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.