Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Clark University Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Clark University ยท Massachusetts ยท Educational Services

What the 2023 filing shows

Clark University Retirement Plan holds $351M for 727 participants - about $482,858 per participant, up 13.5% over the 2023 plan year.

$351M
total plan assets (2023 EOY)
727
covered participants
$482,858
avg assets per participant
+13.5%
assets growth YoY
Total Assets (2023)
$351M
Participants
727
Industry
Educational Services

What the Filing Says About Clark University Retirement Plan

Clark University Retirement Plan is a Profit Sharing retirement plan sponsored by Clark University, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $351M in total end-of-year assets and covers 727 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042111203, and the plan has been effective since 1921-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $309M at the beginning of 2023 to $351M at year-end โ€” a gain of 13.5%. Net assets (after liabilities) closed the year at $351M, with reported net income of $42M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$309M
Total Assets (End of Year)$351M
Net Assets (End of Year)$351M
Net Income$42M
Plan TypeProfit Sharing
Employer EIN042111203
Plan Effective Date1921-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark University)

Year Plans Participants Total Assets
2022 1 727 $309M
2023 1 727 $351M
2024 1 724 $378M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Clark University Retirement Plan?
As of the 2023 Form 5500 filing, Clark University Retirement Plan holds $351M in total assets with 727 participants. It is sponsored by Clark University.
What type of plan is Clark University Retirement Plan?
Clark University Retirement Plan is a Profit Sharing plan. It has been effective since 1921-09-01. The plan is filed with the U.S. Department of Labor under EIN 042111203.
Who sponsors the Clark University Retirement Plan?
Clark University Retirement Plan is sponsored by Clark University, located in Massachusetts. The sponsor's EIN is 042111203 and the plan operates in the Educational Services industry.
How did Clark University Retirement Plan perform in 2023?
Clark University Retirement Plan grew by 13.5% during 2023, moving from $309M to $351M in total assets. Net income was $42M.
Where can I find official filings for Clark University Retirement Plan?
Official Form 5500 filings for Clark University Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042111203 or plan name at efast.dol.gov.
How does Clark University Retirement Plan compare to other plans?
You can compare Clark University Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 042111203.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.