401(k) · DOL Form 5500 · 2022

Clise Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
73
Participants Small participant base
75th
Percentile by assets National rank
$230,814
Avg per participant Above avg balance/head
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Official DOL plan name: Clise Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Clise Agency, Inc. · Washington · Real Estate

$17M in assets, 73 participants

Clise Agency, Inc.'s Clise Agency, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,421 in Real Estate (5,057 peers)

Where Clise Agency, Inc. 401(k) Profit Sharing Plan sits by assets

Clise Agency, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $17M for 73 participants (~$230,814/participant), down 13.3% in 2022.

#4,421
in Real Estate (5,057 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clise Agency, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Clise Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,849,418 Top 25% higher than 75% 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

Clise Agency, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clise Agency, Inc. 401(k) Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 910839938 · Clise Agency, Inc. PY 2022 · 401(k)

Clise Agency, Inc. 401(k) Profit Sharing Plan · $17M · 73 · 75th

  • ASSETS $17M
  • PCT 73
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Surgicor 401(k) Savings and Retirement Plan
  • IND ind #4421

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 Real Estate retirement plans → · Plans in Washington →

Clise Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Clise Agency, Inc. 401(k) Profit Sharing PlanClise Agency, Inc. 401(k) Pr…$17MSurgicor 401(k) Savings and Retirement PlanSurgicor 401(k) Savings and …$17MSletten, Inc. 401 (K) Profit Sharing Plan & TrustSletten, Inc. 401 (K) Profit…$17MOrbis 401(k) Retirement Plan$17MGarrett Transportation I, Inc. 401(k) PlanGarrett Transportation I, In…$17M
End-of-year total assets ($M) among Clise Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN910839938
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clise Agency, Inc.)

Sponsor-wide plan assets over time

All Clise Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 21.764265092123658% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.9M $20.5M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 73 $17M
2023 1 67 $19M
2024 1 70 $21M

Nearby 401(k) Plans in Washington

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

Clise Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Clise Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016849418 · Participants: 73Clise Agency, Inc. 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Clise Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Clise Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Surgicor 401(k) Savings and Retirement Plan in TN ($17M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Clise Agency, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Clise Agency, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.3% during 2022, from $19M to $17M. Reported net income was -$3M.
How have Clise Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clise Agency, Inc.'s sponsor-wide assets grew 21.8%, from $17M to $21M.
Where does Clise Agency, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Clise Agency, Inc. 401(k) Profit Sharing Plan ranks in the 75th 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 Clise Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surgicor 401(k) Savings and Retirement Plan in TN ($17M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Clise Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants, $7M 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 910839938.

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.