401(k) · DOL Form 5500 · 2024

Cla USA, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
60
Participants Small participant base
35th
Percentile by assets National rank
$55,079
Avg per participant Low balance/head
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Official DOL plan name: Cla USA, Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Cla USA, Inc · Texas · Finance & Insurance

$3M in assets, 60 participants

Cla USA, Inc's Cla USA, Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 60 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.

  • #1,994 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Cla USA, Inc 401(k) Profit Sharing Plan & Trust holds $3M for 60 participants - about $55,079 per participant, in the lower half of filed plans by assets.

#1,994
in Finance & Insurance (8,549 peers)
-6.4%
assets change YoY

The plan reported a net loss of $227K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cla USA, Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Cla USA, Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,304,751 35th percentile higher than 35% 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

Cla USA, Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cla USA, Inc 401(k) Profit Sharing Plan & Trust is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cla USA, Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $363K in the plan year 2023 filing to -$227K in the plan year 2024 filing.
  • Cla USA, Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 68 in the plan year 2023 filing to 60 in the plan year 2024 filing.
  • Cla USA, Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752762868 · Cla USA, Inc PY 2024 · 401(k)

Cla USA, Inc 401(k) Profit Sharing Plan & Trust · $3M · 60 · 35th

  • BOY $3M
  • SCH 60
  • EBSA 35th
  • PART 401(k)
  • TYPE near Caravella Group, Inc. 401(k) Profit Sharing Plan
  • NET ind #1994

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 Texas →

Cla USA, Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Farmers Edge Inc. 401(k) Plan$3MCla USA, Inc 401(k) Profit Sharing Plan & TrustCla USA, Inc 401(k) Profit S…$3MCaravella Group, Inc. 401(k) Profit Sharing PlanCaravella Group, Inc. 401(k)…$3MBatten Bros., Inc. Profit Sharing PlanBatten Bros., Inc. Profit Sh…$3MFalcons Management 401(k) PlanFalcons Management 401(k) Pl…$3M
End-of-year total assets ($M) among Cla USA, Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$227K
Employer EIN752762868
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cla USA, Inc)

Sponsor-wide plan assets over time

All Cla USA, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.30491396800107% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.17M $3.3M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 80 $3M
2023 1 68 $4M
2024 1 60 $3M

Nearby 401(k) Plans in Texas

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

Cla USA, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cla USA, Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003304751 · Participants: 60Cla USA, Inc 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Cla USA, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cla USA, Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cla USA, Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Caravella Group, Inc. 401(k) Profit Sharing Plan in NJ ($3M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Cla USA, Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Cla USA, Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.4% during 2024, from $4M to $3M. Reported net income was -$227K.
How have Cla USA, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cla USA, Inc's sponsor-wide assets grew 4.3%, from $3M to $3M.
Which 401(k) plans are similar in size to Cla USA, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Caravella Group, Inc. 401(k) Profit Sharing Plan in NJ ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Cla USA, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 752762868.

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.