401(k) · DOL Form 5500 · 2023
Cliftonlarsonallen LLP 401(k) Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 7,610
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $174,678
- Avg per participant Above avg balance/head
Official DOL plan name: Cliftonlarsonallen LLP 401(k) Retirement Plan · Sponsored by Cliftonlarsonallen LLP · Minnesota · Professional & Technical Services
$1.3B in assets, 7,610 participants
Cliftonlarsonallen LLP's Cliftonlarsonallen LLP 401(k) Retirement Plan reported $1.3B in total assets and 7,610 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #20,189 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Cliftonlarsonallen LLP 401(k) Retirement Plan covers 7,610 participants in Minnesota, 6.8x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.3B.
- #20,189
- in Professional & Technical Services (20,321 peers)
- +22.7%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Cliftonlarsonallen LLP 401(k) Retirement Plan's outsized position by total assets
Cliftonlarsonallen LLP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,329,301,170 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cliftonlarsonallen LLP 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cliftonlarsonallen LLP 401(k) Retirement Plan lands in the large band (7,610 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cliftonlarsonallen LLP 401(k) Retirement Plan reported net income rose from -$183M in the plan year 2022 filing to $246M in the plan year 2023 filing.
- Cliftonlarsonallen LLP 401(k) Retirement Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Cliftonlarsonallen LLP 401(k) Retirement Plan reported participants rose from 6,789 in the plan year 2022 filing to 7,610 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410746749 · Cliftonlarsonallen LLP PY 2023 · 401(k)
Cliftonlarsonallen LLP 401(k) Retirement Plan · $1.3B · 7,610 · 99th
- EOY $1.3B
- EOY 7,610
- EOY 99th
- EOY 401(k)
- EOY near Navistar, Inc. Retirement Accumulation Plan
- EOY ind #20189
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 Minnesota →
Cliftonlarsonallen LLP 401(k) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $246M |
| Employer EIN | 410746749 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cliftonlarsonallen LLP)
Sponsor-wide plan assets over time
All Cliftonlarsonallen LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 40.39591052317035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,789 | $1.1B |
| 2023 | 1 | 7,610 | $1.3B |
| 2024 | 1 | 7,938 | $1.5B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Scale composition for Cliftonlarsonallen LLP 401(k) Retirement Plan
Cliftonlarsonallen LLP 401(k) Retirement Plan reports $1.3B in end-of-year assets across 7,610 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $174,678 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $246M.
This plan identity (EIN 410746749, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.5B (+40.4%) while covered participants moved from 6,789 to 7,938 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,789 | $1.1B | Open filing |
| 2023 | 7,610 | $1.3B | This page |
| 2024 · index core | 7,938 | $1.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cliftonlarsonallen LLP 401(k) Retirement Plan (401(k), $1.5B, 7,938 participants)
Cliftonlarsonallen LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Navistar, Inc. Retirement Accumulation Plan in IL ($1.3B); by covered participants it is American Woodmark Corporation Retirement Savings Plan in VA (7,622 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Navistar, Inc. Retirement Accumulation Plan (IL) $1.3B · 4,670
- State Employees' Credit Union Retirement Savings Plan (NC) $1.3B · 7,706
- Usi 401(k) Plan (NY) $1.3B · 9,397
- Roper Technologies, Inc. Employees' Retirement Savings 004 Plan (FL) $1.3B · 10,095
Similar participant headcount
Nearest other-state filings by covered participants (7,610 participants); asset peers above are excluded.
- American Woodmark Corporation Retirement Savings Plan (VA) 7,622 · 12 off
- Hubbell Incorporated Employee Savings & Investment Plan (CT) 7,595 · 15 off
- Stakeholder Payroll Services, LLC. 401(k) Plan (KY) 7,627 · 17 off
- Edwards Lifesciences Corporation 401(k) Savings and Investment Plan (CA) 7,592 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.