401(k) · DOL Form 5500 · 2022

Clare Matrix 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
130
Participants Small participant base
38th
Percentile by assets National rank
$20,669
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Clare Matrix 403(b) Plan · Sponsored by Clare Matrix · California · Other Services

$3M in assets, 130 participants

Clare Matrix's Clare Matrix 403(b) Plan reported $3M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #5,079 in Other Services (8,398 peers)

Coverage in California

Clare Matrix 403(b) Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $3M.

#5,079
in Other Services (8,398 peers)
+24.1%
assets growth YoY

Clare Matrix 403(b) Plan's mid-pack asset rank among Other Services and all filers

Clare Matrix 403(b) Plan vs every filed plan by assets

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

$2,687,020 38th percentile higher than 38% 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 Matrix 403(b) 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 Matrix 403(b) Plan sits mid-pack in the medium band (130 participants).

Plan-year Form 5500 strip

Filing strip 237076166 · Clare Matrix PY 2022 · 401(k)

Clare Matrix 403(b) Plan · $3M · 130 · 38th

  • EOY $3M
  • EOY 130
  • EOY 38th
  • EOY 401(k)
  • EOY near Bright Industries, LLC 401(k) Plan
  • EOY ind #5079

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 Other Services retirement plans → · Plans in California →

Clare Matrix 403(b) Plan in the asset neighbourhood

Clare Matrix 403(b) Plan$3MBright Industries, LLC 401(k) PlanBright Industries, LLC 401(k…$3MRango, Inc. 401(k) Plan$3MFred's Appliance, Inc. 401(k) PlanFred's Appliance, Inc. 401(k…$3MMassie, Fudemberg, Goldberg L.L.C. Savings & Retirement PlanMassie, Fudemberg, Goldberg …$3M
End-of-year total assets ($M) among Clare Matrix 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$521K
Employer EIN237076166
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clare Matrix 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clare Matrix 403(b) Plan, Total assets ($B): 0.00268702 · Participants: 130Clare Matrix 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Clare Matrix 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clare Matrix 403(b) Plan side-by-side with 3 peers →

Clare Matrix 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bright Industries, LLC 401(k) Plan in TX ($3M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Matrix 403(b) Plan assets move in 2022? ▼
Clare Matrix 403(b) Plan grew sharply - up 24.1% during 2022, from $2M to $3M. Reported net income was $521K.
Which 401(k) plans are similar in size to Clare Matrix 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bright Industries, LLC 401(k) Plan in TX ($3M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Clare Matrix 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 237076166.

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.