Other · DOL Form 5500 · 2022

Clausman & Associates, PC Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$787,230
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clausman & Associates Profit Sharing Plan · Sponsored by Clausman & Associates, PC · Indiana · Professional & Technical Services

$2M in assets, 2 participants

Clausman & Associates, PC's Clausman & Associates Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,764 in Professional & Technical Services (21,562 peers)

Clausman & Associates, PC multi-year trail

Clausman & Associates, PC's plans moved +100.5% in assets from 2022 to 2024; this filing shows Clausman & Associates Profit Sharing Plan at $2M / 2 participants.

#5,764
in Professional & Technical Services (21,562 peers)
-25.1%
assets change YoY

The plan reported a net loss of $528K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clausman & Associates Profit Sharing Plan among the smaller filed plans by assets

Clausman & Associates Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,574,459 30th percentile higher than 30% of 139,123 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 2022

Clausman & Associates Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clausman & Associates Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 352061934 · Clausman & Associates, PC PY 2022 · Other

Clausman & Associates Profit Sharing Plan · $2M · 2 · 30th

  • EOY $2M
  • 5500 2
  • ASSETS 30th
  • PCT Other
  • EIN near The Corporate Source, Inc. Pr 401(k) Plan
  • RANK ind #5764

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 Indiana →

Clausman & Associates Profit Sharing Plan in the asset neighbourhood

Clausman & Associates Profit Sharing PlanClausman & Associates Profit…$2MThe Corporate Source, Inc. Pr 401(k) PlanThe Corporate Source, Inc. P…$2MHarvard Street Neighborhood Health Center 403(b) PlanHarvard Street Neighborhood …$2MKuumba Community Health & Wellness Center, Inc.Kuumba Community Health & We…$2MDallas Retirement Village 403(b) Retirement PlanDallas Retirement Village 40…$2M
End-of-year total assets ($M) among Clausman & Associates Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Clausman & Associates, PC multi-year asset trail

Sponsor-wide plan assets over time

All Clausman & Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 100.49026363976452% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.57M $3.16M ▲ +101.3%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Clausman & Associates, PC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$528K
Employer EIN352061934
Plan Effective Date1992-12-22
Filing StatusFILING RECEIVED

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Clausman & Associates Profit Sharing Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Clausman & Associates Profit Sharing Plan, Total assets ($M): 1.574459 · Participants: 2Clausman & Associates Profit Sharing PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Clausman & Associates Profit Sharing Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Clausman & Associates Profit Sharing Plan side-by-side with 3 peers →

Clausman & Associates Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is The Corporate Source, Inc. Pr 401(k) Plan in NY ($2M); by covered participants it is Tax Sheltered Annuity Retirement Plan of Professional Development Institute in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Clausman & Associates Profit Sharing Plan assets move in 2022? ▼
Clausman & Associates Profit Sharing Plan declined sharply - down 25.1% during 2022, from $2M to $2M. Reported net income was -$528K.
How have Clausman & Associates, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clausman & Associates, PC's sponsor-wide assets grew 100.5%, from $2M to $3M.
Which Other plans are similar in size to Clausman & Associates Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is The Corporate Source, Inc. Pr 401(k) Plan in NY ($2M, 129 participants).
Which Other plans cover a similar participant headcount to Clausman & Associates Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Sheltered Annuity Retirement Plan of Professional Development Institute in TX (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352061934.

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.