401(k) · DOL Form 5500 · 2023

Claridge Products & Equipment, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
455
Participants Below avg headcount
52nd
Percentile by assets National rank
$16,366
Avg per participant Low balance/head
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Official DOL plan name: Claridge Products & Equipment, LLC Employees 401(k) Plan · Sponsored by Claridge Products & Equipment, LLC · Texas · Manufacturing

$7M in assets, 455 participants

Claridge Products & Equipment, LLC's Claridge Products & Equipment, LLC Employees 401(k) Plan reported $7M in total assets and 455 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,917 in Manufacturing (18,722 peers)

What the 2023 filing shows

Claridge Products & Equipment, LLC Employees 401(k) Plan holds $7M for 455 participants - about $16,366 per participant, above the median plan by assets.

#6,917
in Manufacturing (18,722 peers)
-6.8%
assets change YoY

The plan reported a net loss of $547K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Claridge Products & Equipment, LLC Employees 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Claridge Products & Equipment, LLC Employees 401(k) Plan vs every filed plan by assets

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

$7,446,480 Top 48% higher than 52% 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

Claridge Products & Equipment, LLC Employees 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. Claridge Products & Equipment, LLC Employees 401(k) Plan sits mid-pack in the medium band (455 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claridge Products & Equipment, LLC Employees 401(k) Plan reported participants rose from 215 in the plan year 2022 filing to 455 in the plan year 2023 filing.
  • Claridge Products & Equipment, LLC Employees 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to -$547K in the plan year 2023 filing.
  • Claridge Products & Equipment, LLC Employees 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 710302078 · Claridge Products & Equipment, LLC PY 2023 · 401(k)

Claridge Products & Equipment, LLC Employees 401(k) Plan · $7M · 455 · 52nd

  • BOY $7M
  • BOY 455
  • BOY 52nd
  • BOY 401(k)
  • BOY near Sheng-Raamco Management Inc. 401(k) Plan
  • BOY ind #6917

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 Manufacturing retirement plans → · Plans in Texas →

Claridge Products & Equipment, LLC Employees 401(k) Plan in the asset neighbourhood

Claridge Products & Equipment, LLC Employees 401(k) PlanClaridge Products & Equipmen…$7MSheng-Raamco Management Inc. 401(k) PlanSheng-Raamco Management Inc.…$7MGermfree Laboratories, Inc. 401(k) PlanGermfree Laboratories, Inc. …$7MLegacy Pharmaceutical Packaging 401(k) Profit Sharing PlanLegacy Pharmaceutical Packag…$7MNanostone Water, Inc. 401(k) PlanNanostone Water, Inc. 401(k)…$7M
End-of-year total assets ($M) among Claridge Products & Equipment, LLC Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$547K
Employer EIN710302078
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Claridge Products & Equipment, LLC)

Sponsor-wide plan assets over time

All Claridge Products & Equipment, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 6.0789510360553205% vs 2022
2024 filing year
$7.2M$7.4M$7.6M$7.8M$8M$8.2M 202220232024 $7.99M $7.51M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 215 $8M
2023 1 455 $7M
2024 1 324 $8M

Nearby 401(k) Plans in Texas

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

Claridge Products & Equipment, LLC Employees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Claridge Products & Equipment, LLC Employees 401(k) Plan, Total assets ($B): 0.00744648 · Participants: 455Claridge Products & Equipment, LLC Employees 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Claridge Products & Equipment, LLC Employees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Claridge Products & Equipment, LLC Employees 401(k) Plan side-by-side with 3 peers →

Claridge Products & Equipment, LLC Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sheng-Raamco Management Inc. 401(k) Plan in NJ ($7M); by covered participants it is Dewey Services, Inc. Retirement Savings Plan in CA (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (455 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 Claridge Products & Equipment, LLC Employees 401(k) Plan assets move in 2023? ▼
Claridge Products & Equipment, LLC Employees 401(k) Plan pulled back noticeably - down 6.8% during 2023, from $8M to $7M. Reported net income was -$547K.
How have Claridge Products & Equipment, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claridge Products & Equipment, LLC's sponsor-wide assets declined 6.1%, from $8M to $8M.
Which 401(k) plans are similar in size to Claridge Products & Equipment, LLC Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheng-Raamco Management Inc. 401(k) Plan in NJ ($7M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Claridge Products & Equipment, LLC Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dewey Services, Inc. Retirement Savings Plan in CA (455 participants, $21M 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 710302078.

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.