401(k) · DOL Form 5500 · 2023

Clever Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 220
Participants Below avg headcount: 68th
Percentile by assets National rank: $72,834
Avg per participant Below avg balance/head

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Official DOL plan name: Clever Inc. 401(k) Plan · Sponsored by Clever Inc. · California · Professional & Technical Services

$16M in assets, 220 participants

Clever Inc.'s Clever Inc. 401(k) Plan reported $16M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#13,803 in Professional & Technical Services (20,321 peers)

Coverage in California

Clever Inc. 401(k) Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $16M.

#13,803
in Professional & Technical Services (20,321 peers): +38.6%
assets growth YoY

Clever Inc. 401(k) Plan's outsized position by total assets

Clever Inc. 401(k) Plan vs every filed plan by assets

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

$16,023,589 Top 32% higher than 68% 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

Clever Inc. 401(k) 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. Clever Inc. 401(k) Plan sits mid-pack in the medium band (220 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Clever Inc. 401(k) Plan reported net income rose from -$93K in the plan year 2022 filing to $4M in the plan year 2023 filing.
Clever Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Clever Inc. 401(k) Plan reported participants rose from 178 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455221668 · Clever Inc. PY 2023 · 401(k)

Clever Inc. 401(k) Plan · $16M · 220 · 68th

SCH $16M
SCH 220
SCH 68th
SCH 401(k)
SCH near Bld Services 401(k) Plan
SCH ind #13803

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 California →

End-of-year total assets ($M) among Clever Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$16M
Net Income	$4M
Employer EIN	455221668
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Clever Inc.)

Latest sponsor-wide plan assets: $21M 85.0572546335943% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	178	$12M
2023	1	220	$16M
2024	1	208	$21M

Nearby 401(k) Plans in California

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

Clever Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Clever Inc. 401(k) Plan side-by-side with 3 peers →

Clever Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bld Services 401(k) Plan in LA ($16M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Bld Services 401(k) Plan (LA) $16M · 221
Alaskan Brewing, LLC Profit Sharing / 401(k) Plan (AK) $16M · 74
Rochester Metal Products Corp. Profit Sharing Savings Plan (IN) $16M · 266
Continental Envelope Corporation Profit Sharing Plan (IL) $16M · 91

Similar participant headcount

Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.

Dennelisse Corporation 401(k) Plan (NY) 220 · 0 off
Dickinson Frozen Foods, Inc Employees' 401(k) Profit Sharing Plan (ID) 220 · 0 off
Kiniksa Pharmaceuticals 401(k) Plan (MA) 220 · 0 off
Greenleaf Trust 401(k) Plan (MI) 220 · 0 off

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 Clever Inc. 401(k) Plan assets move in 2023? ▼

Clever Inc. 401(k) Plan surged - up 38.6% during 2023, from $12M to $16M. Reported net income was $4M.

How have Clever Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Clever Inc.'s sponsor-wide assets grew 85.1%, from $12M to $21M.

Which 401(k) plans are similar in size to Clever Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bld Services 401(k) Plan in LA ($16M, 221 participants).

Which 401(k) plans cover a similar participant headcount to Clever Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 455221668.