401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$108M
Total assets Near avg plan size
382
Participants Below avg headcount
91st
Percentile by assets National rank
$281,581
Avg per participant High 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

$108M in assets, 382 participants

Clarkston-Potomac Group, Inc.'s Clarkston-Potomac Group, Inc. 401(k) Plan & Trust reported $108M in total assets and 382 participants in its 2024 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.

  • #18,578 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust covers 382 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $108M.

#18,578
in Professional & Technical Services (20,173 peers)
+17.4%
assets growth YoY
1.1×
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 2024 · DOL Form 5500

$107,563,964 Top 9% higher than 91% 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

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust 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. Clarkston-Potomac Group, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clarkston-Potomac Group, Inc. 401(k) Plan & Trust end-of-year assets rose from $92M in the plan year 2023 filing to $108M in the plan year 2024 filing.
  • Clarkston-Potomac Group, Inc. 401(k) Plan & Trust reported net income fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Clarkston-Potomac Group, Inc. 401(k) Plan & Trust reported participants fell from 402 in the plan year 2023 filing to 382 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541606655 · Clarkston-Potomac Group, Inc. PY 2024 · 401(k)

Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · $108M · 382 · 91st

  • PART $108M
  • TYPE 382
  • NET 91st
  • BOOK 401(k)
  • VS-ST near Fgi Group 401(k) Plan
  • BOY ind #18578

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

Fabian Van Cott Retirement Plan & TrustFabian Van Cott Retirement P…$108MClarkston-Potomac Group, Inc. 401(k) Plan & TrustClarkston-Potomac Group, Inc…$108MFgi Group 401(k) Plan$108MAutomationdirect.Com 401(k) PlanAutomationdirect.Com 401(k) …$108MZiegler 401(k) Retirement PlanZiegler 401(k) Retirement Pl…$108M
End-of-year total assets ($M) among Clarkston-Potomac Group, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$108M
Net Income$16M
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 -20020406080 Total assets ($B) Participants Clarkston-Potomac Group, Inc. 401(k) Plan & Trust, Total assets ($B): 0.107563964 · Participants: 382Clarkston-Potomac Group, Inc. 401(k) Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) 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 Fgi Group 401(k) Plan in TX ($108M); by covered participants it is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Clarkston-Potomac Group, Inc. 401(k) Plan & Trust assets move in 2024? ▼
Clarkston-Potomac Group, Inc. 401(k) Plan & Trust grew sharply - up 17.4% during 2024, from $92M to $108M. Reported net income was $16M.
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 123,622 plans that reported assets for plan year 2024 (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 Fgi Group 401(k) Plan in TX ($108M, 464 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 United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 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 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.