401(k) · DOL Form 5500 · 2024
Claims Recovery Financial Services LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $58,479
- Avg per participant Low balance/head
Official DOL plan name: Claims Recovery Financial Services 401(k) Plan · Sponsored by Claims Recovery Financial Services LLC · New York · Finance & Insurance
$5M in assets, 79 participants
Claims Recovery Financial Services LLC's Claims Recovery Financial Services 401(k) Plan reported $5M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #2,320 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Claims Recovery Financial Services 401(k) Plan holds $5M for 79 participants - about $58,479 per participant, in the lower half of filed plans by assets.
- #2,320
- in Finance & Insurance (8,549 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Claims Recovery Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Claims Recovery Financial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,619,847 41st percentile higher than 41% 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
Claims Recovery Financial Services 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. Claims Recovery Financial Services 401(k) Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Claims Recovery Financial Services 401(k) Plan reported net income fell from $347K in the plan year 2023 filing to -$46K in the plan year 2024 filing.
- Claims Recovery Financial Services 401(k) Plan reported participants fell from 136 in the plan year 2023 filing to 79 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203866006 · Claims Recovery Financial Services LLC PY 2024 · 401(k)
Claims Recovery Financial Services 401(k) Plan · $5M · 79 · 41st
- RANK $5M
- PHOTO 79
- IND 41st
- EOY 401(k)
- 5500 near Split Rock Studios 401(k) Plan
- ASSETS ind #2320
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 New York →
Claims Recovery Financial Services 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$46K |
| Employer EIN | 203866006 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claims Recovery Financial Services LLC)
Sponsor-wide plan assets over time
All Claims Recovery Financial Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.951276061266127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $4M |
| 2023 | 1 | 136 | $5M |
| 2024 | 1 | 79 | $5M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Claims Recovery Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Split Rock Studios 401(k) Plan in MN ($5M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Cvca 401(k)Plan (VA) 79 · 0 off
- Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
- Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
- Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.