401(k) · DOL Form 5500 · 2023
Claremont Companies, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 381
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $25,599
- Avg per participant Low balance/head
Official DOL plan name: Claremont Companies, LLC 401(k) Retirement Plan · Sponsored by Claremont Companies, LLC · Massachusetts · Real Estate
$10M in assets, 381 participants
Claremont Companies, LLC's Claremont Companies, LLC 401(k) Retirement Plan reported $10M in total assets and 381 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,567 in Real Estate (4,727 peers)
Claremont Companies, LLC multi-year trail
Claremont Companies, LLC's plans moved +47.9% in assets from 2022 to 2024; this filing shows Claremont Companies, LLC 401(k) Retirement Plan at $10M / 381 participants.
- #3,567
- in Real Estate (4,727 peers)
- +29.1%
- assets growth YoY
Claremont Companies, LLC 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers
Claremont Companies, LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,753,204 Top 42% higher than 58% 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
Claremont Companies, LLC 401(k) Retirement 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. Claremont Companies, LLC 401(k) Retirement Plan sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Claremont Companies, LLC 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Claremont Companies, LLC 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Claremont Companies, LLC 401(k) Retirement Plan reported participants rose from 329 in the plan year 2022 filing to 381 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042795779 · Claremont Companies, LLC PY 2023 · 401(k)
Claremont Companies, LLC 401(k) Retirement Plan · $10M · 381 · 58th
- EOY $10M
- 5500 381
- ASSETS 58th
- PCT 401(k)
- EIN near Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan
- RANK ind #3567
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 Real Estate retirement plans → · Plans in Massachusetts →
Claremont Companies, LLC 401(k) Retirement Plan in the asset neighbourhood
Claremont Companies, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Claremont Companies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 47.948393686037456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $8M |
| 2023 | 1 | 381 | $10M |
| 2024 | 1 | 427 | $11M |
Claremont Companies, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 042795779 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Claremont Companies, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Feeding America 401(k) Plan in IL (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (381 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.