401(k) · DOL Form 5500 · 2023

Claritas, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size: 191
Participants Below avg headcount: 77th
Percentile by assets National rank: $139,933
Avg per participant Near avg balance/head

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Official DOL plan name: Claritas 401(k) Plan · Sponsored by Claritas, LLC · Ohio · Professional & Technical Services

$27M in assets, 191 participants

Claritas, LLC's Claritas 401(k) Plan reported $27M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

#15,828 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Claritas 401(k) Plan covers 191 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#15,828
in Professional & Technical Services (20,321 peers): +31.4%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Claritas 401(k) Plan's outsized position by total assets

Claritas 401(k) Plan vs every filed plan by assets

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

$26,727,208 Top 23% higher than 77% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Claritas 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. Claritas 401(k) Plan sits mid-pack in the medium band (191 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Claritas 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Claritas 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Claritas 401(k) Plan reported participants fell from 193 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814488077 · Claritas, LLC PY 2023 · 401(k)

Claritas 401(k) Plan · $27M · 191 · 77th

PCT $27M
EIN 191
RANK 77th
PHOTO 401(k)
IND near Jet East Gama 401(k) Plan
EOY ind #15828

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 Professional & Technical Services retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Claritas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$27M
Net Income	$6M
Employer EIN	814488077
Plan Effective Date	2017-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Claritas, LLC)

Latest sponsor-wide plan assets: $32M 58.82807347378902% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	193	$20M
2023	1	191	$27M
2024	1	225	$32M

Nearby 401(k) Plans in Ohio

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

Claritas 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Claritas 401(k) Plan side-by-side with 3 peers →

Claritas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jet East Gama 401(k) Plan in FL ($27M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Jet East Gama 401(k) Plan (FL) $27M · 609
Partner Therapeutics 401(k) Plan (MA) $27M · 181
Ocean Fleet Services 401(k) Plan (VA) $27M · 496
Central States Industrial Equipment and Service, Inc. 401(k) Profit Sharing Plan (MO) $27M · 246

Similar participant headcount

Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.

Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off

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 Claritas 401(k) Plan assets move in 2023? ▼

Claritas 401(k) Plan surged - up 31.4% during 2023, from $20M to $27M. Reported net income was $6M.

How have Claritas, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Claritas, LLC's sponsor-wide assets grew 58.8%, from $20M to $32M.

Where does Claritas 401(k) Plan rank by assets among Form 5500 filers? ▼

Claritas 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Claritas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jet East Gama 401(k) Plan in FL ($27M, 609 participants).

Which 401(k) plans cover a similar participant headcount to Claritas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 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 814488077.