401(k) · DOL Form 5500 · 2024
Clearpoint Federal Bank & Trust 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $149,861
- Avg per participant Above avg balance/head
Official DOL plan name: Clearpoint Federal Bank & Trust Retirement Savings Plan · Sponsored by Clearpoint Federal Bank & Trust · Indiana · Finance & Insurance
$4M in assets, 29 participants
Clearpoint Federal Bank & Trust's Clearpoint Federal Bank & Trust Retirement Savings Plan reported $4M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,254 in Finance & Insurance (8,549 peers)
Clearpoint Federal Bank & Trust multi-year trail
Clearpoint Federal Bank & Trust's plans moved +59.0% in assets from 2022 to 2024; this filing shows Clearpoint Federal Bank & Trust Retirement Savings Plan at $4M / 29 participants.
- #2,254
- in Finance & Insurance (8,549 peers)
- +19.0%
- assets growth YoY
Clearpoint Federal Bank & Trust Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Clearpoint Federal Bank & Trust Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,345,966 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Clearpoint Federal Bank & Trust Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clearpoint Federal Bank & Trust Retirement Savings Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clearpoint Federal Bank & Trust Retirement Savings Plan reported net income fell from $918K in the plan year 2023 filing to $694K in the plan year 2024 filing.
- Clearpoint Federal Bank & Trust Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Clearpoint Federal Bank & Trust Retirement Savings Plan reported participants rose from 28 in the plan year 2023 filing to 29 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 352047688 · Clearpoint Federal Bank & Trust PY 2024 · 401(k)
Clearpoint Federal Bank & Trust Retirement Savings Plan · $4M · 29 · 40th
- IND $4M
- IND 29
- IND 40th
- IND 401(k)
- IND near Vesta Property Services Inc 401(k) Profit Sharing Plan & Trust
- IND ind #2254
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 Indiana →
Clearpoint Federal Bank & Trust Retirement Savings Plan in the asset neighbourhood
Clearpoint Federal Bank & Trust multi-year asset trail
Sponsor-wide plan assets over time
All Clearpoint Federal Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 59.00546535256244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $3M |
| 2023 | 1 | 28 | $4M |
| 2024 | 1 | 29 | $4M |
Clearpoint Federal Bank & Trust filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $694K |
| Employer EIN | 352047688 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Clearpoint Federal Bank & Trust Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Vesta Property Services Inc 401(k) Profit Sharing Plan & Trust in FL ($4M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.