401(k) · DOL Form 5500 · 2023
Cliff Price and Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $745,760
- Avg per participant High balance/head
Official DOL plan name: Cliff Price and Company, Inc. 401(k) Plan and Trust · Sponsored by Cliff Price and Company, Inc. · Texas · Retail Trade
$3M in assets, 4 participants
Cliff Price and Company, Inc.'s Cliff Price and Company, Inc. 401(k) Plan and Trust reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #3,969 in Retail Trade (8,414 peers)
Cliff Price and Company, Inc. multi-year trail
Cliff Price and Company, Inc.'s plans moved +45.4% in assets from 2022 to 2024; this filing shows Cliff Price and Company, Inc. 401(k) Plan and Trust at $3M / 4 participants.
- #3,969
- in Retail Trade (8,414 peers)
- +21.2%
- assets growth YoY
Cliff Price and Company, Inc. 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Cliff Price and Company, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,983,038 36th percentile higher than 36% 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
Cliff Price and Company, Inc. 401(k) Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cliff Price and Company, Inc. 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cliff Price and Company, Inc. 401(k) Plan and Trust reported net income rose from -$603K in the plan year 2022 filing to $523K in the plan year 2023 filing.
- Cliff Price and Company, Inc. 401(k) Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 752579650 · Cliff Price and Company, Inc. PY 2023 · 401(k)
Cliff Price and Company, Inc. 401(k) Plan and Trust · $3M · 4 · 36th
- SCH $3M
- SCH 4
- SCH 36th
- SCH 401(k)
- SCH near Sundae 401(k) Plan
- SCH ind #3969
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 Texas →
Cliff Price and Company, Inc. 401(k) Plan and Trust in the asset neighbourhood
Cliff Price and Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cliff Price and Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 45.401730300416766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 3 | $4M |
Cliff Price and Company, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $523K |
| Employer EIN | 752579650 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Cliff Price and Company, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sundae 401(k) Plan in CA ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.