401(k) · DOL Form 5500 · 2022

Clear Street Management LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
318
Participants Below avg headcount
73rd
Percentile by assets National rank
$49,278
Avg per participant Low balance/head
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Official DOL plan name: Clear Street 401(k) Plan · Sponsored by Clear Street Management LLC · New York · Finance & Insurance

$16M in assets, 318 participants

Clear Street Management LLC's Clear Street 401(k) Plan reported $16M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,414 in Finance & Insurance (9,261 peers)

Coverage in New York

Clear Street 401(k) Plan covers 318 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $16M.

#5,414
in Finance & Insurance (9,261 peers)
+16.3%
assets growth YoY

Clear Street 401(k) Plan's outsized position by total assets

Clear Street 401(k) Plan vs every filed plan by assets

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

$15,670,481 Top 27% higher than 73% 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

Clear Street 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. Clear Street 401(k) Plan sits mid-pack in the medium band (318 participants).

DOL schedule card

Filing strip 363862498 · Clear Street Management LLC PY 2022 · 401(k)

Clear Street 401(k) Plan · $16M · 318 · 73rd

  • PHOTO $16M
  • IND 318
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Press-Enterprise, Inc Profit Sharing 401(k) Plan
  • PCT ind #5414

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 New York →

Clear Street 401(k) Plan in the asset neighbourhood

Clear Street 401(k) Plan$16MPress-Enterprise, Inc Profit Sharing 401(k) PlanPress-Enterprise, Inc Profit…$16MLittle River Casino Resort 401(k) PlanLittle River Casino Resort 4…$16MLuxury Brand Holding, Inc. 401(k) PlanLuxury Brand Holding, Inc. 4…$16MDallas Anesthesiology Associates, PA 401(k) PlanDallas Anesthesiology Associ…$16M
End-of-year total assets ($M) among Clear Street 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN363862498
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clear Street Management LLC)

Sponsor-wide plan assets over time

All Clear Street Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 189.31667764378133% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $15.7M $45.3M ▲ +189.3%
Year Plans Participants Total Assets
2022 1 318 $16M
2023 1 414 $27M
2024 1 397 $45M

Nearby 401(k) Plans in New York

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

Clear Street 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Clear Street 401(k) Plan, Total assets ($B): 0.015670481 · Participants: 318Clear Street 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Clear Street 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clear Street 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Press-Enterprise, Inc Profit Sharing 401(k) Plan in PA ($16M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Clear Street 401(k) Plan assets move in 2022? ▼
Clear Street 401(k) Plan grew sharply - up 16.3% during 2022, from $13M to $16M. Reported net income was $4M.
How have Clear Street Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clear Street Management LLC's sponsor-wide assets grew 189.3%, from $16M to $45M.
Which 401(k) plans are similar in size to Clear Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Press-Enterprise, Inc Profit Sharing 401(k) Plan in PA ($16M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Clear Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants, $160K 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 363862498.

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.