401(k) · DOL Form 5500 · 2023

Clayton Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
32nd
Percentile by assets National rank
$182,243
Avg per participant Above avg balance/head
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Official DOL plan name: Clayton Financial Services, Inc. 401(k) Plan · Sponsored by Clayton Financial Services, Inc. · Kansas · Finance & Insurance

$2M in assets, 13 participants

Clayton Financial Services, Inc.'s Clayton Financial Services, Inc. 401(k) Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,981 in Finance & Insurance (8,869 peers)

Clayton Financial Services, Inc. multi-year trail

Clayton Financial Services, Inc.'s plans moved +65.1% in assets from 2022 to 2024; this filing shows Clayton Financial Services, Inc. 401(k) Plan at $2M / 13 participants.

#1,981
in Finance & Insurance (8,869 peers)
+31.4%
assets growth YoY

Clayton Financial Services, Inc. 401(k) Plan among the smaller filed plans by assets

Clayton Financial Services, Inc. 401(k) Plan vs every filed plan by assets

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

$2,369,157 32nd percentile higher than 32% 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

Clayton Financial Services, Inc. 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. Clayton Financial Services, Inc. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clayton Financial Services, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $566K in the plan year 2023 filing.
  • Clayton Financial Services, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Clayton Financial Services, Inc. 401(k) Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 480985390 · Clayton Financial Services, Inc. PY 2023 · 401(k)

Clayton Financial Services, Inc. 401(k) Plan · $2M · 13 · 32nd

  • ASSETS $2M
  • PCT 13
  • EIN 32nd
  • RANK 401(k)
  • PHOTO near Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #1981

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 Kansas →

Clayton Financial Services, Inc. 401(k) Plan in the asset neighbourhood

Clayton Financial Services, Inc. 401(k) PlanClayton Financial Services, …$2MFenix Group, Inc. 401(k) Profit Sharing Plan and TrustFenix Group, Inc. 401(k) Pro…$2MSunshine Anesthesia Corporation Profit Sharing PlanSunshine Anesthesia Corporat…$2MEkj Enterprises, LP. 401(k) PlanEkj Enterprises, LP. 401(k) …$2MTriad Group Incorporated 401(k) Profit Sharing Plan & TrustTriad Group Incorporated 401…$2M
End-of-year total assets ($M) among Clayton Financial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clayton Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Clayton Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 65.08887586217989% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.8M $2.98M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 13 $2M
2024 1 13 $3M

Clayton Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$566K
Employer EIN480985390
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Clayton Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Clayton Financial Services, Inc. 401(k) Plan, Total assets ($B): 0.002369157 · Participants: 13Clayton Financial Services, Inc. 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Clayton Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Clayton Financial Services, Inc. 401(k) Plan side-by-side with 3 peers →

Clayton Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust in VA ($2M); by covered participants it is Aj Machining, LLC 401(k)/Profit Sharing Plan in MN (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Clayton Financial Services, Inc. 401(k) Plan assets move in 2023? ▼
Clayton Financial Services, Inc. 401(k) Plan surged - up 31.4% during 2023, from $2M to $2M. Reported net income was $566K.
How have Clayton Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clayton Financial Services, Inc.'s sponsor-wide assets grew 65.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Clayton Financial Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust in VA ($2M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Clayton Financial Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj Machining, LLC 401(k)/Profit Sharing Plan in MN (13 participants, $875K 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 480985390.

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.