401(k) · DOL Form 5500 · 2022
Cliftonlarsonallen LLP 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 6,789
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $159,579
- Avg per participant Above avg balance/head
Official DOL plan name: Cliftonlarsonallen LLP 401(k) Retirement Plan · Sponsored by Cliftonlarsonallen LLP · Minnesota · Professional & Technical Services
$1.1B in assets, 6,789 participants
Cliftonlarsonallen LLP's Cliftonlarsonallen LLP 401(k) Retirement Plan reported $1.1B in total assets and 6,789 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #21,424 in Professional & Technical Services (21,562 peers)
Coverage in Minnesota
Cliftonlarsonallen LLP 401(k) Retirement Plan covers 6,789 participants in Minnesota, 6.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.1B.
- #21,424
- in Professional & Technical Services (21,562 peers)
- -14.4%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $183M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cliftonlarsonallen LLP 401(k) Retirement Plan's outsized position by total assets
Cliftonlarsonallen LLP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,083,384,742 Top 1% higher than 99% 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
Cliftonlarsonallen LLP 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cliftonlarsonallen LLP 401(k) Retirement Plan lands in the large band (6,789 participants).
DOL schedule card
Filing strip 410746749 · Cliftonlarsonallen LLP PY 2022 · 401(k)
Cliftonlarsonallen LLP 401(k) Retirement Plan · $1.1B · 6,789 · 99th
- BOY $1.1B
- BOY 6,789
- BOY 99th
- BOY 401(k)
- BOY near Ropes & Gray LLP Retirement Savings Plan
- BOY ind #21424
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 Minnesota →
Cliftonlarsonallen LLP 401(k) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$183M |
| Employer EIN | 410746749 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cliftonlarsonallen LLP)
Sponsor-wide plan assets over time
All Cliftonlarsonallen LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 40.39591052317035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,789 | $1.1B |
| 2023 | 1 | 7,610 | $1.3B |
| 2024 | 1 | 7,938 | $1.5B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Scale composition for Cliftonlarsonallen LLP 401(k) Retirement Plan
Cliftonlarsonallen LLP 401(k) Retirement Plan reports $1.1B in end-of-year assets across 6,789 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $159,579 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$183M.
This plan identity (EIN 410746749, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.5B (+40.4%) while covered participants moved from 6,789 to 7,938 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,789 | $1.1B | This page |
| 2023 | 7,610 | $1.3B | Open filing |
| 2024 · index core | 7,938 | $1.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cliftonlarsonallen LLP 401(k) Retirement Plan (401(k), $1.5B, 7,938 participants)
Cliftonlarsonallen LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Ropes & Gray LLP Retirement Savings Plan in MA ($1.1B); by covered participants it is Nationstar Mortgage 401(k) Retirement Plan in TX (6,789 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Ropes & Gray LLP Retirement Savings Plan (MA) $1.1B · 2,656
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan (SC) $1.1B · 11,881
- Vsp Retirement Plan (CA) $1.1B · 4,729
- Bclp LLP US Retirement Plan (MO) $1.1B · 1,353
Similar participant headcount
Nearest other-state filings by covered participants (6,789 participants); asset peers above are excluded.
- Nationstar Mortgage 401(k) Retirement Plan (TX) 6,789 · 0 off
- Esa Management, LLC 401(k) Plan (NC) 6,790 · 1 off
- The Mohegan Retirement and 401(k) Plan (CT) 6,791 · 2 off
- Brock Enterprises, LLC 401(k) Plan (TX) 6,792 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.