401(k) · DOL Form 5500 · 2023

Clearwater Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
514
Participants Below avg headcount
51st
Percentile by assets National rank
$13,755
Avg per participant Low balance/head
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Official DOL plan name: Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Clearwater Solutions, LLC · Alabama · Other Services

$7M in assets, 514 participants

Clearwater Solutions, LLC's Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 514 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,588 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust ranks #5,588 of 7,857 2023 filers by assets (284% of the sector average)-$7M for 514 participants.

#5,588
in Other Services (7,857 peers)
+6.8%
assets growth YoY

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,070,280 Top 49% higher than 51% 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

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust 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. Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (514 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 248 in the plan year 2022 filing to 514 in the plan year 2023 filing.
  • Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2022 filing to $451K in the plan year 2023 filing.
  • Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208152510 · Clearwater Solutions, LLC PY 2023 · 401(k)

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust · $7M · 514 · 51st

  • 5500 $7M
  • ASSETS 514
  • PCT 51st
  • EIN 401(k)
  • RANK near Marvel Architects Landscape Ar 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #5588

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 Other Services retirement plans → · Plans in Alabama →

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & TrustClearwater Solutions, LLC 40…$7MMarvel Architects Landscape Ar 401(k) Profit Sharing Plan & TrustMarvel Architects Landscape …$7MFennell Holdings, Inc. 401(k) Savings PlanFennell Holdings, Inc. 401(k…$7MJolt Credit Union 401(k) and Profit Sharing PlanJolt Credit Union 401(k) and…$7MBlue Chip Talent Retirement Savings PlanBlue Chip Talent Retirement …$7M
End-of-year total assets ($M) among Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$451K
Employer EIN208152510
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clearwater Solutions, LLC)

Sponsor-wide plan assets over time

All Clearwater Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.105519129571308% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M$7.4M 202220232024 $6.62M $7.22M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 248 $7M
2023 1 514 $7M
2024 1 586 $7M

Nearby 401(k) Plans in Alabama

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

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00707028 · Participants: 514Clearwater Solutions, LLC 401(k) Profit Sharing Plan & TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Marvel Architects Landscape Ar 401(k) Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (514 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 Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 6.8% during 2023, from $7M to $7M. Reported net income was $451K.
How have Clearwater Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearwater Solutions, LLC's sponsor-wide assets grew 9.1%, from $7M to $7M.
Which 401(k) plans are similar in size to Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Marvel Architects Landscape Ar 401(k) Profit Sharing Plan & Trust in NY ($7M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Clearwater Solutions, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants, $88M 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 208152510.

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.