Profit Sharing · DOL Form 5500 · 2023

Clarios, LLC Profit Sharing Plan

Data updated 2026-08-11

$278M
Total assets
4,856
Participants
96th
Percentile by assets
$57,164
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$278M
total plan assets (2023 EOY)
4,856
covered participants
96th
percentile by assets (of 127,072 plans)
$57,164
avg assets per participant

Where Clarios Retirement Savings and Investment Plan sits by total assets

Clarios Retirement Savings and Investment Plan vs every filed plan by 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Clarios Retirement Savings and Investment Plan reports 4,856 participants - 8.6x that state average ($278M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$231M
Net Assets (End of Year)$278M
Net Income$47M
Employer EIN391684871
Plan Effective Date2019-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarios, LLC)

$450M$500M$550M$600M 202220232024 $486M $581M ▲ +19.7%
Total plan assets by year, all Clarios, LLC plans on file
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.

Clarios Retirement Savings and Investment Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

Clarios Retirement Savings and Investment Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 00.511.5 Total assets ($B) Participants Clarios Retirement S…The Northwestern Mut…Aspirus, Inc. Retire…Electrical Workers L…Retirement Plan for …Western Wisconsin El…
Clarios Retirement Savings and Investment Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Clarios Retirement Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Clarios Retirement Savings and Investment Plan assets move in 2023?
Clarios Retirement Savings and Investment Plan grew sharply - up 20.3% during 2023, from $231M to $278M. Reported net income was $47M.
How have Clarios, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Clarios, LLC's sponsor-wide assets grew 19.7%, from $486M to $581M.
Where does Clarios Retirement Savings and Investment Plan rank by assets among Form 5500 filers?
Clarios Retirement Savings and Investment Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Clarios Retirement Savings and Investment Plan?
Among Profit Sharing plans in other states, the closest by assets is American Institutes for Research Tax Deferred Annuity Plan in VA ($277M, 1,521 participants).

Next read for Clarios Retirement Savings and Investmen…

Filing takeaways

Ways to act on Clarios Retirement Savings and Investment Plan's numbers.

  • By total assets, Clarios Retirement Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
  • Clarios, LLC's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Manufacturing plans