401(k) · DOL Form 5500 · 2023

Clarify Health Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
265
Participants Below avg headcount
66th
Percentile by assets National rank
$52,766
Avg per participant Low balance/head
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Official DOL plan name: Clarify Health 401(k) Plan · Sponsored by Clarify Health Solutions, Inc. · California · Professional & Technical Services

$14M in assets, 265 participants

Clarify Health Solutions, Inc.'s Clarify Health 401(k) Plan reported $14M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,226 in Professional & Technical Services (20,321 peers)

Coverage in California

Clarify Health 401(k) Plan covers 265 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $14M.

#13,226
in Professional & Technical Services (20,321 peers)
+37.5%
assets growth YoY

Clarify Health 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clarify Health 401(k) Plan vs every filed plan by assets

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

$13,982,885 Top 34% higher than 66% 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

Clarify Health 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. Clarify Health 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clarify Health 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Clarify Health 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Clarify Health 401(k) Plan reported participants rose from 200 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475611020 · Clarify Health Solutions, Inc. PY 2023 · 401(k)

Clarify Health 401(k) Plan · $14M · 265 · 66th

  • EOY $14M
  • 5500 265
  • ASSETS 66th
  • PCT 401(k)
  • EIN near Health Tech Solutions LLC 401(k) Profit Sharing Plan and Trust
  • RANK ind #13226

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 California →

Clarify Health 401(k) Plan in the asset neighbourhood

Clarify Health 401(k) Plan$14MHealth Tech Solutions LLC 401(k) Profit Sharing Plan and TrustHealth Tech Solutions LLC 40…$14MLifelinc Corporation 401(k)PlanLifelinc Corporation 401(k)P…$14MPepper Source, Ltd. & Subsidiaries 401(k) PlanPepper Source, Ltd. & Subsid…$14MSpb Hospitality LLC Retirement Savings PlanSpb Hospitality LLC Retireme…$14M
End-of-year total assets ($M) among Clarify Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN475611020
Plan Effective Date2020-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarify Health Solutions, Inc.)

Sponsor-wide plan assets over time

All Clarify Health Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.2352747268093% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15.3M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 200 $10M
2023 1 265 $14M
2024 1 206 $15M

Nearby 401(k) Plans in California

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

Clarify Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clarify Health 401(k) Plan, Total assets ($B): 0.013982885 · Participants: 265Clarify Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Clarify Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clarify Health 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Health Tech Solutions LLC 401(k) Profit Sharing Plan and Trust in KY ($14M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Clarify Health 401(k) Plan assets move in 2023? ▼
Clarify Health 401(k) Plan surged - up 37.5% during 2023, from $10M to $14M. Reported net income was $4M.
How have Clarify Health Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarify Health Solutions, Inc.'s sponsor-wide assets grew 50.2%, from $10M to $15M.
Which 401(k) plans are similar in size to Clarify Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Tech Solutions LLC 401(k) Profit Sharing Plan and Trust in KY ($14M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Clarify Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 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 475611020.

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.