401(k) · DOL Form 5500 · 2023
Clfs Equities, Lllp 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $431,500
- Avg per participant High balance/head
Official DOL plan name: Clfs Equities, Lllp 401(k) Plan · Sponsored by Clfs Equities, Lllp · Colorado · Finance & Insurance
$6M in assets, 14 participants
Clfs Equities, Lllp's Clfs Equities, Lllp 401(k) Plan reported $6M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #3,051 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Clfs Equities, Lllp 401(k) Plan holds $6M for 14 participants - about $431,500 per participant, in the lower half of filed plans by assets.
- #3,051
- in Finance & Insurance (8,869 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Clfs Equities, Lllp 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Clfs Equities, Lllp 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,041,005 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Clfs Equities, Lllp 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clfs Equities, Lllp 401(k) Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clfs Equities, Lllp 401(k) Plan reported net income rose from -$911K in the plan year 2022 filing to -$136K in the plan year 2023 filing.
- Clfs Equities, Lllp 401(k) Plan reported participants rose from 11 in the plan year 2022 filing to 14 in the plan year 2023 filing.
- Clfs Equities, Lllp 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 841287541 · Clfs Equities, Lllp PY 2023 · 401(k)
Clfs Equities, Lllp 401(k) Plan · $6M · 14 · 48th
- TYPE $6M
- NET 14
- BOOK 48th
- VS-ST 401(k)
- BOY near Plugg LLC 401(k) Plan
- SCH ind #3051
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 Colorado →
Clfs Equities, Lllp 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$136K |
| Employer EIN | 841287541 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clfs Equities, Lllp)
Sponsor-wide plan assets over time
All Clfs Equities, Lllp plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 3.8276578542372865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $6M |
| 2023 | 1 | 14 | $6M |
| 2024 | 1 | 13 | $6M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Clfs Equities, Lllp 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Plugg LLC 401(k) Plan in NJ ($6M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Plugg LLC 401(k) Plan (NJ) $6M · 24
- Van Bortel Ford, Inc. 401(k) Profit Sharing Plan (NY) $6M · 156
- Afm 401(k) Plan (TX) $6M · 36
- Jellyfish 401(k) Plan (MA) $6M · 211
Similar participant headcount
Nearest other-state filings by covered participants (14 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.