401(k) · DOL Form 5500 · 2024

Clare Rose, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
126
Participants Small participant base
72nd
Percentile by assets National rank
$178,264
Avg per participant Above avg balance/head
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Official DOL plan name: Clare Rose, Inc. Profit Sharing and 401(k) Plan · Sponsored by Clare Rose, Inc. · New York · Wholesale Trade

$22M in assets, 126 participants

Clare Rose, Inc.'s Clare Rose, Inc. Profit Sharing and 401(k) Plan reported $22M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,217 in Wholesale Trade (6,080 peers)

Coverage in New York

Clare Rose, Inc. Profit Sharing and 401(k) Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $22M.

#4,217
in Wholesale Trade (6,080 peers)
-12.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clare Rose, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets

Clare Rose, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$22,461,307 Top 28% higher than 72% 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

Clare Rose, Inc. Profit Sharing and 401(k) 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. Clare Rose, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clare Rose, Inc. Profit Sharing and 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Clare Rose, Inc. Profit Sharing and 401(k) Plan end-of-year assets fell from $26M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Clare Rose, Inc. Profit Sharing and 401(k) Plan reported participants fell from 141 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 112036262 · Clare Rose, Inc. PY 2024 · 401(k)

Clare Rose, Inc. Profit Sharing and 401(k) Plan · $22M · 126 · 72nd

  • RANK $22M
  • RANK 126
  • RANK 72nd
  • RANK 401(k)
  • RANK near Red Rock Retirement Benefits Plan
  • RANK ind #4217

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 Wholesale Trade retirement plans → · Plans in New York →

Clare Rose, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Clare Rose, Inc. Profit Sharing and 401(k) PlanClare Rose, Inc. Profit Shar…$22MRed Rock Retirement Benefits PlanRed Rock Retirement Benefits…$22MGlobal Infotek 401(k) Profit Sharing PlanGlobal Infotek 401(k) Profit…$22MSouthern Michigan Bancorp, Inc. Employee Stock Ownership PlanSouthern Michigan Bancorp, I…$22MIcad, Inc 401(k) Profit Sharing PlanIcad, Inc 401(k) Profit Shar…$22M
End-of-year total assets ($M) among Clare Rose, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN112036262
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clare Rose, Inc.)

Sponsor-wide plan assets over time

All Clare Rose, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 20.378065908591328% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $28.2M $22.5M ▼ -20.4%
Year Plans Participants Total Assets
2022 2 314 $28M
2023 2 249 $26M
2024 1 126 $22M

Nearby 401(k) Plans in New York

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

Clare Rose, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Clare Rose, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.022461307 · Participants: 126Clare Rose, Inc. Profit Sharing and 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Clare Rose, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clare Rose, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Clare Rose, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Red Rock Retirement Benefits Plan in OK ($22M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Clare Rose, Inc. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Clare Rose, Inc. Profit Sharing and 401(k) Plan pulled back noticeably - down 12.1% during 2024, from $26M to $22M. Reported net income was -$3M.
How have Clare Rose, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clare Rose, Inc.'s sponsor-wide assets declined 20.4%, from $28M to $22M.
Which 401(k) plans are similar in size to Clare Rose, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Rock Retirement Benefits Plan in OK ($22M, 893 participants).
Which 401(k) plans cover a similar participant headcount to Clare Rose, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 112036262.

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.