401(k) · DOL Form 5500 · 2023

Clari, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
516
Participants Below avg headcount
78th
Percentile by assets National rank
$52,941
Avg per participant Low balance/head
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Official DOL plan name: Clari Retirement Savings Plan · Sponsored by Clari, Inc. · California · Information & Media

$27M in assets, 516 participants

Clari, Inc.'s Clari Retirement Savings Plan reported $27M in total assets and 516 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,958 in Information & Media (2,818 peers)

Where Clari Retirement Savings Plan sits by assets

Clari Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 516 participants (~$52,941/participant), up 50.4% in 2023.

#1,958
in Information & Media (2,818 peers)
+50.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Clari Retirement Savings Plan's outsized position by total assets

Clari Retirement Savings Plan vs every filed plan by assets

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

$27,317,388 Top 22% higher than 78% 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

Clari Retirement Savings Plan 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. Clari Retirement Savings Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clari Retirement Savings Plan reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Clari Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Clari Retirement Savings Plan reported participants rose from 434 in the plan year 2022 filing to 516 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461155069 · Clari, Inc. PY 2023 · 401(k)

Clari Retirement Savings Plan · $27M · 516 · 78th

  • EOY $27M
  • 5500 516
  • ASSETS 78th
  • PCT 401(k)
  • EIN near The Colorado River Indian Tribes Retirement Plan and Trust
  • RANK ind #1958

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 Information & Media retirement plans → · Plans in California →

Clari Retirement Savings Plan in the asset neighbourhood

Clari Retirement Savings Plan$27MThe Colorado River Indian Tribes Retirement Plan and TrustThe Colorado River Indian Tr…$27MFounders Brewing Company 401(k) Profit Sharing PlanFounders Brewing Company 401…$27MCaltrol, Inc. 401(k) Savings PlanCaltrol, Inc. 401(k) Savings…$27MFoundation Partners Group, LLC Retirement Savings PlanFoundation Partners Group, L…$27M
End-of-year total assets ($M) among Clari Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$27M
Net Income$9M
Employer EIN461155069
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clari, Inc.)

Sponsor-wide plan assets over time

All Clari, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 104.12551062696109% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.2M $37.1M ▲ +104.1%
Year Plans Participants Total Assets
2022 1 434 $18M
2023 1 516 $27M
2024 1 505 $37M

Nearby 401(k) Plans in California

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

Clari Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clari Retirement Savings Plan, Total assets ($B): 0.027317388 · Participants: 516Clari Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Clari Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clari Retirement Savings Plan side-by-side with 3 peers →

Clari Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Colorado River Indian Tribes Retirement Plan and Trust in AZ ($27M); by covered participants it is Lorient Pet Services, LLC 401(k) Plan in ME (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Clari Retirement Savings Plan assets move in 2023? ▼
Clari Retirement Savings Plan surged - up 50.4% during 2023, from $18M to $27M. Reported net income was $9M.
How have Clari, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clari, Inc.'s sponsor-wide assets grew 104.1%, from $18M to $37M.
Where does Clari Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Clari Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Clari Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Colorado River Indian Tribes Retirement Plan and Trust in AZ ($27M, 784 participants).
Which 401(k) plans cover a similar participant headcount to Clari Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lorient Pet Services, LLC 401(k) Plan in ME (516 participants, 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 461155069.

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.