401(k) · DOL Form 5500 · 2023

Clearfork Wealth Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
30th
Percentile by assets National rank
$153,499
Avg per participant Above avg balance/head
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Official DOL plan name: Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Clearfork Wealth Management LLC · Texas · Professional & Technical Services

$2M in assets, 13 participants

Clearfork Wealth Management LLC's Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,361 in Professional & Technical Services (20,321 peers)

Clearfork Wealth Management LLC multi-year trail

Clearfork Wealth Management LLC's plans moved +40.1% in assets from 2022 to 2024; this filing shows Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust at $2M / 13 participants.

#5,361
in Professional & Technical Services (20,321 peers)
+28.2%
assets growth YoY

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,995,488 30th percentile higher than 30% 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

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$203K in the plan year 2022 filing to $440K in the plan year 2023 filing.
  • Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 16 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461374003 · Clearfork Wealth Management LLC PY 2023 · 401(k)

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust · $2M · 13 · 30th

  • EIN $2M
  • EIN 13
  • EIN 30th
  • EIN 401(k)
  • EIN near The Insurance Archaeology Group, Ltd. 401(k) Plan
  • EIN ind #5361

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 Professional & Technical Services retirement plans → · Plans in Texas →

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and TrustClearfork Wealth Management …$2MThe Insurance Archaeology Group, Ltd. 401(k) PlanThe Insurance Archaeology Gr…$2MScott a. Iliff Dds 401(k) Profit Sharing PlanScott a. Iliff Dds 401(k) Pr…$2MReid Mechanical Corp/R.M.C 401(k) PlanReid Mechanical Corp/R.M.C 4…$2MBrenntag USA 401(k) Plan for Collectively Bargained EmployeesBrenntag USA 401(k) Plan for…$2M
End-of-year total assets ($M) among Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clearfork Wealth Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Clearfork Wealth Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.09087549607159% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.56M $2.18M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 13 $2M
2024 1 12 $2M

Clearfork Wealth Management LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$440K
Employer EIN461374003
Plan Effective Date2012-09-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001995488 · Participants: 13Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Insurance Archaeology Group, Ltd. 401(k) Plan in NJ ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 28.2% during 2023, from $2M to $2M. Reported net income was $440K.
How have Clearfork Wealth Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearfork Wealth Management LLC's sponsor-wide assets grew 40.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Insurance Archaeology Group, Ltd. 401(k) Plan in NJ ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 461374003.

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.