401(k) · DOL Form 5500 · 2022

Clare Rose, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
117
Participants Small participant base
54th
Percentile by assets National rank
$49,870
Avg per participant Low balance/head
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Official DOL plan name: Clare Rose, Inc. Union 401(k) Plan · Sponsored by Clare Rose, Inc. · New York · Wholesale Trade

$6M in assets, 117 participants

Clare Rose, Inc.'s Clare Rose, Inc. Union 401(k) Plan reported $6M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,886 in Wholesale Trade (6,843 peers)

Coverage in New York

Clare Rose, Inc. Union 401(k) Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $6M.

#2,886
in Wholesale Trade (6,843 peers)
-27.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clare Rose, Inc. Union 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$5,834,780 Top 46% higher than 54% 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. Union 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. Union 401(k) Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

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

Clare Rose, Inc. Union 401(k) Plan · $6M · 117 · 54th

  • BOY $6M
  • SCH 117
  • EBSA 54th
  • PART 401(k)
  • TYPE near Champion 401(k) Plan
  • NET ind #2886

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. Union 401(k) Plan in the asset neighbourhood

Stadium Management Company LLC 401(k) Savings PlanStadium Management Company L…$6MClare Rose, Inc. Union 401(k) PlanClare Rose, Inc. Union 401(k…$6MChampion 401(k) Plan$6MSmith Midland Corporation 401(k) PlanSmith Midland Corporation 40…$6MAsymchem 401(k) Plan$6M
End-of-year total assets ($M) among Clare Rose, Inc. Union 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)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN112036262
Plan Effective Date1984-01-01
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. Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Clare Rose, Inc. Union 401(k) Plan, Total assets ($B): 0.00583478 · Participants: 117Clare Rose, Inc. Union 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. Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clare Rose, Inc. Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Champion 401(k) Plan in OH ($6M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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. Union 401(k) Plan assets move in 2022? ▼
Clare Rose, Inc. Union 401(k) Plan declined sharply - down 27.8% during 2022, from $8M to $6M. Reported net income was -$2M.
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.
Which 401(k) plans are similar in size to Clare Rose, Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Champion 401(k) Plan in OH ($6M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Clare Rose, Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 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 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.