401(k) · DOL Form 5500 · 2022
Clearplan Consulting, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $51,957
- Avg per participant Low balance/head
Official DOL plan name: Clearplan LLC 401(k) Plan · Sponsored by Clearplan Consulting, LLC · Massachusetts · Professional & Technical Services
$9M in assets, 179 participants
Clearplan Consulting, LLC's Clearplan LLC 401(k) Plan reported $9M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,367 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Clearplan LLC 401(k) Plan covers 179 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.
- #13,367
- in Professional & Technical Services (21,562 peers)
- +12.0%
- assets growth YoY
Clearplan LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Clearplan LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,300,338 Top 37% higher than 63% 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
Clearplan LLC 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. Clearplan LLC 401(k) Plan sits mid-pack in the medium band (179 participants).
DOL schedule card
Filing strip 463464356 · Clearplan Consulting, LLC PY 2022 · 401(k)
Clearplan LLC 401(k) Plan · $9M · 179 · 63rd
- EOY $9M
- 5500 179
- ASSETS 63rd
- PCT 401(k)
- EIN near Miller, Long & Arnold 401(k) Retirement Plan
- RANK ind #13367
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 Massachusetts →
Clearplan LLC 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $995K |
| Employer EIN | 463464356 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clearplan Consulting, LLC)
Sponsor-wide plan assets over time
All Clearplan Consulting, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 90.05477005244326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $9M |
| 2023 | 1 | 200 | $13M |
| 2024 | 1 | 196 | $18M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Clearplan LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Miller, Long & Arnold 401(k) Retirement Plan in MD ($9M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 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.