401(k) · DOL Form 5500 · 2024

Clear Harbor Asset Management 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
27th
Percentile by assets National rank
$145,885
Avg per participant Above avg balance/head
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Official DOL plan name: Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust · Sponsored by Clear Harbor Asset Management · Connecticut · Finance & Insurance

$2M in assets, 11 participants

Clear Harbor Asset Management's Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,432 in Finance & Insurance (8,549 peers)

Clear Harbor Asset Management multi-year trail

Clear Harbor Asset Management's plans moved +57.9% in assets from 2022 to 2024; this filing shows Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust at $2M / 11 participants.

#1,432
in Finance & Insurance (8,549 peers)
+23.7%
assets growth YoY

Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,604,736 27th percentile higher than 27% of 123,620 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 2024

Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust reported net income rose from $281K in the plan year 2023 filing to $308K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 271506486 · Clear Harbor Asset Management PY 2024 · 401(k)

Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust · $2M · 11 · 27th

  • 5500 $2M
  • 5500 11
  • 5500 27th
  • 5500 401(k)
  • 5500 near Elkinton Enterprises, Inc. 401(k) Plan
  • 5500 ind #1432

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bergeson-Boese & Associates, Inc. 401(k) PlanBergeson-Boese & Associates,…$2MClear Harbor Asset Management 401(k) Profit Sharing Plan & TrustClear Harbor Asset Managemen…$2MElkinton Enterprises, Inc. 401(k) PlanElkinton Enterprises, Inc. 4…$2MKbs Builders, Inc 401(k) Plan$2MRl Liquidators$2M
End-of-year total assets ($M) among Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Clear Harbor Asset Management multi-year asset trail

Sponsor-wide plan assets over time

All Clear Harbor Asset Management plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.901075675101254% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.02M $1.6M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 10 $1M
2024 1 11 $2M

Clear Harbor Asset Management filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$308K
Employer EIN271506486
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001604736 · Participants: 11Clear Harbor Asset Management 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Elkinton Enterprises, Inc. 401(k) Plan in CA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust grew sharply - up 23.7% during 2024, from $1M to $2M. Reported net income was $308K.
How have Clear Harbor Asset Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clear Harbor Asset Management's sponsor-wide assets grew 57.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Elkinton Enterprises, Inc. 401(k) Plan in CA ($2M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Clear Harbor Asset Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271506486.

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.