401(k) · DOL Form 5500 · 2022

Clarity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
146
Participants Small participant base
61st
Percentile by assets National rank
$56,811
Avg per participant Low balance/head
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Official DOL plan name: Clarity Partners, LLC 401(k) Plan and Trust · Sponsored by Clarity Partners, LLC · Illinois · Professional & Technical Services

$8M in assets, 146 participants

Clarity Partners, LLC's Clarity Partners, LLC 401(k) Plan and Trust reported $8M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,798 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Clarity Partners, LLC 401(k) Plan and Trust covers 146 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#12,798
in Professional & Technical Services (21,562 peers)
-9.6%
assets change YoY

The plan reported a net loss of $878K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clarity Partners, LLC 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Clarity Partners, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$8,294,413 Top 39% higher than 61% 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 Partners, LLC 401(k) Plan and Trust 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. Clarity Partners, LLC 401(k) Plan and Trust sits mid-pack in the medium band (146 participants).

EBSA filing schedule strip

Filing strip 800123899 · Clarity Partners, LLC PY 2022 · 401(k)

Clarity Partners, LLC 401(k) Plan and Trust · $8M · 146 · 61st

  • EOY $8M
  • 5500 146
  • ASSETS 61st
  • PCT 401(k)
  • EIN near Kuljian and Data-Core Systems, Inc. Savings & Retirement Plan
  • RANK ind #12798

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Clarity Partners, LLC 401(k) Plan and Trust in the asset neighbourhood

Clarity Partners, LLC 401(k) Plan and TrustClarity Partners, LLC 401(k)…$8MKuljian and Data-Core Systems, Inc. Savings & Retirement PlanKuljian and Data-Core System…$8MAssuredpartners Pep$8MErickson Immigration Group Retirement PlanErickson Immigration Group R…$8MBernie Little Distributors, Inc. Retirement PlanBernie Little Distributors, …$8M
End-of-year total assets ($M) among Clarity Partners, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$878K
Employer EIN800123899
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarity Partners, LLC)

Sponsor-wide plan assets over time

All Clarity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 52.52204104136121% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.29M $12.7M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 146 $8M
2023 1 129 $11M
2024 1 138 $13M

Nearby 401(k) Plans in Illinois

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

Clarity Partners, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Clarity Partners, LLC 401(k) Plan and Trust, Total assets ($B): 0.008294413 · Participants: 146Clarity Partners, LLC 401(k) Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Clarity Partners, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Clarity Partners, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kuljian and Data-Core Systems, Inc. Savings & Retirement Plan in PA ($8M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Partners, LLC 401(k) Plan and Trust assets move in 2022?
Clarity Partners, LLC 401(k) Plan and Trust pulled back noticeably - down 9.6% during 2022, from $9M to $8M. Reported net income was -$878K.
How have Clarity Partners, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Clarity Partners, LLC's sponsor-wide assets grew 52.5%, from $8M to $13M.
Which 401(k) plans are similar in size to Clarity Partners, LLC 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Kuljian and Data-Core Systems, Inc. Savings & Retirement Plan in PA ($8M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Clarity Partners, LLC 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 participants, N/A in assets).