401(k) · DOL Form 5500 · 2024

Clark Capital Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
140
Participants Small participant base
80th
Percentile by assets National rank
$251,688
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clark Capital Management Group, Inc. 401(k) Plan · Sponsored by Clark Capital Management Group, Inc. · Pennsylvania · Finance & Insurance

$35M in assets, 140 participants

Clark Capital Management Group, Inc.'s Clark Capital Management Group, Inc. 401(k) Plan reported $35M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,838 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Clark Capital Management Group, Inc. 401(k) Plan covers 140 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.

#5,838
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Clark Capital Management Group, Inc. 401(k) Plan's outsized position by total assets

Clark Capital Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$35,236,348 Top 20% higher than 80% 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

Clark Capital Management Group, Inc. 401(k) 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. Clark Capital Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clark Capital Management Group, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Clark Capital Management Group, Inc. 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Clark Capital Management Group, Inc. 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 140 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232420504 · Clark Capital Management Group, Inc. PY 2024 · 401(k)

Clark Capital Management Group, Inc. 401(k) Plan · $35M · 140 · 80th

  • EBSA $35M
  • PART 140
  • TYPE 80th
  • NET 401(k)
  • BOOK near York General Health Care Services 401(k) Profit Sharing Plan
  • VS-ST ind #5838

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 →

Clark Capital Management Group, Inc. 401(k) Plan in the asset neighbourhood

Clark Capital Management Group, Inc. 401(k) PlanClark Capital Management Gro…$35MYork General Health Care Services 401(k) Profit Sharing PlanYork General Health Care Ser…$35MAgilis Group, Inc. 401(k) Retirement Savings PlanAgilis Group, Inc. 401(k) Re…$35MConsarc Corp Profit Sharing TrustConsarc Corp Profit Sharing …$35MNissin Foods (U.S.a.) Co., Inc. Retirement and Savings PlanNissin Foods (U.S.a.) Co., I…$35M
End-of-year total assets ($M) among Clark Capital Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN232420504
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark Capital Management Group, Inc.)

Sponsor-wide plan assets over time

All Clark Capital Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 54.867489966741786% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.8M $35.2M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 121 $23M
2023 1 129 $30M
2024 1 140 $35M

Nearby 401(k) Plans in Pennsylvania

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

Clark Capital Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Clark Capital Management Group, Inc. 401(k) Plan, Total assets ($B): 0.035236348 · Participants: 140Clark Capital Management Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Clark Capital Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Clark Capital Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

Clark Capital Management Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is York General Health Care Services 401(k) Profit Sharing Plan in NE ($35M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Clark Capital Management Group, Inc. 401(k) Plan assets move in 2024? ▼
Clark Capital Management Group, Inc. 401(k) Plan grew sharply - up 16.7% during 2024, from $30M to $35M. Reported net income was $5M.
How have Clark Capital Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clark Capital Management Group, Inc.'s sponsor-wide assets grew 54.9%, from $23M to $35M.
Where does Clark Capital Management Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Clark Capital Management Group, Inc. 401(k) Plan ranks in the 80th 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 Clark Capital Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is York General Health Care Services 401(k) Profit Sharing Plan in NE ($35M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Clark Capital Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 participants, N/A 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 232420504.

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.