Profit Sharing · DOL Form 5500 · 2024

Clz Incorporated Profit Sharing Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$166,111
Avg per participant Above avg balance/head
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Official DOL plan name: Clz Incorporated Retirement Plan · Sponsored by Clz Incorporated · Maine · Food Services & Accommodation

$332K in assets, 2 participants

Clz Incorporated's Clz Incorporated Retirement Plan reported $332K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,386 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Clz Incorporated Retirement Plan ranks #1,386 of 3,672 2024 filers by assets (5889% of the sector average)-$332K for 2 participants.

#1,386
in Food Services & Accommodation (3,672 peers)
+25.6%
assets growth YoY

Clz Incorporated Retirement Plan among the smaller filed plans by assets

Clz Incorporated Retirement Plan vs every filed plan by assets

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

$332,222 14th percentile higher than 14% 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

Clz Incorporated Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clz Incorporated Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clz Incorporated Retirement Plan reported net income rose from $13K in the plan year 2023 filing to $68K in the plan year 2024 filing.
  • Clz Incorporated Retirement Plan end-of-year assets rose from $264K in the plan year 2023 filing to $332K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812581867 · Clz Incorporated PY 2024 · Profit Sharing

Clz Incorporated Retirement Plan · $332K · 2 · 14th

  • ASSETS $332K
  • ASSETS 2
  • ASSETS 14th
  • ASSETS Profit Sharing
  • ASSETS near Jena Ventures, Inc. Retirement Plan
  • ASSETS ind #1386

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 Food Services & Accommodation retirement plans → · Plans in Maine →

Clz Incorporated Retirement Plan in the asset neighbourhood

Clz Incorporated Retirement PlanClz Incorporated Retirement …$332KJena Ventures, Inc. Retirement PlanJena Ventures, Inc. Retireme…$332KRudi Clips Inc. Retirement PlanRudi Clips Inc. Retirement P…$332KSmith Innovative & Sustainable Solutions, Inc. Profit Sharing PlanSmith Innovative & Sustainab…$332KFxa, Inc. Profit Sharing Plan$332K
End-of-year total assets ($M) among Clz Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$264K
Net Assets (End of Year)$332K
Net Income$68K
Employer EIN812581867
Plan Effective Date2016-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Clz Incorporated)

Sponsor-wide plan assets over time

All Clz Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$332K 31.997028078302986% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.25M $0.33M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 2 $252K
2023 1 2 $264K
2024 1 2 $332K

Nearby Profit Sharing Plans in Maine

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

Clz Incorporated Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -200204060 Total assets ($M) Participants Clz Incorporated Retirement Plan, Total assets ($M): 0.332222 · Participants: 2Clz Incorporated Retirement PlanI.B.E.W. Local 1253 Retirement Plan, Total assets ($M): 54.885454 · Participants: 538I.B.E.W. Local 1253 Retirement PlanPenobscot Community Health Center 403(b) Plan, Total assets ($M): 41.854365 · Participants: 858Penobscot Community Health Center 403(b) PlanMaine Dartmouth Family Medicine Residency 403(b) Plan, Total assets ($M): 29.192815 · Participants: 121Maine Dartmouth Family Medicine Residency 403(b) PlanShaw Brothers Construction Profit Sharing Plan, Total assets ($M): 27.155106 · Participants: 212Shaw Brothers Construction Profit Sharing PlanThomas College DC Retirement Plan, Total assets ($M): 23.077585 · Participants: 153Thomas College DC Retirement Plan
Clz Incorporated Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants
Compare Clz Incorporated Retirement Plan side-by-side with 3 peers →

Clz Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maine, the nearest Profit Sharing by assets is Jena Ventures, Inc. Retirement Plan in MA ($332K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Clz Incorporated Retirement Plan assets move in 2024? ▼
Clz Incorporated Retirement Plan grew sharply - up 25.6% during 2024, from $264K to $332K. Reported net income was $68K.
How have Clz Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clz Incorporated's sponsor-wide assets grew 32.0%, from $252K to $332K.
Where does Clz Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Clz Incorporated Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Clz Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jena Ventures, Inc. Retirement Plan in MA ($332K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Clz Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 812581867.

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.