401(k) · DOL Form 5500 · 2023

Clearstead Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
113
Participants Small participant base
76th
Percentile by assets National rank
$210,780
Avg per participant Above avg balance/head
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Official DOL plan name: Clearstead Advisors 401(k) Retirement Plan · Sponsored by Clearstead Advisors, LLC · Ohio · Finance & Insurance

$24M in assets, 113 participants

Clearstead Advisors, LLC's Clearstead Advisors 401(k) Retirement Plan reported $24M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,608 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Clearstead Advisors 401(k) Retirement Plan covers 113 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#5,608
in Finance & Insurance (8,869 peers)
+46.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Clearstead Advisors 401(k) Retirement Plan's outsized position by total assets

Clearstead Advisors 401(k) Retirement Plan vs every filed plan by assets

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

$23,818,157 Top 24% higher than 76% 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

Clearstead Advisors 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clearstead Advisors 401(k) Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clearstead Advisors 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Clearstead Advisors 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Clearstead Advisors 401(k) Retirement Plan reported participants rose from 98 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341597728 · Clearstead Advisors, LLC PY 2023 · 401(k)

Clearstead Advisors 401(k) Retirement Plan · $24M · 113 · 76th

  • SCH $24M
  • EBSA 113
  • PART 76th
  • TYPE 401(k)
  • NET near Edfinancial Services, LLC 401(k) Plan
  • BOOK ind #5608

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 Ohio →

Clearstead Advisors 401(k) Retirement Plan in the asset neighbourhood

Clearstead Advisors 401(k) Retirement PlanClearstead Advisors 401(k) R…$24MEdfinancial Services, LLC 401(k) PlanEdfinancial Services, LLC 40…$24MColor-Art Palette, Inc. Employees Profit Sharing PlanColor-Art Palette, Inc. Empl…$24MTwin Cities Eye Consultants 401(k) PlanTwin Cities Eye Consultants …$24MJanover, LLC 401(k) Plan$24M
End-of-year total assets ($M) among Clearstead Advisors 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$24M
Net Income$8M
Employer EIN341597728
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clearstead Advisors, LLC)

Sponsor-wide plan assets over time

All Clearstead Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 117.45265456958562% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $16.3M $35.5M ▲ +117.4%
Year Plans Participants Total Assets
2022 1 98 $16M
2023 1 113 $24M
2024 1 144 $35M

Nearby 401(k) Plans in Ohio

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

Clearstead Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Clearstead Advisors 401(k) Retirement Plan, Total assets ($B): 0.023818157 · Participants: 113Clearstead Advisors 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Clearstead Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Clearstead Advisors 401(k) Retirement Plan side-by-side with 3 peers →

Clearstead Advisors 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Edfinancial Services, LLC 401(k) Plan in TN ($24M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Clearstead Advisors 401(k) Retirement Plan assets move in 2023? ▼
Clearstead Advisors 401(k) Retirement Plan surged - up 46.0% during 2023, from $16M to $24M. Reported net income was $8M.
How have Clearstead Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearstead Advisors, LLC's sponsor-wide assets grew 117.5%, from $16M to $35M.
Where does Clearstead Advisors 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Clearstead Advisors 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Clearstead Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edfinancial Services, LLC 401(k) Plan in TN ($24M, 864 participants).
Which 401(k) plans cover a similar participant headcount to Clearstead Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 341597728.

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.