401(k) · DOL Form 5500 · 2023

Clinton Foundation 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
151
Participants Small participant base
80th
Percentile by assets National rank
$203,918
Avg per participant Above avg balance/head
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Official DOL plan name: The Clinton Foundation Retirement Plan · Sponsored by Clinton Foundation · Arkansas · Other Services

$31M in assets, 151 participants

Clinton Foundation's The Clinton Foundation Retirement Plan reported $31M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,051 in Other Services (7,857 peers)

Coverage in Arkansas

The Clinton Foundation Retirement Plan covers 151 participants in Arkansas, about 5% of the average Arkansas filer (state average ~2,784 per filing). Assets: $31M.

#7,051
in Other Services (7,857 peers)
+19.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Clinton Foundation Retirement Plan's outsized position by total assets

The Clinton Foundation Retirement Plan vs every filed plan by assets

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

$30,791,683 Top 20% higher than 80% 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

The Clinton Foundation Retirement 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. The Clinton Foundation Retirement Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Clinton Foundation Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Clinton Foundation Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • The Clinton Foundation Retirement Plan reported participants rose from 144 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311580204 · Clinton Foundation PY 2023 · 401(k)

The Clinton Foundation Retirement Plan · $31M · 151 · 80th

  • RANK $31M
  • RANK 151
  • RANK 80th
  • RANK 401(k)
  • RANK near Premier Automotive Retirement Plan
  • RANK ind #7051

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 Other Services retirement plans → · Plans in Arkansas →

The Clinton Foundation Retirement Plan in the asset neighbourhood

Agrana Fruit US, Inc. 401(k) Profit Sharing PlanAgrana Fruit US, Inc. 401(k)…$31MJack Nadel, Inc. 401(k) Plan$31MThe Clinton Foundation Retirement PlanThe Clinton Foundation Retir…$31MPremier Automotive Retirement PlanPremier Automotive Retiremen…$31MFour Winds Health Retirement PlanFour Winds Health Retirement…$31M
End-of-year total assets ($M) among The Clinton Foundation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN311580204
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinton Foundation)

Sponsor-wide plan assets over time

All Clinton Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 43.671007950291816% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.8M $37.1M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 144 $26M
2023 1 151 $31M
2024 1 163 $37M

Nearby 401(k) Plans in Arkansas

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

The Clinton Foundation Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants The Clinton Foundation Retirement Plan, Total assets ($B): 0.030791683 · Participants: 151The Clinton Foundation Retirement PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
The Clinton Foundation Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare The Clinton Foundation Retirement Plan side-by-side with 3 peers →

The Clinton Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Premier Automotive Retirement Plan in LA ($31M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 The Clinton Foundation Retirement Plan assets move in 2023? ▼
The Clinton Foundation Retirement Plan grew sharply - up 19.2% during 2023, from $26M to $31M. Reported net income was $5M.
How have Clinton Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinton Foundation's sponsor-wide assets grew 43.7%, from $26M to $37M.
Where does The Clinton Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
The Clinton Foundation Retirement Plan ranks in the 80th 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 The Clinton Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Automotive Retirement Plan in LA ($31M, 1,591 participants).
Which 401(k) plans cover a similar participant headcount to The Clinton Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 311580204.

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.