401(k) · DOL Form 5500 · 2023

Clover Sonoma 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
83
Participants Small participant base
67th
Percentile by assets National rank
$182,513
Avg per participant Above avg balance/head
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Official DOL plan name: Clover Sonoma 401(k) Plan · Sponsored by Clover Sonoma · California · Manufacturing

$15M in assets, 83 participants

Clover Sonoma's Clover Sonoma 401(k) Plan reported $15M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,459 in Manufacturing (18,722 peers)

Clover Sonoma multi-year trail

Clover Sonoma's plans moved +29.3% in assets from 2022 to 2024; this filing shows Clover Sonoma 401(k) Plan at $15M / 83 participants.

#10,459
in Manufacturing (18,722 peers)
+22.2%
assets growth YoY

Clover Sonoma 401(k) Plan's outsized position by total assets

Clover Sonoma 401(k) Plan vs every filed plan by assets

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

$15,148,601 Top 33% higher than 67% 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

Clover Sonoma 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clover Sonoma 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clover Sonoma 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Clover Sonoma 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Clover Sonoma 401(k) Plan reported participants rose from 78 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942423221 · Clover Sonoma PY 2023 · 401(k)

Clover Sonoma 401(k) Plan · $15M · 83 · 67th

  • BOY $15M
  • SCH 83
  • EBSA 67th
  • PART 401(k)
  • TYPE near Security State Bancshares, Inc. 401(k) Plan
  • NET ind #10459

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 Manufacturing retirement plans → · Plans in California →

Clover Sonoma 401(k) Plan in the asset neighbourhood

Clover Sonoma 401(k) Plan$15MSecurity State Bancshares, Inc. 401(k) PlanSecurity State Bancshares, I…$15MLouisiana Organ Procurement Agency Retirement Savings PlanLouisiana Organ Procurement …$15MIndiana Industrial Services, LLC and Affiliates 401(k) PlanIndiana Industrial Services,…$15MBerkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and TrustBerkowitz, Lichtstein, Kurit…$15M
End-of-year total assets ($M) among Clover Sonoma 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clover Sonoma multi-year asset trail

Sponsor-wide plan assets over time

All Clover Sonoma plans reported in each filing year

Latest sponsor-wide plan assets
$16M 29.26248880812657% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.4M $16M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 78 $12M
2023 1 83 $15M
2024 1 81 $16M

Clover Sonoma filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN942423221
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clover Sonoma 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clover Sonoma 401(k) Plan, Total assets ($B): 0.015148601 · Participants: 83Clover Sonoma 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
Clover Sonoma 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clover Sonoma 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Security State Bancshares, Inc. 401(k) Plan in MO ($15M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Clover Sonoma 401(k) Plan assets move in 2023? ▼
Clover Sonoma 401(k) Plan grew sharply - up 22.2% during 2023, from $12M to $15M. Reported net income was $3M.
How have Clover Sonoma plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clover Sonoma's sponsor-wide assets grew 29.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Clover Sonoma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security State Bancshares, Inc. 401(k) Plan in MO ($15M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Clover Sonoma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 942423221.

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.