401(k) · DOL Form 5500 · 2023

Cloverfield Mgmt, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 18
Participants Small participant base: 39th
Percentile by assets National rank: $210,943
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Cloverfield Mgmt, LLC 401(k) Plan · Sponsored by Cloverfield Mgmt, LLC · California · Real Estate

$4M in assets, 18 participants

Cloverfield Mgmt, LLC's Cloverfield Mgmt, LLC 401(k) Plan reported $4M in total assets and 18 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.

#2,803 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Cloverfield Mgmt, LLC 401(k) Plan ranks #2,803 of 4,727 2023 filers by assets (684% of the sector average)-$4M for 18 participants.

#2,803
in Real Estate (4,727 peers): +14.6%
assets growth YoY

Cloverfield Mgmt, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Cloverfield Mgmt, LLC 401(k) Plan vs every filed plan by assets

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

$3,796,966 39th percentile higher than 39% 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

Cloverfield Mgmt, LLC 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. Cloverfield Mgmt, LLC 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

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%)

Cloverfield Mgmt, LLC 401(k) Plan reported net income rose from -$916K in the plan year 2022 filing to $485K in the plan year 2023 filing.
Cloverfield Mgmt, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Cloverfield Mgmt, LLC 401(k) Plan reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203437221 · Cloverfield Mgmt, LLC PY 2023 · 401(k)

Cloverfield Mgmt, LLC 401(k) Plan · $4M · 18 · 39th

BOY $4M
SCH 18
EBSA 39th
PART 401(k)
TYPE near Echo Lake Country Club 401(k) Plan
NET ind #2803

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 California →

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

Real Estate filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$485K
Employer EIN	203437221
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cloverfield Mgmt, LLC)

Latest sponsor-wide plan assets: $4M 8.010579406689724% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	19	$3M
2023	1	18	$4M
2024	1	16	$4M

Nearby 401(k) Plans in California

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

Cloverfield Mgmt, LLC 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 Cloverfield Mgmt, LLC 401(k) Plan side-by-side with 3 peers →

Cloverfield Mgmt, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Echo Lake Country Club 401(k) Plan in NJ ($4M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Echo Lake Country Club 401(k) Plan (NJ) $4M · 65
Bloem 401(k) Retirement Savings Plan (MI) $4M · 158
Vance Outdoors, Inc. 401(k) Plan (OH) $4M · 75
Vance Outdoors, Inc. 401(k) Plan (OH) $4M · 75

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

Philotechnics, Ltd. 401(k) Plan (TN) 18 · 0 off
Rubini Enterprises, Inc. 401(k) Profit Sharing Plan (OH) 18 · 0 off
Cravens/Warren & Company 401(k) Plan (TX) 18 · 0 off
Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 18 · 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 Cloverfield Mgmt, LLC 401(k) Plan assets move in 2023? ▼

Cloverfield Mgmt, LLC 401(k) Plan grew at a solid clip - up 14.6% during 2023, from $3M to $4M. Reported net income was $485K.

How have Cloverfield Mgmt, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cloverfield Mgmt, LLC's sponsor-wide assets grew 8.0%, from $3M to $4M.

Which 401(k) plans are similar in size to Cloverfield Mgmt, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Echo Lake Country Club 401(k) Plan in NJ ($4M, 65 participants).

Which 401(k) plans cover a similar participant headcount to Cloverfield Mgmt, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Philotechnics, Ltd. 401(k) Plan in TN (18 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 203437221.