401(k) · DOL Form 5500 · 2024

Potpourri Group, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
327
Participants Below avg headcount
78th
Percentile by assets National rank
$94,970
Avg per participant Below avg balance/head
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Official DOL plan name: Potpourri Group, Inc. 401(k) Retirement and Savings Plan · Sponsored by Potpourri Group, Inc. · Massachusetts · Retail Trade

$31M in assets, 327 participants

Potpourri Group, Inc.'s Potpourri Group, Inc. 401(k) Retirement and Savings Plan reported $31M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,967 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Potpourri Group, Inc. 401(k) Retirement and Savings Plan covers 327 participants in Massachusetts, about 50% of the average Massachusetts filer (state average ~659 per filing). Assets: $31M.

#6,967
in Retail Trade (8,048 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Potpourri Group, Inc. 401(k) Retirement and Savings Plan's outsized position by total assets

Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$31,055,260 Top 22% higher than 78% of 123,620 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 2024

Potpourri Group, Inc. 401(k) Retirement and Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Potpourri Group, Inc. 401(k) Retirement and Savings Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Potpourri Group, Inc. 401(k) Retirement and Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Potpourri Group, Inc. 401(k) Retirement and Savings Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Potpourri Group, Inc. 401(k) Retirement and Savings Plan reported participants fell from 336 in the plan year 2023 filing to 327 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522078918 · Potpourri Group, Inc. PY 2024 · 401(k)

Potpourri Group, Inc. 401(k) Retirement and Savings Plan · $31M · 327 · 78th

  • VS-ST $31M
  • VS-ST 327
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Remed Holdings, LLC and Affiliated Companies 401(k) Plan
  • VS-ST ind #6967

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 Retail Trade retirement plans → · Plans in Massachusetts →

Potpourri Group, Inc. 401(k) Retirement and Savings Plan in the asset neighbourhood

Potpourri Group, Inc. 401(k) Retirement and Savings PlanPotpourri Group, Inc. 401(k)…$31MRemed Holdings, LLC and Affiliated Companies 401(k) PlanRemed Holdings, LLC and Affi…$31MR&r Invest, Inc. Employees' Retirement Savings PlanR&r Invest, Inc. Employees' …$31MRonco Employees 401(k) Savings PlanRonco Employees 401(k) Savin…$31MBrowning 401(k) Savings Plan$31M
End-of-year total assets ($M) among Potpourri Group, Inc. 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN522078918
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potpourri Group, Inc.)

Sponsor-wide plan assets over time

All Potpourri Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 27.912012758884764% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.1M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 307 $24M
2023 1 336 $27M
2024 1 327 $31M

Nearby 401(k) Plans in Massachusetts

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

Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Potpourri Group, Inc. 401(k) Retirement and Savings Plan, Total assets ($B): 0.03105526 · Participants: 327Potpourri Group, Inc. 401(k) Retirement and Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Potpourri Group, Inc. 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Potpourri Group, Inc. 401(k) Retirement and Savings Plan side-by-side with 3 peers →

Potpourri Group, Inc. 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Remed Holdings, LLC and Affiliated Companies 401(k) Plan in PA ($31M); by covered participants it is Farmers Mutual 401(k) Savings Plan in NE (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Potpourri Group, Inc. 401(k) Retirement and Savings Plan assets move in 2024? ▼
Potpourri Group, Inc. 401(k) Retirement and Savings Plan grew at a solid clip - up 13.6% during 2024, from $27M to $31M. Reported net income was $4M.
How have Potpourri Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potpourri Group, Inc.'s sponsor-wide assets grew 27.9%, from $24M to $31M.
Where does Potpourri Group, Inc. 401(k) Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Potpourri Group, Inc. 401(k) Retirement and Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Potpourri Group, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Remed Holdings, LLC and Affiliated Companies 401(k) Plan in PA ($31M, 994 participants).
Which 401(k) plans cover a similar participant headcount to Potpourri Group, Inc. 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers Mutual 401(k) Savings Plan in NE (327 participants, $81M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522078918.

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.