401(k) · DOL Form 5500 · 2023

Cloeren Incorporated 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
336
Participants Below avg headcount
78th
Percentile by assets National rank
$83,737
Avg per participant Below avg balance/head
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Official DOL plan name: Cloeren Incorporated 401(k) Plan · Sponsored by Cloeren Incorporated · Texas · Manufacturing

$28M in assets, 336 participants

Cloeren Incorporated's Cloeren Incorporated 401(k) Plan reported $28M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,085 in Manufacturing (18,722 peers)

Coverage in Texas

Cloeren Incorporated 401(k) Plan covers 336 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#13,085
in Manufacturing (18,722 peers)
+12.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Cloeren Incorporated 401(k) Plan vs every filed plan by assets

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

$28,135,702 Top 22% higher than 78% 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

Cloeren Incorporated 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. Cloeren Incorporated 401(k) Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cloeren Incorporated 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cloeren Incorporated 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Cloeren Incorporated 401(k) Plan reported participants rose from 310 in the plan year 2022 filing to 336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742145563 · Cloeren Incorporated PY 2023 · 401(k)

Cloeren Incorporated 401(k) Plan · $28M · 336 · 78th

  • ASSETS $28M
  • ASSETS 336
  • ASSETS 78th
  • ASSETS 401(k)
  • ASSETS near Maintech 401(k) Retirement Plan and Trust
  • ASSETS ind #13085

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 →

Cloeren Incorporated 401(k) Plan in the asset neighbourhood

Cloeren Incorporated 401(k) PlanCloeren Incorporated 401(k) …$28MMaintech 401(k) Retirement Plan and TrustMaintech 401(k) Retirement P…$28MUnited Business Bank 401(k) PlanUnited Business Bank 401(k) …$28MMcmorgan & Company LLC Retirement PlanMcmorgan & Company LLC Retir…$28MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$28M
End-of-year total assets ($M) among Cloeren Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN742145563
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cloeren Incorporated)

Sponsor-wide plan assets over time

All Cloeren Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.369802556337696% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25M $30.6M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 310 $25M
2023 1 336 $28M
2024 1 361 $31M

Nearby 401(k) Plans in Texas

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

Cloeren Incorporated 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cloeren Incorporated 401(k) Plan, Total assets ($B): 0.028135702 · Participants: 336Cloeren Incorporated 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
Cloeren Incorporated 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cloeren Incorporated 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Maintech 401(k) Retirement Plan and Trust in NJ ($28M); by covered participants it is Brownells, Inc. 401(k) Plan in IA (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Cloeren Incorporated 401(k) Plan assets move in 2023? ▼
Cloeren Incorporated 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $25M to $28M. Reported net income was $3M.
How have Cloeren Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cloeren Incorporated's sponsor-wide assets grew 22.4%, from $25M to $31M.
Where does Cloeren Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼
Cloeren Incorporated 401(k) Plan ranks in the 78th 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 Cloeren Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maintech 401(k) Retirement Plan and Trust in NJ ($28M, 479 participants).
Which 401(k) plans cover a similar participant headcount to Cloeren Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brownells, Inc. 401(k) Plan in IA (336 participants, $23M 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 742145563.

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.