401(k) · DOL Form 5500 · 2023

Clipboard Inc 401(k) Plan

Data updated 2026-08-25

$150K
Total assets Small plan by assets
8
Participants Small participant base
9th
Percentile by assets National rank
$18,789
Avg per participant Low balance/head
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Official DOL plan name: Clipboard Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Clipboard Inc · Rhode Island · Professional & Technical Services

$150K in assets, 8 participants

Clipboard Inc's Clipboard Inc 401(k) Profit Sharing Plan & Trust reported $150K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,442 in Professional & Technical Services (20,321 peers)

Clipboard Inc multi-year trail

Clipboard Inc's plans moved +123.7% in assets from 2022 to 2024; this filing shows Clipboard Inc 401(k) Profit Sharing Plan & Trust at $150K / 8 participants.

#1,442
in Professional & Technical Services (20,321 peers)
+59.3%
assets growth YoY

Clipboard Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Clipboard Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$150,311 9th percentile higher than 9% 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

Clipboard Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clipboard Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $21K in the plan year 2022 filing to $56K in the plan year 2023 filing.
  • Clipboard Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $94K in the plan year 2022 filing to $150K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205593957 · Clipboard Inc PY 2023 · 401(k)

Clipboard Inc 401(k) Profit Sharing Plan & Trust · $150K · 8 · 9th

  • PHOTO $150K
  • IND 8
  • EOY 9th
  • 5500 401(k)
  • ASSETS near Alpha Satcom, Inc. 401(k) Plan
  • PCT ind #1442

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 Professional & Technical Services retirement plans → · Plans in Rhode Island →

Clipboard Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Clipboard Inc 401(k) Profit Sharing Plan & TrustClipboard Inc 401(k) Profit …$150KAlpha Satcom, Inc. 401(k) PlanAlpha Satcom, Inc. 401(k) Pl…$150KKne Enterprises Inc 401(k) TrustKne Enterprises Inc 401(k) T…$150KPalko Innovations Corporation Retirement PlanPalko Innovations Corporatio…$150KHanover Ice Cream Distributors Investment PlanHanover Ice Cream Distributo…$150K
End-of-year total assets ($M) among Clipboard Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clipboard Inc multi-year asset trail

Sponsor-wide plan assets over time

All Clipboard Inc plans reported in each filing year

Latest sponsor-wide plan assets
$211K 123.69388944830145% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.09M $0.21M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 8 $94K
2023 1 8 $150K
2024 1 8 $211K

Clipboard Inc filing trail (2023)

Total Assets (Beginning of Year)$94K
Net Assets (End of Year)$150K
Net Income$56K
Employer EIN205593957
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Clipboard Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Clipboard Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000150311 · Participants: 8Clipboard Inc 401(k) Profit Sharing Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Clipboard Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Clipboard Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Clipboard Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Alpha Satcom, Inc. 401(k) Plan in TX ($150K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150K here).

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 Clipboard Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Clipboard Inc 401(k) Profit Sharing Plan & Trust surged - up 59.3% during 2023, from $94K to $150K. Reported net income was $56K.
How have Clipboard Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clipboard Inc's sponsor-wide assets grew 123.7%, from $94K to $211K.
Where does Clipboard Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Clipboard Inc 401(k) Profit Sharing Plan & Trust ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Clipboard Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alpha Satcom, Inc. 401(k) Plan in TX ($150K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Clipboard Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 205593957.

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.