401(k) · DOL Form 5500 · 2023
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 174
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $322,620
- Avg per participant High balance/head
Official DOL plan name: Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan · Sponsored by Clayton, Dubilier & Rice Holdings, L.P. · New York · Finance & Insurance
$56M in assets, 174 participants
Clayton, Dubilier & Rice Holdings, L.P.'s Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan reported $56M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,056 in Finance & Insurance (8,869 peers)
Coverage in New York
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $56M.
- #7,056
- in Finance & Insurance (8,869 peers)
- +26.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan's outsized position by total assets
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,135,826 Top 13% higher than 87% 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
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing 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. Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan reported participants rose from 139 in the plan year 2022 filing to 174 in the plan year 2023 filing.
DOL schedule card
Filing strip 980634323 · Clayton, Dubilier & Rice Holdings, L.P. PY 2023 · 401(k)
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan · $56M · 174 · 87th
- EBSA $56M
- PART 174
- TYPE 87th
- NET 401(k)
- BOOK near Bankwest 401(k) Plan
- VS-ST ind #7056
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 New York →
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $12M |
| Employer EIN | 980634323 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clayton, Dubilier & Rice Holdings, L.P.)
Sponsor-wide plan assets over time
All Clayton, Dubilier & Rice Holdings, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 55.053913692283906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $44M |
| 2023 | 1 | 174 | $56M |
| 2024 | 1 | 206 | $69M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bankwest 401(k) Plan in SD ($56M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Bankwest 401(k) Plan (SD) $56M · 354
- Seakr Engineering, Inc. 401(k) Plan (CO) $56M · 506
- The Niello Company 401(k) Plan & Trust (CA) $56M · 518
- Wolverine Packing Company Flexible Compensation Plan (MI) $56M · 111
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- John Mourier Construction Inc Profit Sharing Plan (CA) 174 · 0 off
- Husky Corporation 401(k) Plan (MO) 174 · 0 off
- Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust (CA) 174 · 0 off
- United Chester Industries, Inc. 401(k) Plan (TX) 174 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.