401(k) · DOL Form 5500 · 2023

Clm Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$48K
Total assets Small plan by assets
3
Participants Small participant base
4th
Percentile by assets National rank
$15,941
Avg per participant Low balance/head
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Official DOL plan name: Clm Holdings, Inc. 401(k) Plan · Sponsored by Clm Holdings, Inc. · Massachusetts · Administrative & Support Services

$48K in assets, 3 participants

Clm Holdings, Inc.'s Clm Holdings, Inc. 401(k) Plan reported $48K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #375 in Administrative & Support Services (4,372 peers)

Clm Holdings, Inc. multi-year trail

Clm Holdings, Inc.'s plans moved +115.0% in assets from 2022 to 2024; this filing shows Clm Holdings, Inc. 401(k) Plan at $48K / 3 participants.

#375
in Administrative & Support Services (4,372 peers)
+11.8%
assets growth YoY

Clm Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Clm Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$47,822 4th percentile higher than 4% 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

Clm Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clm Holdings, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clm Holdings, Inc. 401(k) Plan reported net income rose from -$10K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Clm Holdings, Inc. 401(k) Plan end-of-year assets rose from $43K in the plan year 2022 filing to $48K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822274012 · Clm Holdings, Inc. PY 2023 · 401(k)

Clm Holdings, Inc. 401(k) Plan · $48K · 3 · 4th

  • NET $48K
  • NET 3
  • NET 4th
  • NET 401(k)
  • NET near Breath Business Group, Inc. 401(k) Plan
  • NET ind #375

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Clm Holdings, Inc. 401(k) Plan in the asset neighbourhood

Clm Holdings, Inc. 401(k) PlanClm Holdings, Inc. 401(k) Pl…$48KBreath Business Group, Inc. 401(k) PlanBreath Business Group, Inc. …$48KJlcn Inc. 401(k) Plan$48KTr Williams Holdings Inc 401(k) PlanTr Williams Holdings Inc 401…$48KTranscendent Leadership, Inc. 401(k) PlanTranscendent Leadership, Inc…$48K
End-of-year total assets ($M) among Clm Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clm Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Clm Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92K 114.99813049168068% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.04M $0.09M ▲ +125.0%
Year Plans Participants Total Assets
2022 1 3 $43K
2023 2 3 $88K
2024 3 4 $92K

Clm Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$48K
Net Income$5K
Employer EIN822274012
Plan Effective Date2017-07-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Clm Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Clm Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000047822 · Participants: 3Clm Holdings, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Clm Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Clm Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Clm Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Breath Business Group, Inc. 401(k) Plan in LA ($48K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Clm Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Clm Holdings, Inc. 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $43K to $48K. Reported net income was $5K.
How have Clm Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clm Holdings, Inc.'s sponsor-wide assets grew 115.0%, from $43K to $92K.
Where does Clm Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Clm Holdings, Inc. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Clm Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breath Business Group, Inc. 401(k) Plan in LA ($48K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Clm Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 822274012.

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.