401(k) · DOL Form 5500 · 2022

Clarity Management, LP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
8
Participants Small participant base
64th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Clarity Management, LP 401(k) and Profit Sharing Plan · Sponsored by Clarity Management, LP · California · Finance & Insurance

$10M in assets, 8 participants

Clarity Management, LP's Clarity Management, LP 401(k) and Profit Sharing Plan reported $10M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,418 in Finance & Insurance (9,261 peers)

Clarity Management, LP multi-year trail

Clarity Management, LP's plans moved +60.2% in assets from 2022 to 2024; this filing shows Clarity Management, LP 401(k) and Profit Sharing Plan at $10M / 8 participants.

#4,418
in Finance & Insurance (9,261 peers)
-23.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clarity Management, LP 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Clarity Management, LP 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,719,978 Top 36% higher than 64% 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

Clarity Management, LP 401(k) and 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. Clarity Management, LP 401(k) and Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 954818885 · Clarity Management, LP PY 2022 · 401(k)

Clarity Management, LP 401(k) and Profit Sharing Plan · $10M · 8 · 64th

  • BOOK $10M
  • BOOK 8
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Spectrum Retirement Communities 401(k) Plan
  • BOOK ind #4418

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 California →

Clarity Management, LP 401(k) and Profit Sharing Plan in the asset neighbourhood

Clarity Management, LP 401(k) and Profit Sharing PlanClarity Management, LP 401(k…$10MSpectrum Retirement Communities 401(k) PlanSpectrum Retirement Communit…$10MReid Outpatient Surgery and Endoscopy 401(k) PlanReid Outpatient Surgery and …$10MAlec 401(k) Retirement Plan$10MTrellance, Inc. 401(k) Profit Sharing PlanTrellance, Inc. 401(k) Profi…$10M
End-of-year total assets ($M) among Clarity Management, LP 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Clarity Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Clarity Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 60.24345939877642% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.72M $15.6M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 8 $10M
2023 1 8 $13M
2024 1 8 $16M

Clarity Management, LP filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN954818885
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clarity Management, LP 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clarity Management, LP 401(k) and Profit Sharing Plan, Total assets ($B): 0.009719978 · Participants: 8Clarity Management, LP 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Clarity Management, LP 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Clarity Management, LP 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Spectrum Retirement Communities 401(k) Plan in CO ($10M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Clarity Management, LP 401(k) and Profit Sharing Plan assets move in 2022?
Clarity Management, LP 401(k) and Profit Sharing Plan declined sharply - down 23.7% during 2022, from $13M to $10M. Reported net income was -$3M.
How have Clarity Management, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Clarity Management, LP's sponsor-wide assets grew 60.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Clarity Management, LP 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Spectrum Retirement Communities 401(k) Plan in CO ($10M, 1,501 participants).
Which 401(k) plans cover a similar participant headcount to Clarity Management, LP 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).