Defined Benefit (Pension) · DOL Form 5500 · 2023

Clermont, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Clermont LLC Defined Benefit Plan · Sponsored by Clermont, LLC · Texas · Professional & Technical Services

$3M in assets, 2 participants

Clermont, LLC's Clermont LLC Defined Benefit Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,210 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Clermont LLC Defined Benefit Plan holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#6,210
in Professional & Technical Services (20,321 peers)
+4.7%
assets growth YoY

Clermont LLC Defined Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clermont LLC Defined Benefit Plan vs every filed plan by assets

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

$2,642,858 34th percentile higher than 34% 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

Clermont LLC Defined Benefit Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clermont LLC Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clermont LLC Defined Benefit Plan reported net income rose from -$1M in the plan year 2022 filing to $120K in the plan year 2023 filing.
  • Clermont LLC Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271499389 · Clermont, LLC PY 2023 · Defined Benefit (Pension)

Clermont LLC Defined Benefit Plan · $3M · 2 · 34th

  • EBSA $3M
  • PART 2
  • TYPE 34th
  • NET Defined Benefit (Pension)
  • BOOK near Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees
  • VS-ST ind #6210

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 Texas →

Clermont LLC Defined Benefit Plan in the asset neighbourhood

Clermont LLC Defined Benefit PlanClermont LLC Defined Benefit…$3MBernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesBernard Chaus, Inc. Pension …$3MD. B. Leishman, Inc. Defined Benefit Pension PlanD. B. Leishman, Inc. Defined…$3MPeterson Spring Corporation Consolidated UAW Retirement Income PlanPeterson Spring Corporation …$3MM. Ahmadi Dental Corp. Defined Benefit Pension PlanM. Ahmadi Dental Corp. Defin…$3M
End-of-year total assets ($M) among Clermont LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$120K
Employer EIN271499389
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clermont, LLC)

Sponsor-wide plan assets over time

All Clermont, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.7435152036861545% vs 2022
2023 filing year
$2.5M$2.55M$2.6M$2.65M$2.7M 20222023 $2.52M $2.64M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Clermont LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Clermont LLC Defined Benefit Plan, Total assets ($B): 0.002642858 · Participants: 2Clermont LLC Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Clermont LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Clermont LLC Defined Benefit Plan side-by-side with 3 peers →

Clermont LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees in NY ($3M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Clermont LLC Defined Benefit Plan assets move in 2023? ▼
Clermont LLC Defined Benefit Plan edged up modestly - up 4.7% during 2023, from $3M to $3M. Reported net income was $120K.
How have Clermont, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Clermont, LLC's sponsor-wide assets grew 4.7%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Clermont LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bernard Chaus, Inc. Pension Plan for Bargaining Unit Employees in NY ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Clermont LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 271499389.

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.