401(k) · DOL Form 5500 · 2024

Clise Agency, Inc. 401(k) Plan

Data updated 2026-08-11

$21M
Total assets
70
Participants
71st
Percentile by assets
$293,094
Avg per participant
PlainRetire home → About this data

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.

  • 71st percentile by assets (of 123,622 plans)
  • #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.

$21M
total plan assets (2024 EOY)
70
covered participants
71st
percentile by assets (of 123,622 plans)
$293,094
avg assets per participant

Where Clise Agency, Inc. 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Washington
Industry
Real Estate

Clise Agency, Inc. across 3 plan years on file

Across the 3 plan years Clise Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $21M, a gain of 21.8%, while reported participants moved from 73 to 70 (-4.1%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($17M).

Clise Agency, Inc. multi-year asset trail

$16M$18M$20M$22M 202220232024 $16.9M $20.5M ▲ +21.8%
Total plan assets by year, all Clise Agency, Inc. plans on file
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 ($B) Participants Clise Agency, Inc. 4…, Total assets ($B): 0.02051657 · Participants: 70Clise Agency, Inc. 4…The Boeing Company 4…, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 4…Microsoft Corporatio…, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporatio…Costco 401(k) Retire…, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retire…Amazon 401(k) Plan, Total assets ($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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Clise Agency, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Clise Agency, Inc. 401(k) Profit Sharing…

Multi-year trail

Ways to act on Clise Agency, Inc. 401(k) Profit Sharing Plan's numbers.

  • By total assets, Clise Agency, Inc. 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
  • Clise Agency, Inc.'s sponsor-wide assets have grown 21.8% since 2022 across 3 plan years on file. More Real Estate plans

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.