401(k) · DOL Form 5500 · 2023

Clayton Foundation for Research 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
41
Participants Small participant base
70th
Percentile by assets National rank
$432,842
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clayton Foundation for Research Employees' 401(k) · Sponsored by Clayton Foundation for Research · Texas · Other Services

$18M in assets, 41 participants

Clayton Foundation for Research's Clayton Foundation for Research Employees' 401(k) reported $18M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,580 in Other Services (7,857 peers)

Clayton Foundation for Research multi-year trail

Clayton Foundation for Research's plans moved +26.5% in assets from 2022 to 2024; this filing shows Clayton Foundation for Research Employees' 401(k) at $18M / 41 participants.

#6,580
in Other Services (7,857 peers)
+15.2%
assets growth YoY

Clayton Foundation for Research Employees' 401(k)'s outsized position by total assets

Clayton Foundation for Research Employees' 401(k) vs every filed plan by assets

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

$17,746,541 Top 30% higher than 70% 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

Clayton Foundation for Research Employees' 401(k) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clayton Foundation for Research Employees' 401(k) is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clayton Foundation for Research Employees' 401(k) reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Clayton Foundation for Research Employees' 401(k) end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Clayton Foundation for Research Employees' 401(k) reported participants fell from 48 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741541767 · Clayton Foundation for Research PY 2023 · 401(k)

Clayton Foundation for Research Employees' 401(k) · $18M · 41 · 70th

  • EBSA $18M
  • EBSA 41
  • EBSA 70th
  • EBSA 401(k)
  • EBSA near Vancrest Health Care Center 401(k) Plan
  • EBSA ind #6580

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 Texas →

Clayton Foundation for Research Employees' 401(k) in the asset neighbourhood

Clayton Foundation for Research Employees' 401(k)Clayton Foundation for Resea…$18MVancrest Health Care Center 401(k) PlanVancrest Health Care Center …$18MFluent, LLC 401(k) Profit Sharing Plan and Trust 003Fluent, LLC 401(k) Profit Sh…$18MLeominster Credit Union 401(k) Profit Sharing PlanLeominster Credit Union 401(…$18MThe Library Corporation 401(k) Savings PlanThe Library Corporation 401(…$18M
End-of-year total assets ($M) among Clayton Foundation for Research Employees' 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clayton Foundation for Research multi-year asset trail

Sponsor-wide plan assets over time

All Clayton Foundation for Research plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.49146010293968% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.4M $19.5M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 48 $15M
2023 1 41 $18M
2024 1 49 $19M

Clayton Foundation for Research filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN741541767
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Clayton Foundation for Research Employees' 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Clayton Foundation for Research Employees' 401(k), Total assets ($B): 0.017746541 · Participants: 41Clayton Foundation for Research Employees' 401(k)AT&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
Clayton Foundation for Research Employees' 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Clayton Foundation for Research Employees' 401(k) side-by-side with 3 peers →

Clayton Foundation for Research Employees' 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vancrest Health Care Center 401(k) Plan in OH ($18M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Clayton Foundation for Research Employees' 401(k) assets move in 2023? ▼
Clayton Foundation for Research Employees' 401(k) grew sharply - up 15.2% during 2023, from $15M to $18M. Reported net income was $2M.
How have Clayton Foundation for Research plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clayton Foundation for Research's sponsor-wide assets grew 26.5%, from $15M to $19M.
Which 401(k) plans are similar in size to Clayton Foundation for Research Employees' 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Vancrest Health Care Center 401(k) Plan in OH ($18M, 1,199 participants).
Which 401(k) plans cover a similar participant headcount to Clayton Foundation for Research Employees' 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants, $9M 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 741541767.

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.