Profit Sharing · DOL Form 5500 · 2023
Clarios, LLC Profit Sharing Plan
Data updated 2026-08-25
- $278M
- Total assets Near avg plan size
- 4,856
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $57,164
- Avg per participant Low balance/head
Official DOL plan name: Clarios Retirement Savings and Investment Plan · Sponsored by Clarios, LLC · Wisconsin · Manufacturing
$278M in assets, 4,856 participants
Clarios, LLC's Clarios Retirement Savings and Investment Plan reported $278M in total assets and 4,856 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,499 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Clarios Retirement Savings and Investment Plan covers 4,856 participants in Wisconsin, 8.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $278M.
- #17,499
- in Manufacturing (18,722 peers)
- +20.3%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Clarios Retirement Savings and Investment Plan's outsized position by total assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$277,588,191 Top 4% higher than 96% 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
Clarios Retirement Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clarios Retirement Savings and Investment Plan lands in the large band (4,856 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clarios Retirement Savings and Investment Plan reported net income rose from -$32M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Clarios Retirement Savings and Investment Plan end-of-year assets rose from $231M in the plan year 2022 filing to $278M in the plan year 2023 filing.
DOL schedule card
Filing strip 391684871 · Clarios, LLC PY 2023 · Profit Sharing
Clarios Retirement Savings and Investment Plan · $278M · 4,856 · 96th
- PART $278M
- PART 4,856
- PART 96th
- PART Profit Sharing
- PART near American Institutes for Research Tax Deferred Annuity Plan
- PART ind #17499
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 Manufacturing retirement plans → · Plans in Wisconsin →
Clarios Retirement Savings and Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $231M |
|---|---|
| Net Assets (End of Year) | $278M |
| Net Income | $47M |
| Employer EIN | 391684871 |
| Plan Effective Date | 2019-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clarios, LLC)
Sponsor-wide plan assets over time
All Clarios, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $581M 19.67426798964349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,245 | $486M |
| 2023 | 2 | 6,114 | $529M |
| 2024 | 2 | 6,235 | $581M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Clarios Retirement Savings and Investment Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is American Institutes for Research Tax Deferred Annuity Plan in VA ($277M); by covered participants it is Fairview Health Services Pension Plan in MN (4,828 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($278M here).
- American Institutes for Research Tax Deferred Annuity Plan (VA) $277M · 1,521
- IBEW Local 150 Supplemental Pension Fund (KY) $279M · 1,293
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) $276M · 6,826
- Brown Physicians, Inc. 401(a) Plan (RI) $281M · 1,274
Similar participant headcount
Nearest other-state filings by covered participants (4,856 participants); asset peers above are excluded.
- Fairview Health Services Pension Plan (MN) 4,828 · 28 off
- The Hospital for Special Surgery 403(b) Plan (NY) 4,807 · 49 off
- Iron Workers St. Louis District Council Annuity Trust Fund (MO) 4,927 · 71 off
- International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund (CA) 4,960 · 104 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.