Profit Sharing · DOL Form 5500 · 2023

Charles F. Clifford, 111 Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
43rd
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Charles F. Clifford, III Profit Sharing Plan · Sponsored by Charles F. Clifford, 111 Profit Sharing Plan · Nebraska · Finance & Insurance

$5M in assets, 2 participants

Charles F. Clifford, 111 Profit Sharing Plan's Charles F. Clifford, III Profit Sharing Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,706 in Finance & Insurance (8,869 peers)

Charles F. Clifford, 111 Profit Sharing Plan multi-year trail

Charles F. Clifford, 111 Profit Sharing Plan's plans moved +21.0% in assets from 2023 to 2024; this filing shows Charles F. Clifford, III Profit Sharing Plan at $5M / 2 participants.

#2,706
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY

Charles F. Clifford, III Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Charles F. Clifford, III Profit Sharing Plan vs every filed plan by assets

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

$4,732,840 43rd percentile higher than 43% 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

Charles F. Clifford, III Profit Sharing 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. Charles F. Clifford, III Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 470741725 · Charles F. Clifford, 111 Profit Sharing Plan PY 2023 · Profit Sharing

Charles F. Clifford, III Profit Sharing Plan · $5M · 2 · 43rd

  • BOOK $5M
  • BOOK 2
  • BOOK 43rd
  • BOOK Profit Sharing
  • BOOK near Jsm Family Holdings Corporation Retirement Plan
  • BOOK ind #2706

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 Nebraska →

Charles F. Clifford, III Profit Sharing Plan in the asset neighbourhood

Rich Grant Inc. Profit Sharing PlanRich Grant Inc. Profit Shari…$5MMcknight Canzano Smith Radtke Brault PC Profit Sharing PlanMcknight Canzano Smith Radtk…$5MCharles F. Clifford, III Profit Sharing PlanCharles F. Clifford, III Pro…$5MJsm Family Holdings Corporation Retirement PlanJsm Family Holdings Corporat…$5MLive Happy Holdings, Inc. Retirement PlanLive Happy Holdings, Inc. Re…$5M
End-of-year total assets ($M) among Charles F. Clifford, III Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Charles F. Clifford, 111 Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Charles F. Clifford, 111 Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.01921890450554% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M 20232024 $4.73M $5.73M ▲ +21.1%
Year Plans Participants Total Assets
2023 1 2 $5M
2024 1 2 $6M

Charles F. Clifford, 111 Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$769K
Employer EIN470741725
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Nebraska

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Charles F. Clifford, III Profit Sharing Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Charles F. Clifford, III Profit Sharing Plan, Total assets ($M): 4.73284 · Participants: 2Charles F. Clifford, III Profit Sharing PlanThe Scoular Company Profit Sharing Retirement Plan, Total assets ($M): 124.889033 · Participants: 581The Scoular Company Profit Sharing Retirement PlanChicago and North Western Railway Company Profit Sharing and Retirement Savings Program, Total assets ($M): 52.183006 · Participants: 8Chicago and North Western Railway Company Profit Sharing and Retirement Savings ProgramDoane University Defined Contribution Retirement Plan, Total assets ($M): 39.415067 · Participants: 387Doane University Defined Contribution Retirement PlanMidwest Laboratories, Inc. Profit Sharing Plan and Trust, Total assets ($M): 37.870791 · Participants: 301Midwest Laboratories, Inc. Profit Sharing Plan and TrustNebco, Inc. Salaried Profit Sharing Plan, Total assets ($M): 16.999551 · Participants: 137Nebco, Inc. Salaried Profit Sharing Plan
Charles F. Clifford, III Profit Sharing Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants
Compare Charles F. Clifford, III Profit Sharing Plan side-by-side with 3 peers →

Charles F. Clifford, III Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Nebraska, the nearest Profit Sharing by assets is Jsm Family Holdings Corporation Retirement Plan in GA ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Charles F. Clifford, III Profit Sharing Plan assets move in 2023? ▼
Charles F. Clifford, III Profit Sharing Plan grew sharply - up 19.4% during 2023, from $4M to $5M. Reported net income was $769K.
How have Charles F. Clifford, 111 Profit Sharing Plan plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Charles F. Clifford, 111 Profit Sharing Plan's sponsor-wide assets grew 21.0%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Charles F. Clifford, III Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jsm Family Holdings Corporation Retirement Plan in GA ($5M, 44 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles F. Clifford, III Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 470741725.

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.