401(k) · DOL Form 5500 · 2023

Clarity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
129
Participants Small participant base
60th
Percentile by assets National rank
$82,807
Avg per participant Below avg balance/head
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Official DOL plan name: Clarity Partners, LLC 401(k) Plan and Trust · Sponsored by Clarity Partners, LLC · Illinois · Professional & Technical Services

$11M in assets, 129 participants

Clarity Partners, LLC's Clarity Partners, LLC 401(k) Plan and Trust reported $11M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,960 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Clarity Partners, LLC 401(k) Plan and Trust covers 129 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#11,960
in Professional & Technical Services (20,321 peers)
+28.8%
assets growth YoY

Clarity Partners, LLC 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Clarity Partners, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$10,682,151 Top 40% higher than 60% 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

Clarity Partners, LLC 401(k) 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. Clarity Partners, LLC 401(k) Plan and Trust sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clarity Partners, LLC 401(k) Plan and Trust reported net income rose from -$878K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Clarity Partners, LLC 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Clarity Partners, LLC 401(k) Plan and Trust reported participants fell from 146 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800123899 · Clarity Partners, LLC PY 2023 · 401(k)

Clarity Partners, LLC 401(k) Plan and Trust · $11M · 129 · 60th

  • EIN $11M
  • RANK 129
  • PHOTO 60th
  • IND 401(k)
  • EOY near Oxford Biomedica Solutions 401(k) Plan
  • 5500 ind #11960

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Clarity Partners, LLC 401(k) Plan and Trust in the asset neighbourhood

Clarity Partners, LLC 401(k) Plan and TrustClarity Partners, LLC 401(k)…$11MOxford Biomedica Solutions 401(k) PlanOxford Biomedica Solutions 4…$11MLive Technologies 401(k) P/S Plan & TrustLive Technologies 401(k) P/S…$11MBehavioral Health Services North, Inc. Profit Sharing 401(k) PlanBehavioral Health Services N…$11MPsi Pax, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Clarity Partners, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN800123899
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarity Partners, LLC)

Sponsor-wide plan assets over time

All Clarity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 52.52204104136121% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.29M $12.7M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 146 $8M
2023 1 129 $11M
2024 1 138 $13M

Nearby 401(k) Plans in Illinois

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

Clarity Partners, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Clarity Partners, LLC 401(k) Plan and Trust, Total assets ($B): 0.010682151 · Participants: 129Clarity Partners, LLC 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Clarity Partners, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Clarity Partners, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Clarity Partners, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Oxford Biomedica Solutions 401(k) Plan in MA ($11M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Clarity Partners, LLC 401(k) Plan and Trust assets move in 2023? ▼
Clarity Partners, LLC 401(k) Plan and Trust grew sharply - up 28.8% during 2023, from $8M to $11M. Reported net income was $2M.
How have Clarity Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarity Partners, LLC's sponsor-wide assets grew 52.5%, from $8M to $13M.
Which 401(k) plans are similar in size to Clarity Partners, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oxford Biomedica Solutions 401(k) Plan in MA ($11M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Clarity Partners, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 800123899.

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.