Other · DOL Form 5500 · 2023

CLEARBROOK Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,027
Participants Near avg headcount
77th
Percentile by assets National rank
$25,550
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clearbrook Pension Savings Plan · Sponsored by CLEARBROOK · Illinois · Healthcare & Social Assistance

$26M in assets, 1,027 participants

CLEARBROOK's Clearbrook Pension Savings Plan reported $26M in total assets and 1,027 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.

  • #14,288 in Healthcare & Social Assistance (17,684 peers)

Where Clearbrook Pension Savings Plan sits by assets

Clearbrook Pension Savings Plan sits in the top quartile of all filed plans by assets, $26M for 1,027 participants (~$25,550/participant), up 15.9% in 2023.

#14,288
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Clearbrook Pension Savings Plan's outsized position by total assets

Clearbrook Pension Savings Plan vs every filed plan by assets

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

$26,239,527 Top 23% higher than 77% 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

Clearbrook Pension Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clearbrook Pension Savings Plan lands in the large band (1,027 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clearbrook Pension Savings Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Clearbrook Pension Savings Plan reported participants rose from 847 in the plan year 2022 filing to 1,027 in the plan year 2023 filing.
  • Clearbrook Pension Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362420176 · CLEARBROOK PY 2023 · Other

Clearbrook Pension Savings Plan · $26M · 1,027 · 77th

  • PCT $26M
  • EIN 1,027
  • RANK 77th
  • PHOTO Other
  • IND near New England Life Care, Inc. 403(b) Retirement Plan
  • EOY ind #14288

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Clearbrook Pension Savings Plan in the asset neighbourhood

Woodwell Climate Research Center, Inc. DC Retirement PlanWoodwell Climate Research Ce…$26MClearbrook Pension Savings PlanClearbrook Pension Savings P…$26MNew England Life Care, Inc. 403(b) Retirement PlanNew England Life Care, Inc. …$26MPuget Sound Kidney Centers Tax-Sheltered Annuity PlanPuget Sound Kidney Centers T…$26MCommunity School of Naples DC Retirement PlanCommunity School of Naples D…$26M
End-of-year total assets ($M) among Clearbrook Pension Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN362420176
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CLEARBROOK)

Sponsor-wide plan assets over time

All CLEARBROOK plans reported in each filing year

Latest sponsor-wide plan assets
$30M 30.9752379049869% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.7M $29.7M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 847 $23M
2023 1 1,027 $26M
2024 1 1,081 $30M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Clearbrook Pension Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Clearbrook Pension Savings Plan, Total assets ($B): 0.026239527 · Participants: 1027Clearbrook Pension Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Clearbrook Pension Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Clearbrook Pension Savings Plan side-by-side with 3 peers →

Clearbrook Pension Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is New England Life Care, Inc. 403(b) Retirement Plan in ME ($26M); by covered participants it is Regional Enterprises, Inc. 403(b) Plan in WI (1,027 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,027 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 Clearbrook Pension Savings Plan assets move in 2023? ▼
Clearbrook Pension Savings Plan grew sharply - up 15.9% during 2023, from $23M to $26M. Reported net income was $4M.
How have CLEARBROOK plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CLEARBROOK's sponsor-wide assets grew 31.0%, from $23M to $30M.
Where does Clearbrook Pension Savings Plan rank by assets among Form 5500 filers? ▼
Clearbrook Pension Savings 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 Other plans are similar in size to Clearbrook Pension Savings Plan? ▼
Among Other plans in other states, the closest by assets is New England Life Care, Inc. 403(b) Retirement Plan in ME ($26M, 500 participants).
Which Other plans cover a similar participant headcount to Clearbrook Pension Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Regional Enterprises, Inc. 403(b) Plan in WI (1,027 participants, $119M 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 362420176.

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.