Other · DOL Form 5500 · 2024
Clausman & Associates, PC Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Clausman & Associates Profit Sharing Plan · Sponsored by Clausman & Associates, PC · Indiana · Professional & Technical Services
$3M in assets, 2 participants
Clausman & Associates, PC's Clausman & Associates Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,316 in Professional & Technical Services (20,173 peers)
Clausman & Associates, PC multi-year trail
Clausman & Associates, PC's plans moved +100.5% in assets from 2022 to 2024; this filing shows Clausman & Associates Profit Sharing Plan at $3M / 2 participants.
- #6,316
- in Professional & Technical Services (20,173 peers)
- +32.0%
- assets growth YoY
Clausman & Associates Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Clausman & Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,156,637 35th percentile higher than 35% 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
Clausman & Associates Profit Sharing 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. Clausman & Associates Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clausman & Associates Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Clausman & Associates Profit Sharing Plan reported net income fell from $817K in the plan year 2023 filing to $765K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 352061934 · Clausman & Associates, PC PY 2024 · Other
Clausman & Associates Profit Sharing Plan · $3M · 2 · 35th
- PHOTO $3M
- PHOTO 2
- PHOTO 35th
- PHOTO Other
- PHOTO near Readyone Industries Retirement Plan
- PHOTO ind #6316
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Clausman & Associates Profit Sharing Plan in the asset neighbourhood
Clausman & Associates, PC multi-year asset trail
Sponsor-wide plan assets over time
All Clausman & Associates, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 100.49026363976452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Clausman & Associates, PC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $765K |
| Employer EIN | 352061934 |
| Plan Effective Date | 1992-12-22 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Clausman & Associates Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Readyone Industries Retirement Plan in TX ($3M); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Readyone Industries Retirement Plan (TX) $3M · 437
- Trust Under Grier School Plan (PA) $3M · N/A
- Masschallenge 403(b) Plan (MA) $3M · 43
- Goodwill Columbus 403(b) Retirement Plan (OH) $3M · 1,171
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.