401(k) · DOL Form 5500 · 2023

Clever Care Health Plan Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
224
Participants Below avg headcount
44th
Percentile by assets National rank
$21,668
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clever Care 401(k) Plan · Sponsored by Clever Care Health Plan Inc. · California · Finance & Insurance

$5M in assets, 224 participants

Clever Care Health Plan Inc.'s Clever Care 401(k) Plan reported $5M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,738 in Finance & Insurance (8,869 peers)

Coverage in California

Clever Care 401(k) Plan covers 224 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $5M.

#2,738
in Finance & Insurance (8,869 peers)
+86.9%
assets growth YoY

Clever Care 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Clever Care 401(k) Plan vs every filed plan by assets

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

$4,853,575 44th percentile higher than 44% 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

Clever Care 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. Clever Care 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clever Care 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Clever Care 401(k) Plan reported participants rose from 121 in the plan year 2022 filing to 224 in the plan year 2023 filing.
  • Clever Care 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 832354214 · Clever Care Health Plan Inc. PY 2023 · 401(k)

Clever Care 401(k) Plan · $5M · 224 · 44th

  • RANK $5M
  • PHOTO 224
  • IND 44th
  • EOY 401(k)
  • 5500 near Capital Care, Inc. 401(k) Plan
  • ASSETS ind #2738

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 California →

Clever Care 401(k) Plan in the asset neighbourhood

Clever Care 401(k) Plan$5MCapital Care, Inc. 401(k) PlanCapital Care, Inc. 401(k) Pl…$5MCalibrate 401(k) Plan$5MQuiet Professionals LLC 401(k) PlanQuiet Professionals LLC 401(…$5MOncue 401(k) Retirement Plan$5M
End-of-year total assets ($M) among Clever Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN832354214
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clever Care Health Plan Inc.)

Sponsor-wide plan assets over time

All Clever Care Health Plan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 167.9180533887355% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.6M $6.96M ▲ +167.7%
Year Plans Participants Total Assets
2022 1 121 $3M
2023 1 224 $5M
2024 1 192 $7M

Nearby 401(k) Plans in California

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

Clever Care 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clever Care 401(k) Plan, Total assets ($B): 0.004853575 · Participants: 224Clever Care 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Clever Care 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clever Care 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Capital Care, Inc. 401(k) Plan in MD ($5M); by covered participants it is Accutec Blades, Inc. 401(k) Plan in VA (224 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Clever Care 401(k) Plan assets move in 2023? ▼
Clever Care 401(k) Plan surged - up 86.9% during 2023, from $3M to $5M. Reported net income was $2M.
How have Clever Care Health Plan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clever Care Health Plan Inc.'s sponsor-wide assets grew 167.9%, from $3M to $7M.
Which 401(k) plans are similar in size to Clever Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Care, Inc. 401(k) Plan in MD ($5M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Clever Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accutec Blades, Inc. 401(k) Plan in VA (224 participants, $11M 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 832354214.

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.