401(k) · DOL Form 5500 · 2024

Clay Trenz Financial Services 401(k) Plan

Data updated 2026-08-25

$793K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$396,744
Avg per participant High balance/head
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Official DOL plan name: Clay Trenz Financial Services 401(k) Plan · Sponsored by Clay Trenz Financial Services · Oregon · Finance & Insurance

$793K in assets, 2 participants

Clay Trenz Financial Services's Clay Trenz Financial Services 401(k) Plan reported $793K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,005 in Finance & Insurance (8,549 peers)

Clay Trenz Financial Services multi-year trail

Clay Trenz Financial Services's plans moved +54.1% in assets from 2022 to 2024; this filing shows Clay Trenz Financial Services 401(k) Plan at $793K / 2 participants.

#1,005
in Finance & Insurance (8,549 peers)
+24.2%
assets growth YoY

Clay Trenz Financial Services 401(k) Plan among the smaller filed plans by assets

Clay Trenz Financial Services 401(k) Plan vs every filed plan by assets

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

$793,487 21st percentile higher than 21% 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

Clay Trenz Financial Services 401(k) 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. Clay Trenz Financial Services 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clay Trenz Financial Services 401(k) Plan reported net income rose from $124K in the plan year 2023 filing to $155K in the plan year 2024 filing.
  • Clay Trenz Financial Services 401(k) Plan end-of-year assets rose from $639K in the plan year 2023 filing to $793K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 452051235 · Clay Trenz Financial Services PY 2024 · 401(k)

Clay Trenz Financial Services 401(k) Plan · $793K · 2 · 21st

  • IND $793K
  • IND 2
  • IND 21st
  • IND 401(k)
  • IND near Banker Industries, Inc. 401(k) Plan
  • IND ind #1005

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 Oregon →

Clay Trenz Financial Services 401(k) Plan in the asset neighbourhood

Clay Trenz Financial Services 401(k) PlanClay Trenz Financial Service…$793KBanker Industries, Inc. 401(k) PlanBanker Industries, Inc. 401(…$794KFull Swing Ventures, Inc. 401(k) PlanFull Swing Ventures, Inc. 40…$793KMelius Corporation 401(k) PlanMelius Corporation 401(k) Pl…$794KRl Capital Ventures Inc 401(k) PlanRl Capital Ventures Inc 401(…$794K
End-of-year total assets ($M) among Clay Trenz Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Clay Trenz Financial Services multi-year asset trail

Sponsor-wide plan assets over time

All Clay Trenz Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$793K 54.095192966852004% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.51M $0.79M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 1 $515K
2023 1 2 $639K
2024 1 2 $793K

Clay Trenz Financial Services filing trail (2024)

Total Assets (Beginning of Year)$639K
Net Assets (End of Year)$793K
Net Income$155K
Employer EIN452051235
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Clay Trenz Financial Services 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Clay Trenz Financial Services 401(k) Plan, Total assets ($B): 0.000793487 · Participants: 2Clay Trenz Financial Services 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Clay Trenz Financial Services 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Clay Trenz Financial Services 401(k) Plan side-by-side with 3 peers →

Clay Trenz Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Banker Industries, Inc. 401(k) Plan in AZ ($794K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($793K here).

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 Clay Trenz Financial Services 401(k) Plan assets move in 2024? ▼
Clay Trenz Financial Services 401(k) Plan grew sharply - up 24.2% during 2024, from $639K to $793K. Reported net income was $155K.
How have Clay Trenz Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clay Trenz Financial Services's sponsor-wide assets grew 54.1%, from $515K to $793K.
Where does Clay Trenz Financial Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Clay Trenz Financial Services 401(k) Plan ranks in the 21st 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 401(k) plans are similar in size to Clay Trenz Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banker Industries, Inc. 401(k) Plan in AZ ($794K, 161 participants).
Which 401(k) plans cover a similar participant headcount to Clay Trenz Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 452051235.

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.