401(k) · DOL Form 5500 · 2024

Clinton Foundation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
163
Participants Small participant base
80th
Percentile by assets National rank
$227,722
Avg per participant Above avg balance/head
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Official DOL plan name: The Clinton Foundation Retirement Plan · Sponsored by Clinton Foundation · Arkansas · Other Services

$37M in assets, 163 participants

Clinton Foundation's The Clinton Foundation Retirement Plan reported $37M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,988 in Other Services (7,719 peers)

Coverage in Arkansas

The Clinton Foundation Retirement Plan covers 163 participants in Arkansas, about 6% of the average Arkansas filer (state average ~2,784 per filing). Assets: $37M.

#6,988
in Other Services (7,719 peers)
+20.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Clinton Foundation Retirement Plan's outsized position by total assets

The Clinton Foundation Retirement Plan vs every filed plan by assets

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

$37,118,708 Top 20% higher than 80% 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

The Clinton Foundation Retirement Plan 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. The Clinton Foundation Retirement Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Clinton Foundation Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Clinton Foundation Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • The Clinton Foundation Retirement Plan reported participants rose from 151 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311580204 · Clinton Foundation PY 2024 · 401(k)

The Clinton Foundation Retirement Plan · $37M · 163 · 80th

  • NET $37M
  • BOOK 163
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Medart, Inc. Employees Profit Sharing Plan & Trust
  • EBSA ind #6988

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 Other Services retirement plans → · Plans in Arkansas →

The Clinton Foundation Retirement Plan in the asset neighbourhood

The Clinton Foundation Retirement PlanThe Clinton Foundation Retir…$37MMedart, Inc. Employees Profit Sharing Plan & TrustMedart, Inc. Employees Profi…$37MTate & Lyle Hourly Comprehensive Retirement PlanTate & Lyle Hourly Comprehen…$37MDispatchhealth 401(k) Retirement PlanDispatchhealth 401(k) Retire…$37MVermont Information Processing, Inc. Profit Sharing PlanVermont Information Processi…$37M
End-of-year total assets ($M) among The Clinton Foundation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN311580204
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinton Foundation)

Sponsor-wide plan assets over time

All Clinton Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 43.671007950291816% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.8M $37.1M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 144 $26M
2023 1 151 $31M
2024 1 163 $37M

Nearby 401(k) Plans in Arkansas

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

The Clinton Foundation Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants The Clinton Foundation Retirement Plan, Total assets ($B): 0.037118708 · Participants: 163The Clinton Foundation Retirement PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
The Clinton Foundation Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare The Clinton Foundation Retirement Plan side-by-side with 3 peers →

The Clinton Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Medart, Inc. Employees Profit Sharing Plan & Trust in MO ($37M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 The Clinton Foundation Retirement Plan assets move in 2024? ▼
The Clinton Foundation Retirement Plan grew sharply - up 20.5% during 2024, from $31M to $37M. Reported net income was $6M.
How have Clinton Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinton Foundation's sponsor-wide assets grew 43.7%, from $26M to $37M.
Where does The Clinton Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
The Clinton Foundation Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Clinton Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medart, Inc. Employees Profit Sharing Plan & Trust in MO ($37M, 177 participants).
Which 401(k) plans cover a similar participant headcount to The Clinton Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 311580204.

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.