401(k) · DOL Form 5500 · 2023

Clay Trenz Financial Services 401(k) Plan

Data updated 2026-08-25

$639K
Total assets Small plan by assets: 2
Participants Small participant base: 20th
Percentile by assets National rank: $319,355
Avg per participant High balance/head

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Official DOL plan name: Clay Trenz Financial Services 401(k) Plan · Sponsored by Clay Trenz Financial Services · Oregon · Finance & Insurance

$639K in assets, 2 participants

Clay Trenz Financial Services's Clay Trenz Financial Services 401(k) Plan reported $639K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#1,093 in Finance & Insurance (8,869 peers)

Clay Trenz Financial Services multi-year trail

Clay Trenz Financial Services's plans moved +54.1% in assets from 2022 to 2024; this filing shows Clay Trenz Financial Services 401(k) Plan at $639K / 2 participants.

#1,093
in Finance & Insurance (8,869 peers): +24.0%
assets growth YoY

Clay Trenz Financial Services 401(k) Plan among the smaller filed plans by assets

Clay Trenz Financial Services 401(k) Plan vs every filed plan by assets

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

$638,709 20th percentile higher than 20% 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

Clay Trenz Financial Services 401(k) 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. Clay Trenz Financial Services 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Clay Trenz Financial Services 401(k) Plan reported net income rose from -$40K in the plan year 2022 filing to $124K in the plan year 2023 filing.
Clay Trenz Financial Services 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Clay Trenz Financial Services 401(k) Plan end-of-year assets rose from $515K in the plan year 2022 filing to $639K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452051235 · Clay Trenz Financial Services PY 2023 · 401(k)

Clay Trenz Financial Services 401(k) Plan · $639K · 2 · 20th

BOY $639K
BOY 2
BOY 20th
BOY 401(k)
BOY near V4ventures Inc Retirement Plan
BOY ind #1093

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 Oregon →

End-of-year total assets ($M) among Clay Trenz Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clay Trenz Financial Services multi-year asset trail

Latest sponsor-wide plan assets: $793K 54.095192966852004% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$515K
2023	1	2	$639K
2024	1	2	$793K

Clay Trenz Financial Services filing trail (2023)

Total Assets (Beginning of Year)	$515K
Net Assets (End of Year)	$639K
Net Income	$124K
Employer EIN	452051235
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Clay Trenz Financial Services 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare Clay Trenz Financial Services 401(k) Plan side-by-side with 3 peers →

Clay Trenz Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is V4ventures Inc Retirement Plan in GA ($639K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($639K here).

V4ventures Inc Retirement Plan (GA) $639K · 4
Ck Fit Ventures Principal, Inc. 401(k) Profit Sharing Plan (TX) $639K · 2
Bk Tile & Stone, Inc. 401(k) Profit Sharing Plan and Trust (NY) $639K · 13
Starr Restaurants 401(k) Plan (PA) $639K · 2,292

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Clay Trenz Financial Services 401(k) Plan assets move in 2023? ▼

Clay Trenz Financial Services 401(k) Plan grew sharply - up 24.0% during 2023, from $515K to $639K. Reported net income was $124K.

How have Clay Trenz Financial Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Clay Trenz Financial Services's sponsor-wide assets grew 54.1%, from $515K to $793K.

Where does Clay Trenz Financial Services 401(k) Plan rank by assets among Form 5500 filers? ▼

Clay Trenz Financial Services 401(k) Plan ranks in the 20th 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 Clay Trenz Financial Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is V4ventures Inc Retirement Plan in GA ($639K, 4 participants).

Which 401(k) plans cover a similar participant headcount to Clay Trenz Financial Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 452051235.