401(k) · DOL Form 5500 · 2023

Clsa Americas, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
57
Participants Small participant base
80th
Percentile by assets National rank
$559,745
Avg per participant High balance/head
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Official DOL plan name: Clsa Americas, LLC 401(k) Savings Plan · Sponsored by Clsa Americas, LLC · New York · Finance & Insurance

$32M in assets, 57 participants

Clsa Americas, LLC's Clsa Americas, LLC 401(k) Savings Plan reported $32M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,166 in Finance & Insurance (8,869 peers)

Where Clsa Americas, LLC 401(k) Savings Plan sits by assets

Clsa Americas, LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $32M for 57 participants (~$559,745/participant), up 13.3% in 2023.

#6,166
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Clsa Americas, LLC 401(k) Savings Plan's outsized position by total assets

Clsa Americas, LLC 401(k) Savings Plan vs every filed plan by assets

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

$31,905,467 Top 20% higher than 80% 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

Clsa Americas, LLC 401(k) Savings 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. Clsa Americas, LLC 401(k) Savings Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clsa Americas, LLC 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Clsa Americas, LLC 401(k) Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Clsa Americas, LLC 401(k) Savings Plan reported participants fell from 63 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 460882815 · Clsa Americas, LLC PY 2023 · 401(k)

Clsa Americas, LLC 401(k) Savings Plan · $32M · 57 · 80th

  • PCT $32M
  • PCT 57
  • PCT 80th
  • PCT 401(k)
  • PCT near Carval Investors Savings Plan
  • PCT ind #6166

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 Finance & Insurance retirement plans → · Plans in New York →

Clsa Americas, LLC 401(k) Savings Plan in the asset neighbourhood

Clsa Americas, LLC 401(k) Savings PlanClsa Americas, LLC 401(k) Sa…$32MCarval Investors Savings Plan$32MAssociated Asphalt Partners Retirement and Savings PlanAssociated Asphalt Partners …$32MZacks Investment Research, Inc. 401(k) Savings PlanZacks Investment Research, I…$32MDakota Red Corporation 401(k) Profit Sharing PlanDakota Red Corporation 401(k…$32M
End-of-year total assets ($M) among Clsa Americas, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN460882815
Plan Effective Date2013-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clsa Americas, LLC)

Sponsor-wide plan assets over time

All Clsa Americas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 12.880172096204248% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $28.2M $31.8M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 63 $28M
2023 1 57 $32M
2024 1 56 $32M

Nearby 401(k) Plans in New York

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

Clsa Americas, LLC 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Clsa Americas, LLC 401(k) Savings Plan, Total assets ($B): 0.031905467 · Participants: 57Clsa Americas, LLC 401(k) Savings 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
Clsa Americas, LLC 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clsa Americas, LLC 401(k) Savings Plan side-by-side with 3 peers →

Clsa Americas, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Carval Investors Savings Plan in MN ($32M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Clsa Americas, LLC 401(k) Savings Plan assets move in 2023? ▼
Clsa Americas, LLC 401(k) Savings Plan grew at a solid clip - up 13.3% during 2023, from $28M to $32M. Reported net income was $4M.
How have Clsa Americas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clsa Americas, LLC's sponsor-wide assets grew 12.9%, from $28M to $32M.
Where does Clsa Americas, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Clsa Americas, LLC 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Clsa Americas, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carval Investors Savings Plan in MN ($32M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Clsa Americas, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 460882815.

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.