401(k) · DOL Form 5500 · 2024
Construction Loan Services II, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $51,221
- Avg per participant Low balance/head
Official DOL plan name: Construction Loan Services II, LLC Retirement Trust · Sponsored by Construction Loan Services II, LLC · Washington · Finance & Insurance
$8M in assets, 149 participants
Construction Loan Services II, LLC's Construction Loan Services II, LLC Retirement Trust reported $8M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #2,957 in Finance & Insurance (8,549 peers)
Coverage in Washington
Construction Loan Services II, LLC Retirement Trust covers 149 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.
- #2,957
- in Finance & Insurance (8,549 peers)
- +44.4%
- assets growth YoY
Construction Loan Services II, LLC Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers
Construction Loan Services II, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,631,996 Top 50% higher than 50% 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
Construction Loan Services II, LLC Retirement Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Loan Services II, LLC Retirement Trust sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Construction Loan Services II, LLC Retirement Trust end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Construction Loan Services II, LLC Retirement Trust reported participants rose from 111 in the plan year 2023 filing to 149 in the plan year 2024 filing.
- Construction Loan Services II, LLC Retirement Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 832780659 · Construction Loan Services II, LLC PY 2024 · 401(k)
Construction Loan Services II, LLC Retirement Trust · $8M · 149 · 50th
- EOY $8M
- 5500 149
- ASSETS 50th
- PCT 401(k)
- EIN near Forcura, LLC 401(k) Plan
- RANK ind #2957
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 Washington →
Construction Loan Services II, LLC Retirement Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 832780659 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Construction Loan Services II, LLC)
Sponsor-wide plan assets over time
All Construction Loan Services II, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 138.55071612137337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $3M |
| 2023 | 1 | 111 | $5M |
| 2024 | 1 | 149 | $8M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Construction Loan Services II, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Forcura, LLC 401(k) Plan in FL ($8M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.