401(k) · DOL Form 5500 · 2022
Clever Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $64,953
- Avg per participant Low balance/head
Official DOL plan name: Clever Inc. Retirement Trust · Sponsored by Clever Inc. · California · Professional & Technical Services
$12M in assets, 178 participants
Clever Inc.'s Clever Inc. Retirement Trust reported $12M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,430 in Professional & Technical Services (21,562 peers)
Coverage in California
Clever Inc. Retirement Trust covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $12M.
- #14,430
- in Professional & Technical Services (21,562 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Clever Inc. Retirement Trust's outsized position by total assets
Clever Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,561,597 Top 32% higher than 68% 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
Clever Inc. Retirement Trust 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. Clever Inc. Retirement Trust sits mid-pack in the medium band (178 participants).
Published 5500 schedule card
Filing strip 455221668 · Clever Inc. PY 2022 · 401(k)
Clever Inc. Retirement Trust · $12M · 178 · 68th
- VS-ST $12M
- BOY 178
- SCH 68th
- EBSA 401(k)
- PART near Park Place Operations, Inc. 401(k) Plan
- TYPE ind #14430
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 California →
Clever Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$93K |
| Employer EIN | 455221668 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clever Inc.)
Sponsor-wide plan assets over time
All Clever Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 85.0572546335943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $12M |
| 2023 | 1 | 220 | $16M |
| 2024 | 1 | 208 | $21M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Clever Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Park Place Operations, Inc. 401(k) Plan in OH ($12M); by covered participants it is Frontier Inc. Retirement Plan in WI (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Park Place Operations, Inc. 401(k) Plan (OH) $12M · 589
- Amur Equipment Finance Inc. 401(k) Plan (NE) $12M · 258
- Three D Metals Inc 401(k) Plan (OH) $12M · 153
- Tri-Cities Community Health 403b Plan (WA) $12M · 361
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Frontier Inc. Retirement Plan (WI) 178 · 0 off
- Strait and Lamp Lumber Company, Inc. 401(k) Profit Sharing Plan (OH) 178 · 0 off
- Richardson Industries, Inc. 401(k) Plan (WI) 178 · 0 off
- Bankprov 401(k) Plan (MA) 178 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.