401(k) · DOL Form 5500 · 2023

Claims Recovery Financial Services LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
136
Participants Small participant base
43rd
Percentile by assets National rank
$34,310
Avg per participant Low balance/head
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Official DOL plan name: Claims Recovery Financial Services 401(k) Plan · Sponsored by Claims Recovery Financial Services LLC · New York · Finance & Insurance

$5M in assets, 136 participants

Claims Recovery Financial Services LLC's Claims Recovery Financial Services 401(k) Plan reported $5M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,683 in Finance & Insurance (8,869 peers)

Coverage in New York

Claims Recovery Financial Services 401(k) Plan covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,683
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY

Claims Recovery Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Claims Recovery Financial Services 401(k) Plan vs every filed plan by assets

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

$4,666,169 43rd percentile higher than 43% 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

Claims Recovery Financial Services 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. Claims Recovery Financial Services 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claims Recovery Financial Services 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $347K in the plan year 2023 filing.
  • Claims Recovery Financial Services 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Claims Recovery Financial Services 401(k) Plan reported participants fell from 141 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203866006 · Claims Recovery Financial Services LLC PY 2023 · 401(k)

Claims Recovery Financial Services 401(k) Plan · $5M · 136 · 43rd

  • TYPE $5M
  • TYPE 136
  • TYPE 43rd
  • TYPE 401(k)
  • TYPE near Russo, Russo & Slania, P.C. Profit Sharing Plan and Trust Agreement
  • TYPE ind #2683

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 →

Claims Recovery Financial Services 401(k) Plan in the asset neighbourhood

Claims Recovery Financial Services 401(k) PlanClaims Recovery Financial Se…$5MRusso, Russo & Slania, P.C. Profit Sharing Plan and Trust AgreementRusso, Russo & Slania, P.C. …$5MRoyal Pacific Funding Corporation 401(k) Profit Sharing Plan and TrustRoyal Pacific Funding Corpor…$5M401(k) Profit Sharing Plan for Employees of Midstate Arc, Inc.401(k) Profit Sharing Plan f…$5MLounsbury & Associates, Inc. 401(k) PlanLounsbury & Associates, Inc.…$5M
End-of-year total assets ($M) among Claims Recovery Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$347K
Employer EIN203866006
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Claims Recovery Financial Services LLC)

Sponsor-wide plan assets over time

All Claims Recovery Financial Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.951276061266127% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M 202220232024 $4.32M $4.62M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 141 $4M
2023 1 136 $5M
2024 1 79 $5M

Nearby 401(k) Plans in New York

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

Claims Recovery Financial Services 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Claims Recovery Financial Services 401(k) Plan, Total assets ($B): 0.004666169 · Participants: 136Claims Recovery Financial Services 401(k) 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
Claims Recovery Financial Services 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Claims Recovery Financial Services 401(k) Plan side-by-side with 3 peers →

Claims Recovery Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Russo, Russo & Slania, P.C. Profit Sharing Plan and Trust Agreement in AZ ($5M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Claims Recovery Financial Services 401(k) Plan assets move in 2023? ▼
Claims Recovery Financial Services 401(k) Plan grew at a solid clip - up 8.0% during 2023, from $4M to $5M. Reported net income was $347K.
How have Claims Recovery Financial Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claims Recovery Financial Services LLC's sponsor-wide assets grew 7.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Claims Recovery Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Russo, Russo & Slania, P.C. Profit Sharing Plan and Trust Agreement in AZ ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Claims Recovery Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 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 203866006.

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.