401(k) · DOL Form 5500 · 2024

Clever Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
208
Participants Below avg headcount
72nd
Percentile by assets National rank
$102,863
Avg per participant Below avg balance/head
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Official DOL plan name: Clever Inc. 401(k) Plan · Sponsored by Clever Inc. · California · Professional & Technical Services

$21M in assets, 208 participants

Clever Inc.'s Clever Inc. 401(k) Plan reported $21M in total assets and 208 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.

  • #14,306 in Professional & Technical Services (20,173 peers)

Coverage in California

Clever Inc. 401(k) Plan covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,306
in Professional & Technical Services (20,173 peers)
+33.5%
assets growth YoY

Clever Inc. 401(k) Plan's outsized position by total assets

Clever Inc. 401(k) Plan vs every filed plan by assets

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

$21,395,574 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

Clever Inc. 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. Clever Inc. 401(k) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clever Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Clever Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Clever Inc. 401(k) Plan reported participants fell from 220 in the plan year 2023 filing to 208 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455221668 · Clever Inc. PY 2024 · 401(k)

Clever Inc. 401(k) Plan · $21M · 208 · 72nd

  • SCH $21M
  • EBSA 208
  • PART 72nd
  • TYPE 401(k)
  • NET near Grace Schools 401(k) Retirement Plan and Trust
  • BOOK ind #14306

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 Professional & Technical Services retirement plans → · Plans in California →

Clever Inc. 401(k) Plan in the asset neighbourhood

Clever Inc. 401(k) Plan$21MStandard Heating & Air Conditioning, Inc. 401(k) Profit Sharing PlanStandard Heating & Air Condi…$21MGrace Schools 401(k) Retirement Plan and TrustGrace Schools 401(k) Retirem…$21MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$21MCountryside Rentals, Inc. 401(k) PlanCountryside Rentals, Inc. 40…$21M
End-of-year total assets ($M) among Clever Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN455221668
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clever Inc.)

Sponsor-wide plan assets over time

All Clever Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 85.0572546335943% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.6M $21.4M ▲ +85.1%
Year Plans Participants Total Assets
2022 1 178 $12M
2023 1 220 $16M
2024 1 208 $21M

Nearby 401(k) Plans in California

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

Clever Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Clever Inc. 401(k) Plan, Total assets ($B): 0.021395574 · Participants: 208Clever Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Clever Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clever Inc. 401(k) Plan side-by-side with 3 peers →

Clever Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Grace Schools 401(k) Retirement Plan and Trust in IN ($21M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Clever Inc. 401(k) Plan assets move in 2024? ▼
Clever Inc. 401(k) Plan surged - up 33.5% during 2024, from $16M to $21M. Reported net income was $5M.
How have Clever Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clever Inc.'s sponsor-wide assets grew 85.1%, from $12M to $21M.
Which 401(k) plans are similar in size to Clever Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grace Schools 401(k) Retirement Plan and Trust in IN ($21M, 526 participants).
Which 401(k) plans cover a similar participant headcount to Clever Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 455221668.

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.