401(k) · DOL Form 5500 · 2023

Clarion Partners, LLC 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
334
Participants Below avg headcount
94th
Percentile by assets National rank
$447,394
Avg per participant High balance/head
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Official DOL plan name: Clarion Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Clarion Partners, LLC · New York · Real Estate

$149M in assets, 334 participants

Clarion Partners, LLC's Clarion Partners, LLC 401(k) Profit Sharing Plan reported $149M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,654 in Real Estate (4,727 peers)

Coverage in New York

Clarion Partners, LLC 401(k) Profit Sharing Plan covers 334 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $149M.

#4,654
in Real Estate (4,727 peers)
+22.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Clarion Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Clarion Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$149,429,699 Top 6% higher than 94% 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

Clarion Partners, LLC 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. Clarion Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clarion Partners, LLC 401(k) Profit Sharing Plan reported net income rose from -$37M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Clarion Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $122M in the plan year 2022 filing to $149M in the plan year 2023 filing.
  • Clarion Partners, LLC 401(k) Profit Sharing Plan reported participants fell from 391 in the plan year 2022 filing to 334 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133379970 · Clarion Partners, LLC PY 2023 · 401(k)

Clarion Partners, LLC 401(k) Profit Sharing Plan · $149M · 334 · 94th

  • PCT $149M
  • EIN 334
  • RANK 94th
  • PHOTO 401(k)
  • IND near Bunn-O-Matic Corporation 401(k) Savings Plan and Trust
  • EOY ind #4654

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 New York →

Clarion Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Clarion Partners, LLC 401(k) Profit Sharing PlanClarion Partners, LLC 401(k)…$149MBunn-O-Matic Corporation 401(k) Savings Plan and TrustBunn-O-Matic Corporation 401…$149MThe Knapheide Manufacturing Company 401(k) Cash Deferred PlanThe Knapheide Manufacturing …$149MWinland Foods, Inc. 401(k) PlanWinland Foods, Inc. 401(k) P…$149MOocl (USA) Inc. Savings Plan$149M
End-of-year total assets ($M) among Clarion Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$149M
Net Income$27M
Employer EIN133379970
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarion Partners, LLC)

Sponsor-wide plan assets over time

All Clarion Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$167M 36.136087596507245% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $167M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 391 $122M
2023 1 334 $149M
2024 1 339 $167M

Nearby 401(k) Plans in New York

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

Clarion Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Clarion Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.149429699 · Participants: 334Clarion Partners, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Clarion Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clarion Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Clarion Partners, LLC 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 Bunn-O-Matic Corporation 401(k) Savings Plan and Trust in IL ($149M); by covered participants it is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Clarion Partners, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Clarion Partners, LLC 401(k) Profit Sharing Plan grew sharply - up 22.0% during 2023, from $122M to $149M. Reported net income was $27M.
How have Clarion Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarion Partners, LLC's sponsor-wide assets grew 36.1%, from $122M to $167M.
Where does Clarion Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Clarion Partners, LLC 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Clarion Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bunn-O-Matic Corporation 401(k) Savings Plan and Trust in IL ($149M, 1,717 participants).
Which 401(k) plans cover a similar participant headcount to Clarion Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants, $12M 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 133379970.

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.