401(k) · DOL Form 5500 · 2023

Clarity Management, LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
8
Participants Small participant base
63rd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Clarity Management, LP 401(k) and Profit Sharing Plan · Sponsored by Clarity Management, LP · California · Finance & Insurance

$13M in assets, 8 participants

Clarity Management, LP's Clarity Management, LP 401(k) and Profit Sharing Plan reported $13M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,283 in Finance & Insurance (8,869 peers)

Clarity Management, LP multi-year trail

Clarity Management, LP's plans moved +60.2% in assets from 2022 to 2024; this filing shows Clarity Management, LP 401(k) and Profit Sharing Plan at $13M / 8 participants.

#4,283
in Finance & Insurance (8,869 peers)
+28.7%
assets growth YoY

Clarity Management, LP 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Clarity Management, LP 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,506,281 Top 37% higher than 63% of 127,068 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 2023

Clarity Management, LP 401(k) and Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clarity Management, LP 401(k) and Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clarity Management, LP 401(k) and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Clarity Management, LP 401(k) and Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954818885 · Clarity Management, LP PY 2023 · 401(k)

Clarity Management, LP 401(k) and Profit Sharing Plan · $13M · 8 · 63rd

  • IND $13M
  • IND 8
  • IND 63rd
  • IND 401(k)
  • IND near John Evans' Sons, Incorporated Profit Sharing and Retirement Saving Plan
  • IND ind #4283

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 California →

Clarity Management, LP 401(k) and Profit Sharing Plan in the asset neighbourhood

Clarity Management, LP 401(k) and Profit Sharing PlanClarity Management, LP 401(k…$13MJohn Evans' Sons, Incorporated Profit Sharing and Retirement Saving PlanJohn Evans' Sons, Incorporat…$13MIradimed Corporation 401(k) Profit Sharing Plan TrustIradimed Corporation 401(k) …$13MBomag Americas 401(k) Plan$13MThe Stoner Electric Group 401(k) PlanThe Stoner Electric Group 40…$13M
End-of-year total assets ($M) among Clarity Management, LP 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clarity Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Clarity Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 60.24345939877642% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.72M $15.6M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 8 $10M
2023 1 8 $13M
2024 1 8 $16M

Clarity Management, LP filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN954818885
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clarity Management, LP 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clarity Management, LP 401(k) and Profit Sharing Plan, Total assets ($B): 0.012506281 · Participants: 8Clarity Management, LP 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Clarity Management, LP 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clarity Management, LP 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Clarity Management, LP 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is John Evans' Sons, Incorporated Profit Sharing and Retirement Saving Plan in PA ($13M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Clarity Management, LP 401(k) and Profit Sharing Plan assets move in 2023? ▼
Clarity Management, LP 401(k) and Profit Sharing Plan grew sharply - up 28.7% during 2023, from $10M to $13M. Reported net income was $3M.
How have Clarity Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarity Management, LP's sponsor-wide assets grew 60.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Clarity Management, LP 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Evans' Sons, Incorporated Profit Sharing and Retirement Saving Plan in PA ($13M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Clarity Management, LP 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954818885.

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.