401(k) · DOL Form 5500 · 2024

Clise Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
70
Participants Small participant base
71st
Percentile by assets National rank
$293,094
Avg per participant High balance/head
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Official DOL plan name: Clise Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Clise Agency, Inc. · Washington · Real Estate

$21M in assets, 70 participants

Clise Agency, Inc.'s Clise Agency, Inc. 401(k) Profit Sharing Plan reported $21M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,910 in Real Estate (4,605 peers)

Clise Agency, Inc. multi-year trail

Clise Agency, Inc.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Clise Agency, Inc. 401(k) Profit Sharing Plan at $21M / 70 participants.

#3,910
in Real Estate (4,605 peers)
+5.8%
assets growth YoY

Clise Agency, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Clise Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,516,570 Top 29% higher than 71% 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

Clise Agency, Inc. 401(k) Profit Sharing 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. Clise Agency, Inc. 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clise Agency, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Clise Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Clise Agency, Inc. 401(k) Profit Sharing Plan reported participants rose from 67 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 910839938 · Clise Agency, Inc. PY 2024 · 401(k)

Clise Agency, Inc. 401(k) Profit Sharing Plan · $21M · 70 · 71st

  • 5500 $21M
  • ASSETS 70
  • PCT 71st
  • EIN 401(k)
  • RANK near American Landscaping Partners 401(k) Plan
  • PHOTO ind #3910

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 Real Estate retirement plans → · Plans in Washington →

Clise Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Clise Agency, Inc. 401(k) Profit Sharing PlanClise Agency, Inc. 401(k) Pr…$21MAmerican Landscaping Partners 401(k) PlanAmerican Landscaping Partner…$21MMerit Brass Co. 401(k) Profit Sharing Plan & TrustMerit Brass Co. 401(k) Profi…$21MThorek Memorial Hospital 401(k) PlanThorek Memorial Hospital 401…$21MLeisure Sports, Inc. 401(k) PlanLeisure Sports, Inc. 401(k) …$21M
End-of-year total assets ($M) among Clise Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Clise Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Clise Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 21.764265092123658% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.9M $20.5M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 73 $17M
2023 1 67 $19M
2024 1 70 $21M

Clise Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN910839938
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Clise Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Clise Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02051657 · Participants: 70Clise Agency, Inc. 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Clise Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Clise Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is American Landscaping Partners 401(k) Plan in TN ($21M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Clise Agency, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Clise Agency, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 5.8% during 2024, from $19M to $21M. Reported net income was $1M.
How have Clise Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clise Agency, Inc.'s sponsor-wide assets grew 21.8%, from $17M to $21M.
Which 401(k) plans are similar in size to Clise Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Landscaping Partners 401(k) Plan in TN ($21M, 562 participants).
Which 401(k) plans cover a similar participant headcount to Clise Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 participants, N/A 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 910839938.

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.