401(k) · DOL Form 5500 · 2023

Cleo Labs, Inc. (Dba Cleo) 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
180
Participants Small participant base
39th
Percentile by assets National rank
$20,478
Avg per participant Low balance/head
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Official DOL plan name: Cleo Labs, Inc. 401(k) Plan · Sponsored by Cleo Labs, Inc. (Dba Cleo) · California · Professional & Technical Services

$4M in assets, 180 participants

Cleo Labs, Inc. (Dba Cleo)'s Cleo Labs, Inc. 401(k) Plan reported $4M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,329 in Professional & Technical Services (20,321 peers)

Coverage in California

Cleo Labs, Inc. 401(k) Plan covers 180 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $4M.

#7,329
in Professional & Technical Services (20,321 peers)
+23.8%
assets growth YoY

Cleo Labs, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cleo Labs, Inc. 401(k) Plan vs every filed plan by assets

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

$3,686,030 39th percentile higher than 39% 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

Cleo Labs, 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. Cleo Labs, Inc. 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleo Labs, Inc. 401(k) Plan reported net income rose from $55K in the plan year 2022 filing to $710K in the plan year 2023 filing.
  • Cleo Labs, Inc. 401(k) Plan reported participants rose from 56 in the plan year 2022 filing to 180 in the plan year 2023 filing.
  • Cleo Labs, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 811067638 · Cleo Labs, Inc. (Dba Cleo) PY 2023 · 401(k)

Cleo Labs, Inc. 401(k) Plan · $4M · 180 · 39th

  • RANK $4M
  • RANK 180
  • RANK 39th
  • RANK 401(k)
  • RANK near Austin Centers 401(k) Profit Sharing Plan
  • RANK ind #7329

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 →

Cleo Labs, Inc. 401(k) Plan in the asset neighbourhood

Cleo Labs, Inc. 401(k) Plan$4MAustin Centers 401(k) Profit Sharing PlanAustin Centers 401(k) Profit…$4MPinnacle Home Care, Inc. 401(k) Profit Sharing PlanPinnacle Home Care, Inc. 401…$4MStar Asia USA LLC, Dba Titan 401(k) Retirement PlanStar Asia USA LLC, Dba Titan…$4MGerald M. York, Dds, Ltd Profit Sharing Plan and TrustGerald M. York, Dds, Ltd Pro…$4M
End-of-year total assets ($M) among Cleo Labs, 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)$3M
Net Assets (End of Year)$4M
Net Income$710K
Employer EIN811067638
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleo Labs, Inc. (Dba Cleo))

Sponsor-wide plan assets over time

All Cleo Labs, Inc. (Dba Cleo) plans reported in each filing year

Latest sponsor-wide plan assets
$5M 55.075700257620085% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $2.98M $4.62M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 56 $3M
2023 1 180 $4M
2024 1 122 $5M

Nearby 401(k) Plans in California

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

Cleo Labs, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cleo Labs, Inc. 401(k) Plan, Total assets ($B): 0.00368603 · Participants: 180Cleo Labs, Inc. 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
Cleo Labs, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cleo Labs, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Austin Centers 401(k) Profit Sharing Plan in AZ ($4M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Cleo Labs, Inc. 401(k) Plan assets move in 2023? ▼
Cleo Labs, Inc. 401(k) Plan grew sharply - up 23.8% during 2023, from $3M to $4M. Reported net income was $710K.
How have Cleo Labs, Inc. (Dba Cleo) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleo Labs, Inc. (Dba Cleo)'s sponsor-wide assets grew 55.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Cleo Labs, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin Centers 401(k) Profit Sharing Plan in AZ ($4M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Cleo Labs, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 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 811067638.

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.