401(k) · DOL Form 5500 · 2022

Clare Rose, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
197
Participants Below avg headcount
79th
Percentile by assets National rank
$113,580
Avg per participant Below avg balance/head
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Official DOL plan name: Clare Rose, Inc. Profit Sharing and 401(k) Plan · Sponsored by Clare Rose, Inc. · New York · Wholesale Trade

$22M in assets, 197 participants

Clare Rose, Inc.'s Clare Rose, Inc. Profit Sharing and 401(k) Plan reported $22M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,306 in Wholesale Trade (6,843 peers)

Coverage in New York

Clare Rose, Inc. Profit Sharing and 401(k) Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $22M.

#5,306
in Wholesale Trade (6,843 peers)
-16.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clare Rose, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets

Clare Rose, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$22,375,169 Top 21% higher than 79% 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

Clare Rose, Inc. Profit Sharing and 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. Clare Rose, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (197 participants).

Form 5500 schedule snapshot

Filing strip 112036262 · Clare Rose, Inc. PY 2022 · 401(k)

Clare Rose, Inc. Profit Sharing and 401(k) Plan · $22M · 197 · 79th

  • 5500 $22M
  • 5500 197
  • 5500 79th
  • 5500 401(k)
  • 5500 near Bolger LLC Retirement Savings Plan and Trust
  • 5500 ind #5306

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 Wholesale Trade retirement plans → · Plans in New York →

Clare Rose, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Clare Rose, Inc. Profit Sharing and 401(k) PlanClare Rose, Inc. Profit Shar…$22MBolger LLC Retirement Savings Plan and TrustBolger LLC Retirement Saving…$22MThe Morse Group, Inc. 401(k) Deferred Compensation PlanThe Morse Group, Inc. 401(k)…$22MThe Daniel and Henry Co. Salary Savings PlanThe Daniel and Henry Co. Sal…$22MParamedic Services of Illinois, Inc. Employees' Retirement Plan and TrustParamedic Services of Illino…$22M
End-of-year total assets ($M) among Clare Rose, Inc. Profit Sharing and 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)$27M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN112036262
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clare Rose, Inc.)

Sponsor-wide plan assets over time

All Clare Rose, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 20.378065908591328% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $28.2M $22.5M ▼ -20.4%
Year Plans Participants Total Assets
2022 2 314 $28M
2023 2 249 $26M
2024 1 126 $22M

Nearby 401(k) Plans in New York

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

Clare Rose, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Clare Rose, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.022375169 · Participants: 197Clare Rose, Inc. Profit Sharing and 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
Clare Rose, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clare Rose, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Clare Rose, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bolger LLC Retirement Savings Plan and Trust in MN ($22M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Clare Rose, Inc. Profit Sharing and 401(k) Plan assets move in 2022? ▼
Clare Rose, Inc. Profit Sharing and 401(k) Plan declined sharply - down 16.7% during 2022, from $27M to $22M. Reported net income was -$4M.
How have Clare Rose, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clare Rose, Inc.'s sponsor-wide assets declined 20.4%, from $28M to $22M.
Where does Clare Rose, Inc. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Clare Rose, Inc. Profit Sharing and 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Clare Rose, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolger LLC Retirement Savings Plan and Trust in MN ($22M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Clare Rose, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 112036262.

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.