401(k) · DOL Form 5500 · 2023

Clive Daniel Home Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
184
Participants Below avg headcount
40th
Percentile by assets National rank
$21,703
Avg per participant Low balance/head
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Official DOL plan name: Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Clive Daniel Home Holdings, LLC · Florida · Retail Trade

$4M in assets, 184 participants

Clive Daniel Home Holdings, LLC's Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,302 in Retail Trade (8,414 peers)

Coverage in Florida

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust covers 184 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#4,302
in Retail Trade (8,414 peers)
+29.3%
assets growth YoY

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,993,415 40th percentile higher than 40% 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

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$46K in the plan year 2022 filing to $897K in the plan year 2023 filing.
  • Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 153 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 453192105 · Clive Daniel Home Holdings, LLC PY 2023 · 401(k)

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust · $4M · 184 · 40th

  • BOOK $4M
  • BOOK 184
  • BOOK 40th
  • BOOK 401(k)
  • BOOK near Same Day Surgicare of New England, Inc. 401(k) Plan
  • BOOK ind #4302

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 Retail Trade retirement plans → · Plans in Florida →

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and TrustClive Daniel Home Holdings, …$4MSame Day Surgicare of New England, Inc. 401(k) PlanSame Day Surgicare of New En…$4MNight Shift Brewing 401(k) P/S PlanNight Shift Brewing 401(k) P…$4MPura Scents, Inc. 401(k) Plan$4MSwedish Match Cigars 401(k) PlanSwedish Match Cigars 401(k) …$4M
End-of-year total assets ($M) among Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$897K
Employer EIN453192105
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clive Daniel Home Holdings, LLC)

Sponsor-wide plan assets over time

All Clive Daniel Home Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.95229400641418% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.09M $4.91M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 153 $3M
2023 1 184 $4M
2024 1 221 $5M

Nearby 401(k) Plans in Florida

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

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003993415 · Participants: 184Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Same Day Surgicare of New England, Inc. 401(k) Plan in MA ($4M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 29.3% during 2023, from $3M to $4M. Reported net income was $897K.
How have Clive Daniel Home Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clive Daniel Home Holdings, LLC's sponsor-wide assets grew 59.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Same Day Surgicare of New England, Inc. 401(k) Plan in MA ($4M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 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 453192105.

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.