Other · DOL Form 5500 · 2022

Clarewood House, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
131
Participants Small participant base
52nd
Percentile by assets National rank
$41,432
Avg per participant Low balance/head
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Official DOL plan name: Clarewood House Retirement Savings Plan · Sponsored by Clarewood House, Inc. · Texas · Healthcare & Social Assistance

$5M in assets, 131 participants

Clarewood House, Inc.'s Clarewood House Retirement Savings Plan reported $5M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,649 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Clarewood House Retirement Savings Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#11,649
in Healthcare & Social Assistance (20,060 peers)
-20.5%
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.

Clarewood House Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Clarewood House Retirement Savings Plan vs every filed plan by assets

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

$5,427,550 Top 48% higher than 52% 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

Clarewood House Retirement Savings 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. Clarewood House Retirement Savings Plan sits mid-pack in the medium band (131 participants).

Plan-year Form 5500 strip

Filing strip 741468123 · Clarewood House, Inc. PY 2022 · Other

Clarewood House Retirement Savings Plan · $5M · 131 · 52nd

  • SCH $5M
  • EBSA 131
  • PART 52nd
  • TYPE Other
  • NET near 403(b) Thrift Plan of Haynes Family of Programs, Inc.
  • BOOK ind #11649

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Clarewood House Retirement Savings Plan in the asset neighbourhood

Clarewood House Retirement Savings PlanClarewood House Retirement S…$5M403(b) Thrift Plan of Haynes Family of Programs, Inc.403(b) Thrift Plan of Haynes…$5MCincinnati Arts Association 403(b) PlanCincinnati Arts Association …$5M401(k) Profit Sharing Plan of the Arc Minnesota, Inc.401(k) Profit Sharing Plan o…$5M403(b) Thrift Plan for Employees of Hamburger Home Dba Aviva Family and Children's Services403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among Clarewood House Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN741468123
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarewood House, Inc.)

Sponsor-wide plan assets over time

All Clarewood House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.339738924560805% vs 2022
2023 filing year
$5.2M$5.4M$5.6M$5.8M$6M$6.2M 20222023 $5.43M $6.04M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 91 $6M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Clarewood House Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Clarewood House Retirement Savings Plan, Total assets ($B): 0.00542755 · Participants: 131Clarewood House Retirement Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Clarewood House Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants

Clarewood House Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is 403(b) Thrift Plan of Haynes Family of Programs, Inc. in CA ($5M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants). Same-state nearby plans are listed separately above.

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 Clarewood House Retirement Savings Plan assets move in 2022?
Clarewood House Retirement Savings Plan declined sharply - down 20.5% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Clarewood House, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Clarewood House, Inc.'s sponsor-wide assets grew 11.3%, from $5M to $6M.
Which Other plans are similar in size to Clarewood House Retirement Savings Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Haynes Family of Programs, Inc. in CA ($5M, 198 participants).
Which Other plans cover a similar participant headcount to Clarewood House Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants, $27M in assets).