Defined Benefit (Pension) · DOL Form 5500 · 2022

Clermont, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Clermont LLC Defined Benefit Plan · Sponsored by Clermont, LLC · Texas · Professional & Technical Services

$3M in assets, 2 participants

Clermont, LLC's Clermont LLC Defined Benefit Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,402 in Professional & Technical Services (21,562 peers)

2022 asset change

Clermont LLC Defined Benefit Plan contracted severely 32.2% in 2022 ($4M → $3M) for 2 participants.

#7,402
in Professional & Technical Services (21,562 peers)
-32.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clermont LLC Defined Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clermont LLC Defined Benefit Plan vs every filed plan by assets

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

$2,523,171 37th percentile higher than 37% 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

Clermont LLC Defined Benefit Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clermont LLC Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 271499389 · Clermont, LLC PY 2022 · Defined Benefit (Pension)

Clermont LLC Defined Benefit Plan · $3M · 2 · 37th

  • NET $3M
  • NET 2
  • NET 37th
  • NET Defined Benefit (Pension)
  • NET near Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division
  • NET ind #7402

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 Texas →

Clermont LLC Defined Benefit Plan in the asset neighbourhood

Ret Inc Prog Plan a of Lee Spring Co & Ward Leonard Ct LLCRet Inc Prog Plan a of Lee S…$3MClermont LLC Defined Benefit PlanClermont LLC Defined Benefit…$3MLakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna DivisionLakeside Foods Pension Plan …$3MMafco Worldwide LLC Replacement Defined Benefit Pension PlanMafco Worldwide LLC Replacem…$3MBrand X Music, LLC Cash Balance PlanBrand X Music, LLC Cash Bala…$3M
End-of-year total assets ($M) among Clermont LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Clermont, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Clermont, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.7435152036861545% vs 2022
2023 filing year
$2.5M$2.55M$2.6M$2.65M$2.7M 20222023 $2.52M $2.64M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN271499389
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Clermont LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Clermont LLC Defined Benefit Plan, Total assets ($B): 0.002523171 · Participants: 2Clermont LLC Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Clermont LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Clermont LLC Defined Benefit Plan side-by-side with 3 peers →

Clermont LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division in WI ($3M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Clermont LLC Defined Benefit Plan assets move in 2022? ▼
Clermont LLC Defined Benefit Plan contracted severely - down 32.2% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Clermont, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Clermont, LLC's sponsor-wide assets grew 4.7%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Clermont LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division in WI ($3M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Clermont LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 271499389.

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.