401(k) · DOL Form 5500 · 2022

Clutterbuck Capital Management L.L.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
44th
Percentile by assets National rank
$719,578
Avg per participant High balance/head
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Official DOL plan name: Clutterbuck Capital Management L.L.C. 401(k) Plan · Sponsored by Clutterbuck Capital Management L.L.C. · Ohio · Finance & Insurance

$4M in assets, 5 participants

Clutterbuck Capital Management L.L.C.'s Clutterbuck Capital Management L.L.C. 401(k) Plan reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,765 in Finance & Insurance (9,261 peers)

Clutterbuck Capital Management L.L.C. multi-year trail

Clutterbuck Capital Management L.L.C.'s plans moved +11.3% in assets from 2022 to 2023; this filing shows Clutterbuck Capital Management L.L.C. 401(k) Plan at $4M / 5 participants.

#2,765
in Finance & Insurance (9,261 peers)
-8.0%
assets change YoY

The plan reported a net loss of $312K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clutterbuck Capital Management L.L.C. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Clutterbuck Capital Management L.L.C. 401(k) Plan vs every filed plan by assets

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

$3,597,888 44th percentile higher than 44% 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

Clutterbuck Capital Management L.L.C. 401(k) 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. Clutterbuck Capital Management L.L.C. 401(k) Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 204455584 · Clutterbuck Capital Management L.L.C. PY 2022 · 401(k)

Clutterbuck Capital Management L.L.C. 401(k) Plan · $4M · 5 · 44th

  • EOY $4M
  • 5500 5
  • ASSETS 44th
  • PCT 401(k)
  • EIN near Innovative Mechanical, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2765

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 →

Clutterbuck Capital Management L.L.C. 401(k) Plan in the asset neighbourhood

Clutterbuck Capital Management L.L.C. 401(k) PlanClutterbuck Capital Manageme…$4MInnovative Mechanical, Inc. 401(k) Profit Sharing PlanInnovative Mechanical, Inc. …$4MTop Notch Fence 401(k)$4MSummit 7 Systems 401(k) Plan$4MRotorcraft Services Group 401(k) PlanRotorcraft Services Group 40…$4M
End-of-year total assets ($M) among Clutterbuck Capital Management L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Clutterbuck Capital Management L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Clutterbuck Capital Management L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.333037604283403% vs 2022
2023 filing year
$3.4M$3.6M$3.8M$4M$4.2M 20222023 $3.6M $4.01M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $4M

Clutterbuck Capital Management L.L.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$312K
Employer EIN204455584
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Clutterbuck Capital Management L.L.C. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Clutterbuck Capital Management L.L.C. 401(k) Plan, Total assets ($B): 0.003597888 · Participants: 5Clutterbuck Capital Management L.L.C. 401(k) 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
Clutterbuck Capital Management L.L.C. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Clutterbuck Capital Management L.L.C. 401(k) Plan side-by-side with 3 peers →

Clutterbuck Capital Management L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Innovative Mechanical, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Clutterbuck Capital Management L.L.C. 401(k) Plan assets move in 2022? ▼
Clutterbuck Capital Management L.L.C. 401(k) Plan pulled back noticeably - down 8.0% during 2022, from $4M to $4M. Reported net income was -$312K.
How have Clutterbuck Capital Management L.L.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Clutterbuck Capital Management L.L.C.'s sponsor-wide assets grew 11.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Clutterbuck Capital Management L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovative Mechanical, Inc. 401(k) Profit Sharing Plan in CA ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Clutterbuck Capital Management L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 204455584.

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.