401(k) · DOL Form 5500 · 2022

Clearstead Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
98
Participants Small participant base
74th
Percentile by assets National rank
$166,499
Avg per participant Above avg balance/head
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Official DOL plan name: Clearstead Advisors 401(k) Retirement Plan · Sponsored by Clearstead Advisors, LLC · Ohio · Finance & Insurance

$16M in assets, 98 participants

Clearstead Advisors, LLC's Clearstead Advisors 401(k) Retirement Plan reported $16M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,501 in Finance & Insurance (9,261 peers)

Clearstead Advisors, LLC multi-year trail

Clearstead Advisors, LLC's plans moved +117.5% in assets from 2022 to 2024; this filing shows Clearstead Advisors 401(k) Retirement Plan at $16M / 98 participants.

#5,501
in Finance & Insurance (9,261 peers)
-14.5%
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.

Clearstead Advisors 401(k) Retirement Plan's outsized position by total assets

Clearstead Advisors 401(k) Retirement Plan vs every filed plan by assets

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

$16,316,939 Top 26% higher than 74% 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

Clearstead Advisors 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clearstead Advisors 401(k) Retirement Plan is a small filing (98 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 341597728 · Clearstead Advisors, LLC PY 2022 · 401(k)

Clearstead Advisors 401(k) Retirement Plan · $16M · 98 · 74th

  • BOY $16M
  • BOY 98
  • BOY 74th
  • BOY 401(k)
  • BOY near Betz Industries, Inc. Retirement Savings Plan
  • BOY ind #5501

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 Ohio →

Clearstead Advisors 401(k) Retirement Plan in the asset neighbourhood

Clearstead Advisors 401(k) Retirement PlanClearstead Advisors 401(k) R…$16MBetz Industries, Inc. Retirement Savings PlanBetz Industries, Inc. Retire…$16MSouthworth International Group, Inc. 401(k)Southworth International Gro…$16MSurgical Referral Services, Ltd. 401(k) Profit Sharing PlanSurgical Referral Services, …$16MDe Dietrich Process Systems, Inc. Savings PlanDe Dietrich Process Systems,…$16M
End-of-year total assets ($M) among Clearstead Advisors 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Clearstead Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Clearstead Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 117.45265456958562% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $16.3M $35.5M ▲ +117.4%
Year Plans Participants Total Assets
2022 1 98 $16M
2023 1 113 $24M
2024 1 144 $35M

Clearstead Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN341597728
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Clearstead Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Clearstead Advisors 401(k) Retirement Plan, Total assets ($B): 0.016316939 · Participants: 98Clearstead Advisors 401(k) Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Clearstead Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Clearstead Advisors 401(k) Retirement Plan side-by-side with 3 peers →

Clearstead Advisors 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Betz Industries, Inc. Retirement Savings Plan in MI ($16M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Clearstead Advisors 401(k) Retirement Plan assets move in 2022? ▼
Clearstead Advisors 401(k) Retirement Plan pulled back noticeably - down 14.5% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Clearstead Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearstead Advisors, LLC's sponsor-wide assets grew 117.5%, from $16M to $35M.
Which 401(k) plans are similar in size to Clearstead Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Betz Industries, Inc. Retirement Savings Plan in MI ($16M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Clearstead Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 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 341597728.

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.