Profit Sharing · DOL Form 5500 · 2024
Clausen & Company Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $197,991
- Avg per participant Above avg balance/head
Official DOL plan name: James S. Clausen & Associates Profit Sharing Plan and Trust · Sponsored by Clausen & Company · Nevada · Professional & Technical Services
$1M in assets, 6 participants
Clausen & Company's James S. Clausen & Associates Profit Sharing Plan and Trust reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,967 in Professional & Technical Services (20,173 peers)
Clausen & Company multi-year trail
Clausen & Company's plans moved +38.1% in assets from 2022 to 2024; this filing shows James S. Clausen & Associates Profit Sharing Plan and Trust at $1M / 6 participants.
- #3,967
- in Professional & Technical Services (20,173 peers)
- +16.2%
- assets growth YoY
James S. Clausen & Associates Profit Sharing Plan and Trust among the smaller filed plans by assets
James S. Clausen & Associates Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,187,947 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
James S. Clausen & Associates Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James S. Clausen & Associates Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James S. Clausen & Associates Profit Sharing Plan and Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- James S. Clausen & Associates Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 204091461 · Clausen & Company PY 2024 · Profit Sharing
James S. Clausen & Associates Profit Sharing Plan and Trust · $1M · 6 · 25th
- PCT $1M
- EIN 6
- RANK 25th
- PHOTO Profit Sharing
- IND near Atlantic Port Services Inc. Retirement Plan
- EOY ind #3967
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 Nevada →
James S. Clausen & Associates Profit Sharing Plan and Trust in the asset neighbourhood
Clausen & Company multi-year asset trail
Sponsor-wide plan assets over time
All Clausen & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 38.07765936302445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $860K |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 6 | $1M |
Clausen & Company filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $165K |
| Employer EIN | 204091461 |
| Plan Effective Date | 2002-12-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Nevada
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B $545M · 4,775
- Cement Masons and Plasterers Joint Pension Plan $95M · 545
- James E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and Trust $31M · 30
- Construction Industry and Laborers Defined Contribution Pension Plan $31M · 3,054
- Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan $31M · 788
James S. Clausen & Associates Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Nevada, the nearest Profit Sharing by assets is Atlantic Port Services Inc. Retirement Plan in FL ($1M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.