Profit Sharing · DOL Form 5500 · 2024
Clarios, LLC Profit Sharing Plan
Data updated 2026-08-25
- $334M
- Total assets Above avg plan size
- 5,088
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $65,568
- Avg per participant Low balance/head
Official DOL plan name: Clarios Retirement Savings and Investment Plan · Sponsored by Clarios, LLC · Wisconsin · Manufacturing
$334M in assets, 5,088 participants
Clarios, LLC's Clarios Retirement Savings and Investment Plan reported $334M in total assets and 5,088 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,687 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Clarios Retirement Savings and Investment Plan covers 5,088 participants in Wisconsin, 9.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $334M.
- #16,687
- in Manufacturing (17,777 peers)
- +20.2%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Clarios Retirement Savings and Investment Plan's outsized position by total assets
Clarios Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$333,610,700 Top 4% higher than 96% 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
Clarios Retirement Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clarios Retirement Savings and Investment Plan lands in the large band (5,088 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clarios Retirement Savings and Investment Plan end-of-year assets rose from $278M in the plan year 2023 filing to $334M in the plan year 2024 filing.
- Clarios Retirement Savings and Investment Plan reported net income rose from $47M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Clarios Retirement Savings and Investment Plan reported participants rose from 4,856 in the plan year 2023 filing to 5,088 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391684871 · Clarios, LLC PY 2024 · Profit Sharing
Clarios Retirement Savings and Investment Plan · $334M · 5,088 · 96th
- VS-ST $334M
- BOY 5,088
- SCH 96th
- EBSA Profit Sharing
- PART near Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees
- TYPE ind #16687
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 Manufacturing retirement plans → · Plans in Wisconsin →
Clarios Retirement Savings and Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $278M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | $56M |
| Employer EIN | 391684871 |
| Plan Effective Date | 2019-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clarios, LLC)
Sponsor-wide plan assets over time
All Clarios, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $581M 19.67426798964349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,245 | $486M |
| 2023 | 2 | 6,114 | $529M |
| 2024 | 2 | 6,235 | $581M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Union Individual Account Retirement Fund $309M · 3,507
Scale composition for Clarios Retirement Savings and Investment Plan
Clarios Retirement Savings and Investment Plan reports $334M in end-of-year assets across 5,088 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $65,568 per participant (47% of the national average assets-per-participant) . Net income for plan year 2024 was $56M.
This plan identity (EIN 391684871, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $231M to $334M (+44.6%) while covered participants moved from 4,847 to 5,088 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,847 | $231M | Open filing |
| 2023 | 4,856 | $278M | Open filing |
| 2024 · index core | 5,088 | $334M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Clarios Pension Plan Battery Division Hourly Employees (Defined Benefit (Pension), $248M, 1,147 participants)
Clarios Retirement Savings and Investment Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees in CA ($332M); by covered participants it is The Torrance Health Association Inc 401(a) Plan in CA (5,096 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334M here).
- Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees (CA) $332M · 1,144
- Arch. Ironworkers Local 63 DC Pension Trust (IL) $338M · 2,127
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan (MI) $340M · 1,472
- Brown Physicians, Inc. 401(a) Plan (RI) $326M · 1,225
Similar participant headcount
Nearest other-state filings by covered participants (5,088 participants); asset peers above are excluded.
- The Torrance Health Association Inc 401(a) Plan (CA) 5,096 · 8 off
- Plan De Retiro 1081.01(D) Del Hospital General Menonita (PR) 5,104 · 16 off
- Food & Beverage Workers Union Local 23 & Employers Pension Plan (AZ) 5,107 · 19 off
- Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund (IL) 5,117 · 29 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.