401(k) · DOL Form 5500 · 2022
Claims Recovery Financial Services LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $30,635
- Avg per participant Low balance/head
Official DOL plan name: Claims Recovery Financial Services 401(k) Plan · Sponsored by Claims Recovery Financial Services LLC · New York · Finance & Insurance
$4M in assets, 141 participants
Claims Recovery Financial Services LLC's Claims Recovery Financial Services 401(k) Plan reported $4M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #3,046 in Finance & Insurance (9,261 peers)
Coverage in New York
Claims Recovery Financial Services 401(k) Plan covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #3,046
- in Finance & Insurance (9,261 peers)
- -21.0%
- 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.
Claims Recovery Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Claims Recovery Financial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,319,581 48th percentile higher than 48% 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
Claims Recovery Financial Services 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. Claims Recovery Financial Services 401(k) Plan sits mid-pack in the medium band (141 participants).
Form 5500 schedule snapshot
Filing strip 203866006 · Claims Recovery Financial Services LLC PY 2022 · 401(k)
Claims Recovery Financial Services 401(k) Plan · $4M · 141 · 48th
- EBSA $4M
- PART 141
- TYPE 48th
- NET 401(k)
- BOOK near Tss 401(k) Plan
- VS-ST ind #3046
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 Finance & Insurance retirement plans → · Plans in New York →
Claims Recovery Financial Services 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 203866006 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claims Recovery Financial Services LLC)
Sponsor-wide plan assets over time
All Claims Recovery Financial Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.951276061266127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $4M |
| 2023 | 1 | 136 | $5M |
| 2024 | 1 | 79 | $5M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Claims Recovery Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Tss 401(k) Plan in FL ($4M); by covered participants it is Bel Red Energy Solutions 401(k) Plan in WA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Tss 401(k) Plan (FL) $4M · 88
- Hillandale Communities 401(k) Plan (OH) $4M · 83
- Operation Hope 401(k) Plan (GA) $4M · 209
- Pinnacle/Park 401(k) Plan (VA) $4M · 115
Similar participant headcount
Nearest other-state filings by covered participants (141 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.