401(k) · DOL Form 5500 · 2024

Clover Sonoma 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
81
Participants Small participant base
66th
Percentile by assets National rank
$197,877
Avg per participant Above avg balance/head
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Official DOL plan name: Clover Sonoma 401(k) Plan · Sponsored by Clover Sonoma · California · Manufacturing

$16M in assets, 81 participants

Clover Sonoma's Clover Sonoma 401(k) Plan reported $16M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,624 in Manufacturing (17,777 peers)

Clover Sonoma multi-year trail

Clover Sonoma's plans moved +29.3% in assets from 2022 to 2024; this filing shows Clover Sonoma 401(k) Plan at $16M / 81 participants.

#9,624
in Manufacturing (17,777 peers)
+5.8%
assets growth YoY

Clover Sonoma 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Clover Sonoma 401(k) Plan vs every filed plan by assets

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

$16,028,060 Top 34% higher than 66% 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

Clover Sonoma 401(k) 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. Clover Sonoma 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clover Sonoma 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $879K in the plan year 2024 filing.
  • Clover Sonoma 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Clover Sonoma 401(k) Plan reported participants fell from 83 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942423221 · Clover Sonoma PY 2024 · 401(k)

Clover Sonoma 401(k) Plan · $16M · 81 · 66th

  • BOOK $16M
  • BOOK 81
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Moridge Manufacturing, Inc. 401(k) Plan
  • BOOK ind #9624

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 California →

Clover Sonoma 401(k) Plan in the asset neighbourhood

Clover Sonoma 401(k) Plan$16MMoridge Manufacturing, Inc. 401(k) PlanMoridge Manufacturing, Inc. …$16MKelley Construction, Inc 401(k) Profit Sharing PlanKelley Construction, Inc 401…$16MO'daniel Automotive Group 401(k) Savings PlanO'daniel Automotive Group 40…$16MCharles Seligman Distributing Co. Savings & Retirement PlanCharles Seligman Distributin…$16M
End-of-year total assets ($M) among Clover Sonoma 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Clover Sonoma multi-year asset trail

Sponsor-wide plan assets over time

All Clover Sonoma plans reported in each filing year

Latest sponsor-wide plan assets
$16M 29.26248880812657% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.4M $16M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 78 $12M
2023 1 83 $15M
2024 1 81 $16M

Clover Sonoma filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$879K
Employer EIN942423221
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clover Sonoma 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Clover Sonoma 401(k) Plan, Total assets ($B): 0.01602806 · Participants: 81Clover Sonoma 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
Clover Sonoma 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clover Sonoma 401(k) Plan side-by-side with 3 peers →

Clover Sonoma 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Moridge Manufacturing, Inc. 401(k) Plan in KS ($16M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Clover Sonoma 401(k) Plan assets move in 2024? ▼
Clover Sonoma 401(k) Plan grew at a solid clip - up 5.8% during 2024, from $15M to $16M. Reported net income was $879K.
How have Clover Sonoma plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clover Sonoma's sponsor-wide assets grew 29.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Clover Sonoma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moridge Manufacturing, Inc. 401(k) Plan in KS ($16M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Clover Sonoma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 942423221.

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.