401(k) · DOL Form 5500 · 2023
Cliftonlarsonallen LLP 401(k) Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 7,610
- Participants
- 99th
- Percentile by assets
- $174,678
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.3B
- total plan assets (2023 EOY)
- 7,610
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $174,678
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Cliftonlarsonallen LLP 401(k) Retirement Plan reports 7,610 participants - 6.8x that state average ($1.3B EOY assets).
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)
| 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.
Cliftonlarsonallen LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cliftonlarsonallen LLP 401(k) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cliftonlarsonallen LLP 401(k) Retirement Plan assets move in 2023? ▼
How have Cliftonlarsonallen LLP plan assets changed over time? ▼
Where does Cliftonlarsonallen LLP 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Cliftonlarsonallen LLP 401(k) Retirement…
Filing takeaways
Ways to act on Cliftonlarsonallen LLP 401(k) Retirement Plan's numbers.
- By total assets, Cliftonlarsonallen LLP 401(k) Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Cliftonlarsonallen LLP's sponsor-wide assets have grown 40.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans