401(k) · DOL Form 5500 · 2023

Claremont Savings Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
94
Participants Small participant base
67th
Percentile by assets National rank
$160,075
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Claremont Savings Bank 401(k) Profit Sharing Plan & Trust · Sponsored by Claremont Savings Bank · New Hampshire · Finance & Insurance

$15M in assets, 94 participants

Claremont Savings Bank's Claremont Savings Bank 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,642 in Finance & Insurance (8,869 peers)

Claremont Savings Bank multi-year trail

Claremont Savings Bank's plans moved +14.7% in assets from 2022 to 2024; this filing shows Claremont Savings Bank 401(k) Profit Sharing Plan & Trust at $15M / 94 participants.

#4,642
in Finance & Insurance (8,869 peers)
+1.0%
assets growth YoY

Claremont Savings Bank 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Claremont Savings Bank 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,047,062 Top 33% higher than 67% 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

Claremont Savings Bank 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claremont Savings Bank 401(k) Profit Sharing Plan & Trust is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claremont Savings Bank 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • Claremont Savings Bank 401(k) Profit Sharing Plan & Trust reported participants rose from 91 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Claremont Savings Bank 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 020119060 · Claremont Savings Bank PY 2023 · 401(k)

Claremont Savings Bank 401(k) Profit Sharing Plan & Trust · $15M · 94 · 67th

  • PCT $15M
  • PCT 94
  • PCT 67th
  • PCT 401(k)
  • PCT near Specialty Management Services of Ouachita, LLC 401(k) Plan
  • PCT ind #4642

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 New Hampshire →

Claremont Savings Bank 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Claremont Savings Bank 401(k) Profit Sharing Plan & TrustClaremont Savings Bank 401(k…$15MSpecialty Management Services of Ouachita, LLC 401(k) PlanSpecialty Management Service…$15MTexas Medical Center 401(k) Retirement PlanTexas Medical Center 401(k) …$15MMaternal Fetal Medicine Associates, P.L.L.C. 401(k) Profit Sharing PlanMaternal Fetal Medicine Asso…$15MCisco-Eagle, Inc. 401(k) Savings PlanCisco-Eagle, Inc. 401(k) Sav…$15M
End-of-year total assets ($M) among Claremont Savings Bank 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Claremont Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Claremont Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.68917317970731% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.9M $17.1M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 91 $15M
2023 1 94 $15M
2024 1 90 $17M

Claremont Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$145K
Employer EIN020119060
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Claremont Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Claremont Savings Bank 401(k) Profit Sharing Plan & Trust, Total assets ($M): 15.047062 · Participants: 94Claremont Savings Bank 401(k) Profit Sharing Plan & TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Claremont Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Claremont Savings Bank 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside New Hampshire, the nearest 401(k) by assets is Specialty Management Services of Ouachita, LLC 401(k) Plan in LA ($15M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Claremont Savings Bank 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Claremont Savings Bank 401(k) Profit Sharing Plan & Trust held essentially flat - up 1.0% during 2023, from $15M to $15M. Reported net income was $145K.
How have Claremont Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claremont Savings Bank's sponsor-wide assets grew 14.7%, from $15M to $17M.
Which 401(k) plans are similar in size to Claremont Savings Bank 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Specialty Management Services of Ouachita, LLC 401(k) Plan in LA ($15M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Claremont Savings Bank 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 020119060.

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.