Other · DOL Form 5500 · 2023
Clarewood House, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $66,407
- Avg per participant Below avg balance/head
Official DOL plan name: Clarewood House Retirement Savings Plan · Sponsored by Clarewood House, Inc. · Texas · Healthcare & Social Assistance
$6M in assets, 91 participants
Clarewood House, Inc.'s Clarewood House Retirement Savings Plan reported $6M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,347 in Healthcare & Social Assistance (17,684 peers)
Clarewood House, Inc. multi-year trail
Clarewood House, Inc.'s plans moved +11.3% in assets from 2022 to 2023; this filing shows Clarewood House Retirement Savings Plan at $6M / 91 participants.
- #9,347
- in Healthcare & Social Assistance (17,684 peers)
- +11.3%
- assets growth YoY
Clarewood House Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clarewood House Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,043,020 48th percentile higher than 48% 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
Clarewood House Retirement 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. Clarewood House Retirement Savings Plan is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clarewood House Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $615K in the plan year 2023 filing.
- Clarewood House Retirement Savings Plan reported participants fell from 131 in the plan year 2022 filing to 91 in the plan year 2023 filing.
- Clarewood House Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 741468123 · Clarewood House, Inc. PY 2023 · Other
Clarewood House Retirement Savings Plan · $6M · 91 · 48th
- VS-ST $6M
- VS-ST 91
- VS-ST 48th
- VS-ST Other
- VS-ST near Zootampa 403(b) Retirement Plan
- VS-ST ind #9347
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Clarewood House Retirement Savings Plan in the asset neighbourhood
Clarewood House, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Clarewood House, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 11.339738924560805% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $5M |
| 2023 | 1 | 91 | $6M |
Clarewood House, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $615K |
| Employer EIN | 741468123 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Clarewood House Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Zootampa 403(b) Retirement Plan in FL ($6M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.