401(k) · DOL Form 5500 · 2024

Clfs Equities, Lllp 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
13
Participants Small participant base
45th
Percentile by assets National rank
$456,952
Avg per participant High balance/head
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Official DOL plan name: Clfs Equities, Lllp 401(k) Plan · Sponsored by Clfs Equities, Lllp · Colorado · Finance & Insurance

$6M in assets, 13 participants

Clfs Equities, Lllp's Clfs Equities, Lllp 401(k) Plan reported $6M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,627 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Clfs Equities, Lllp 401(k) Plan holds $6M for 13 participants - about $456,952 per participant, in the lower half of filed plans by assets.

#2,627
in Finance & Insurance (8,549 peers)
-1.7%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clfs Equities, Lllp 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Clfs Equities, Lllp 401(k) Plan vs every filed plan by assets

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

$5,940,379 45th percentile higher than 45% 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

Clfs Equities, Lllp 401(k) 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. Clfs Equities, Lllp 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clfs Equities, Lllp 401(k) Plan reported net income rose from -$136K in the plan year 2023 filing to -$101K in the plan year 2024 filing.
  • Clfs Equities, Lllp 401(k) Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Clfs Equities, Lllp 401(k) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841287541 · Clfs Equities, Lllp PY 2024 · 401(k)

Clfs Equities, Lllp 401(k) Plan · $6M · 13 · 45th

  • EOY $6M
  • EOY 13
  • EOY 45th
  • EOY 401(k)
  • EOY near Edwards and Company Retirement Savings Plan
  • EOY ind #2627

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 Colorado →

Clfs Equities, Lllp 401(k) Plan in the asset neighbourhood

Clfs Equities, Lllp 401(k) PlanClfs Equities, Lllp 401(k) P…$6MEdwards and Company Retirement Savings PlanEdwards and Company Retireme…$6MTrachte Building Systems, Inc. 401(k) Employee Retirement PlanTrachte Building Systems, In…$6MCapital Healthcare 401(k) PlanCapital Healthcare 401(k) Pl…$6MFiduciary Freedom Retirement PlanFiduciary Freedom Retirement…$6M
End-of-year total assets ($M) among Clfs Equities, Lllp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$101K
Employer EIN841287541
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clfs Equities, Lllp)

Sponsor-wide plan assets over time

All Clfs Equities, Lllp plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.8276578542372865% vs 2022
2024 filing year
$5.9M$6M$6.1M$6.2M$6.3M 202220232024 $6.18M $5.94M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 11 $6M
2023 1 14 $6M
2024 1 13 $6M

Nearby 401(k) Plans in Colorado

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

Clfs Equities, Lllp 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Clfs Equities, Lllp 401(k) Plan, Total assets ($B): 0.005940379 · Participants: 13Clfs Equities, Lllp 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Clfs Equities, Lllp 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Clfs Equities, Lllp 401(k) Plan side-by-side with 3 peers →

Clfs Equities, Lllp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Edwards and Company Retirement Savings Plan in NY ($6M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Clfs Equities, Lllp 401(k) Plan assets move in 2024? ▼
Clfs Equities, Lllp 401(k) Plan edged down modestly - down 1.7% during 2024, from $6M to $6M. Reported net income was -$101K.
How have Clfs Equities, Lllp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clfs Equities, Lllp's sponsor-wide assets declined 3.8%, from $6M to $6M.
Which 401(k) plans are similar in size to Clfs Equities, Lllp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edwards and Company Retirement Savings Plan in NY ($6M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Clfs Equities, Lllp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 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 841287541.

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.