401(k) · DOL Form 5500 · 2023

Clubessential Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
493
Participants Below avg headcount
71st
Percentile by assets National rank
$36,269
Avg per participant Low balance/head
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Official DOL plan name: Clubessential Holdings, LLC 401(k) Plan · Sponsored by Clubessential Holdings, LLC · Ohio · Information & Media

$18M in assets, 493 participants

Clubessential Holdings, LLC's Clubessential Holdings, LLC 401(k) Plan reported $18M in total assets and 493 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,701 in Information & Media (2,818 peers)

Clubessential Holdings, LLC multi-year trail

Clubessential Holdings, LLC's plans moved +110.1% in assets from 2022 to 2024; this filing shows Clubessential Holdings, LLC 401(k) Plan at $18M / 493 participants.

#1,701
in Information & Media (2,818 peers)
+54.1%
assets growth YoY

Clubessential Holdings, LLC 401(k) Plan's outsized position by total assets

Clubessential Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$17,880,715 Top 29% higher than 71% 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

Clubessential Holdings, LLC 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. Clubessential Holdings, LLC 401(k) Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clubessential Holdings, LLC 401(k) Plan reported net income rose from $606K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Clubessential Holdings, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Clubessential Holdings, LLC 401(k) Plan reported participants rose from 331 in the plan year 2022 filing to 493 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813166532 · Clubessential Holdings, LLC PY 2023 · 401(k)

Clubessential Holdings, LLC 401(k) Plan · $18M · 493 · 71st

  • 5500 $18M
  • ASSETS 493
  • PCT 71st
  • EIN 401(k)
  • RANK near Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions
  • PHOTO ind #1701

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 Information & Media retirement plans → · Plans in Ohio →

Clubessential Holdings, LLC 401(k) Plan in the asset neighbourhood

Clubessential Holdings, LLC 401(k) PlanClubessential Holdings, LLC …$18MWheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsWheatland Bank Employee Stoc…$18MMorris P. Hebert, Inc. 401(k) Retirement PlanMorris P. Hebert, Inc. 401(k…$18MTasus Corporation 401(k) Plan$18MHallmark Aviation Services, LP 401(k) PlanHallmark Aviation Services, …$18M
End-of-year total assets ($M) among Clubessential Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clubessential Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Clubessential Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 110.0902544052027% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $11.6M $24.4M ▲ +110.1%
Year Plans Participants Total Assets
2022 1 331 $12M
2023 1 493 $18M
2024 1 559 $24M

Clubessential Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN813166532
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Clubessential Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Clubessential Holdings, LLC 401(k) Plan, Total assets ($B): 0.017880715 · Participants: 493Clubessential Holdings, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Clubessential Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Clubessential Holdings, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in WA ($18M); by covered participants it is O9 Solutions 401(k) Plan in TX (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Clubessential Holdings, LLC 401(k) Plan assets move in 2023? ▼
Clubessential Holdings, LLC 401(k) Plan surged - up 54.1% during 2023, from $12M to $18M. Reported net income was $6M.
How have Clubessential Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clubessential Holdings, LLC's sponsor-wide assets grew 110.1%, from $12M to $24M.
Which 401(k) plans are similar in size to Clubessential Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in WA ($18M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Clubessential Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O9 Solutions 401(k) Plan in TX (493 participants, $23M 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 813166532.

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.