401(k) · DOL Form 5500 · 2022

Clever Care Health Plan Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
121
Participants Small participant base
38th
Percentile by assets National rank
$21,465
Avg per participant Low balance/head
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Official DOL plan name: Clever Care 401(k) Plan · Sponsored by Clever Care Health Plan Inc. · California · Finance & Insurance

$3M in assets, 121 participants

Clever Care Health Plan Inc.'s Clever Care 401(k) Plan reported $3M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,366 in Finance & Insurance (9,261 peers)

Coverage in California

Clever Care 401(k) Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $3M.

#2,366
in Finance & Insurance (9,261 peers)
+94.3%
assets growth YoY

Clever Care 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Clever Care 401(k) Plan vs every filed plan by assets

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

$2,597,252 38th percentile higher than 38% 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

Clever Care 401(k) 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. Clever Care 401(k) Plan sits mid-pack in the medium band (121 participants).

Form 5500 schedule snapshot

Filing strip 832354214 · Clever Care Health Plan Inc. PY 2022 · 401(k)

Clever Care 401(k) Plan · $3M · 121 · 38th

  • TYPE $3M
  • TYPE 121
  • TYPE 38th
  • TYPE 401(k)
  • TYPE near Premier Roofing Company 401(k) Plan
  • TYPE ind #2366

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 →

Clever Care 401(k) Plan in the asset neighbourhood

Clever Care 401(k) Plan$3MPremier Roofing Company 401(k) PlanPremier Roofing Company 401(…$3MRestaurant Enterprises 401(k) PlanRestaurant Enterprises 401(k…$3MHrv Conformance Verification Associates, Inc. 401(k) Profit Sharing PlanHrv Conformance Verification…$3MHall Sheetmetal Works, Inc. Profit Sharing Plan and TrustHall Sheetmetal Works, Inc. …$3M
End-of-year total assets ($M) among Clever Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN832354214
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clever Care Health Plan Inc.)

Sponsor-wide plan assets over time

All Clever Care Health Plan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 167.9180533887355% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.6M $6.96M ▲ +167.7%
Year Plans Participants Total Assets
2022 1 121 $3M
2023 1 224 $5M
2024 1 192 $7M

Nearby 401(k) Plans in California

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

Clever Care 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clever Care 401(k) Plan, Total assets ($B): 0.002597252 · Participants: 121Clever Care 401(k) 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
Clever Care 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clever Care 401(k) Plan side-by-side with 3 peers →

Clever Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Premier Roofing Company 401(k) Plan in CO ($3M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Clever Care 401(k) Plan assets move in 2022? ▼
Clever Care 401(k) Plan surged - up 94.3% during 2022, from $1M to $3M. Reported net income was $1M.
How have Clever Care Health Plan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clever Care Health Plan Inc.'s sponsor-wide assets grew 167.9%, from $3M to $7M.
Which 401(k) plans are similar in size to Clever Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Roofing Company 401(k) Plan in CO ($3M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Clever Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 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 832354214.

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.