401(k) · DOL Form 5500 · 2023

The Clearing House Payments Company L.L.C 401(k) Plan

Data updated 2026-08-11

$145M
Total assets
469
Participants
93rd
Percentile by assets
$309,871
Avg per participant
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Official DOL plan name: The Clearing House Incentive Account Plan · Sponsored by The Clearing House Payments Company L.L.C · New York · Finance & Insurance

$145M in assets, 469 participants

The Clearing House Payments Company L.L.C's The Clearing House Incentive Account Plan reported $145M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,951 in Finance & Insurance (8,869 peers)

Where The Clearing House Incentive Account Plan sits by assets

The Clearing House Incentive Account Plan sits in the top 10% of all filed plans by assets, $145M for 469 participants (~$309,871/participant), up 20.2% in 2023.

$145M
total plan assets (2023 EOY)
469
covered participants
93rd
percentile by assets (of 127,072 plans)
$309,871
avg assets per participant

Where The Clearing House Incentive Account Plan sits by total assets

The Clearing House Incentive Account Plan vs every filed plan by assets

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

$145,329,502 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Clearing House Incentive Account Plan reported net income rose from -$24M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • The Clearing House Incentive Account Plan end-of-year assets rose from $121M in the plan year 2022 filing to $145M in the plan year 2023 filing.
  • The Clearing House Incentive Account Plan reported participants rose from 448 in the plan year 2022 filing to 469 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

The Clearing House Incentive Account Plan vs the 2023 asset distribution

By assets, The Clearing House Incentive Account Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$145M
Net Income$24M
Employer EIN841650027
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Clearing House Payments Company L.L.C)

$160M$180M$200M$220M$240M 202220232024 $166M $215M ▲ +29.7%
Total plan assets by year, all The Clearing House Payments Company L.L.C plans on file
Year Plans Participants Total Assets
2022 2 491 $166M
2023 2 511 $196M
2024 2 507 $215M

Nearby 401(k) Plans in New York

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

The Clearing House Incentive Account Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Clearing House I…, Total assets ($B): 0.145329502 · Participants: 469The Clearing House I…IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
The Clearing House Incentive Account Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Clearing House Incentive Account Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Clearing House Incentive Account Plan by total assets, not by location.

Frequently Asked Questions

How did The Clearing House Incentive Account Plan assets move in 2023? ▼
The Clearing House Incentive Account Plan grew sharply - up 20.2% during 2023, from $121M to $145M. Reported net income was $24M.
How have The Clearing House Payments Company L.L.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Clearing House Payments Company L.L.C's sponsor-wide assets grew 29.7%, from $166M to $215M.
Where does The Clearing House Incentive Account Plan rank by assets among Form 5500 filers? ▼
The Clearing House Incentive Account Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Clearing House Incentive Account Plan? ▼
Among 401(k) plans in other states, the closest by assets is Non-Union Employees 401(k) Plan in MI ($145M, 1,386 participants).

Next read for The Clearing House Incentive Account Pla…

Scale reading

Ways to act on The Clearing House Incentive Account Plan's numbers.

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 841650027.

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.