401(k) · DOL Form 5500 · 2022
Clarion Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 391
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $313,275
- Avg per participant High balance/head
Official DOL plan name: Clarion Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Clarion Partners, LLC · New York · Real Estate
$122M in assets, 391 participants
Clarion Partners, LLC's Clarion Partners, LLC 401(k) Profit Sharing Plan reported $122M in total assets and 391 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #4,983 in Real Estate (5,057 peers)
Coverage in New York
Clarion Partners, LLC 401(k) Profit Sharing Plan covers 391 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $122M.
- #4,983
- in Real Estate (5,057 peers)
- -23.4%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Clarion Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Clarion Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$122,490,546 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Clarion Partners, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clarion Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (391 participants).
Form 5500 schedule snapshot
Filing strip 133379970 · Clarion Partners, LLC PY 2022 · 401(k)
Clarion Partners, LLC 401(k) Profit Sharing Plan · $122M · 391 · 94th
- ASSETS $122M
- ASSETS 391
- ASSETS 94th
- ASSETS 401(k)
- ASSETS near Northshore Mining Company and Silver Bay Power Company Retirement Savings Plan
- ASSETS ind #4983
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 Real Estate retirement plans → · Plans in New York →
Clarion Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $160M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$37M |
| Employer EIN | 133379970 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clarion Partners, LLC)
Sponsor-wide plan assets over time
All Clarion Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 36.136087596507245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 391 | $122M |
| 2023 | 1 | 334 | $149M |
| 2024 | 1 | 339 | $167M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Clarion Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Northshore Mining Company and Silver Bay Power Company Retirement Savings Plan in OH ($122M); by covered participants it is Koroseal Interior Products Retirement Savings Plan and Trust in OH (391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Northshore Mining Company and Silver Bay Power Company Retirement Savings Plan (OH) $122M · 612
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies (PA) $122M · 1,076
- Eversana 401(k) Plan (WI) $122M · 2,006
- Anesthesiology Services Network, Ltd. 401(k) Profit Sharing (OH) $122M · 145
Similar participant headcount
Nearest other-state filings by covered participants (391 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.