401(k) · DOL Form 5500 · 2023

Clearwater Analytics, LLC 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
948
Participants Near avg headcount
91st
Percentile by assets National rank
$97,551
Avg per participant Below avg balance/head
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Official DOL plan name: Clearwater Analytics 401(k) Plan · Sponsored by Clearwater Analytics, LLC · Idaho · Finance & Insurance

$92M in assets, 948 participants

Clearwater Analytics, LLC's Clearwater Analytics 401(k) Plan reported $92M in total assets and 948 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,607 in Finance & Insurance (8,869 peers)

Coverage in Idaho

Clearwater Analytics 401(k) Plan covers 948 participants in Idaho, 2.7x the typical Idaho plan (state average ~347 per filing). Assets: $92M.

#7,607
in Finance & Insurance (8,869 peers)
+32.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Clearwater Analytics 401(k) Plan's outsized position by total assets

Clearwater Analytics 401(k) Plan vs every filed plan by assets

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

$92,478,369 Top 9% higher than 91% 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

Clearwater Analytics 401(k) 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. Clearwater Analytics 401(k) Plan sits mid-pack in the medium band (948 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clearwater Analytics 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Clearwater Analytics 401(k) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Clearwater Analytics 401(k) Plan reported participants rose from 877 in the plan year 2022 filing to 948 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421658172 · Clearwater Analytics, LLC PY 2023 · 401(k)

Clearwater Analytics 401(k) Plan · $92M · 948 · 91st

  • NET $92M
  • NET 948
  • NET 91st
  • NET 401(k)
  • NET near Houston Radiology Associated Profit Sharing Plan
  • NET ind #7607

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 Finance & Insurance retirement plans → · Plans in Idaho →

Clearwater Analytics 401(k) Plan in the asset neighbourhood

Swisslog Savings Plan for Salaried EmployeesSwisslog Savings Plan for Sa…$92MCheney Brothers, Inc. 401(k) PlanCheney Brothers, Inc. 401(k)…$93MClearwater Analytics 401(k) PlanClearwater Analytics 401(k) …$92MHouston Radiology Associated Profit Sharing PlanHouston Radiology Associated…$92MCrete Mechanical Group, Inc. 401(k) PlanCrete Mechanical Group, Inc.…$92M
End-of-year total assets ($M) among Clearwater Analytics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$92M
Net Income$22M
Employer EIN421658172
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clearwater Analytics, LLC)

Sponsor-wide plan assets over time

All Clearwater Analytics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$115M 63.858583945814615% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70M $115M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 877 $70M
2023 1 948 $92M
2024 1 924 $115M

Nearby 401(k) Plans in Idaho

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

Clearwater Analytics 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -101234 Total assets ($B) Participants Clearwater Analytics 401(k) Plan, Total assets ($B): 0.092478369 · Participants: 948Clearwater Analytics 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Clearwater Analytics 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Clearwater Analytics 401(k) Plan side-by-side with 3 peers →

Clearwater Analytics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Houston Radiology Associated Profit Sharing Plan in TX ($92M); by covered participants it is Stockx LLC 401(k) Plan in MI (948 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (948 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 Clearwater Analytics 401(k) Plan assets move in 2023? ▼
Clearwater Analytics 401(k) Plan surged - up 32.0% during 2023, from $70M to $92M. Reported net income was $22M.
How have Clearwater Analytics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearwater Analytics, LLC's sponsor-wide assets grew 63.9%, from $70M to $115M.
Where does Clearwater Analytics 401(k) Plan rank by assets among Form 5500 filers? ▼
Clearwater Analytics 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Clearwater Analytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Houston Radiology Associated Profit Sharing Plan in TX ($92M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Clearwater Analytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stockx LLC 401(k) Plan in MI (948 participants, $43M 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 421658172.

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.