401(k) · DOL Form 5500 · 2023

Cli & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$443
Total assets Small plan by assets: 1
Participants Small participant base: 0th
Percentile by assets National rank: $443
Avg per participant Low balance/head

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Official DOL plan name: Cli & Associates Retirement Plan · Sponsored by Cli & Associates, Inc. · Nebraska · Finance & Insurance

$443 in assets, 1 participants

Cli & Associates, Inc.'s Cli & Associates Retirement Plan reported $443 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

#28 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Cli & Associates Retirement Plan holds $443 for 1 participant - about $443 per participant, among the smaller plans by assets on file.

#28
in Finance & Insurance (8,869 peers): $443
reported net income

Cli & Associates Retirement Plan among the smaller filed plans by assets

Cli & Associates Retirement Plan vs every filed plan by assets

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

$443 0th percentile higher than 0% 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

Cli & Associates Retirement 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. Cli & Associates Retirement Plan is a micro filing (1 participant), 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%)

Form 5500 schedule snapshot

Filing strip 922247151 · Cli & Associates, Inc. PY 2023 · 401(k)

Cli & Associates Retirement Plan · $443 · 1 · 0th

EBSA $443
PART 1
TYPE 0th
NET 401(k)
BOOK near Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan
VS-ST ind #28

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 →

End-of-year total assets ($M) among Cli & Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$443
Net Income	$443
Employer EIN	922247151
Plan Effective Date	2023-02-10
Filing Status	FILING RECEIVED

Sponsor Plan History (Cli & Associates, Inc.)

Latest sponsor-wide plan assets: $448 1.1286681715575622% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1	$443
2024	1	1	$448

Nearby 401(k) Plans in Nebraska

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

Cli & Associates Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
Union Pacific Corporation Thrift Plan $2.3B · 5,470
Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
First National of Nebraska, Inc. First Savings Plan $926M · 5,038

Compare Cli & Associates Retirement Plan side-by-side with 3 peers →

Cli & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL ($443); by covered participants it is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($443 here).

Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan (IL) $443 · 200
Rainwater, Holt & Sexton, P.a. 401(k) Profit Sharing Plan II (AR) $442 · 141
Group One Partners 401(k) Plan (MA) $448 · 21
Big Bear Industries, Inc. 401(k) Profit Sharing Plan (OK) $452 · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 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 have Cli & Associates, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Cli & Associates, Inc.'s sponsor-wide assets grew 1.1%, from $443 to $448.

Where does Cli & Associates Retirement Plan rank by assets among Form 5500 filers? ▼

Cli & Associates Retirement Plan ranks in the 0th 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 Cli & Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL ($443, 200 participants).

Which 401(k) plans cover a similar participant headcount to Cli & Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant, 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 922247151.