401(k) · DOL Form 5500 · 2024

Clarion Partners, LLC 401(k) Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
339
Participants Below avg headcount
93rd
Percentile by assets National rank
$491,899
Avg per participant High balance/head
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Official DOL plan name: Clarion Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Clarion Partners, LLC · New York · Real Estate

$167M in assets, 339 participants

Clarion Partners, LLC's Clarion Partners, LLC 401(k) Profit Sharing Plan reported $167M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #4,523 in Real Estate (4,605 peers)

Coverage in New York

Clarion Partners, LLC 401(k) Profit Sharing Plan covers 339 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $167M.

#4,523
in Real Estate (4,605 peers)
+11.6%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Clarion Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Clarion Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$166,753,837 Top 7% higher than 93% 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

Clarion Partners, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clarion Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clarion Partners, LLC 401(k) Profit Sharing Plan reported net income fell from $27M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Clarion Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $149M in the plan year 2023 filing to $167M in the plan year 2024 filing.
  • Clarion Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 334 in the plan year 2023 filing to 339 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133379970 · Clarion Partners, LLC PY 2024 · 401(k)

Clarion Partners, LLC 401(k) Profit Sharing Plan · $167M · 339 · 93rd

  • EBSA $167M
  • PART 339
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Schneider Downs Retirement Savings Plan
  • VS-ST ind #4523

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 New York →

Clarion Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

One Webasto 401(k) Retirement Savings PlanOne Webasto 401(k) Retiremen…$167MAstenjohnson Retirement Savings PlanAstenjohnson Retirement Savi…$167MAvaya Savings Plan$167MClarion Partners, LLC 401(k) Profit Sharing PlanClarion Partners, LLC 401(k)…$167MSchneider Downs Retirement Savings PlanSchneider Downs Retirement S…$167M
End-of-year total assets ($M) among Clarion Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$167M
Net Income$17M
Employer EIN133379970
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarion Partners, LLC)

Sponsor-wide plan assets over time

All Clarion Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$167M 36.136087596507245% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $167M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 391 $122M
2023 1 334 $149M
2024 1 339 $167M

Nearby 401(k) Plans in New York

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

Clarion Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Clarion Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.166753837 · Participants: 339Clarion Partners, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Clarion Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clarion Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Clarion Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Schneider Downs Retirement Savings Plan in PA ($167M); by covered participants it is Smart Sand, Inc. Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($167M here).

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Clarion Partners, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Clarion Partners, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 11.6% during 2024, from $149M to $167M. Reported net income was $17M.
How have Clarion Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarion Partners, LLC's sponsor-wide assets grew 36.1%, from $122M to $167M.
Where does Clarion Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Clarion Partners, LLC 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Clarion Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schneider Downs Retirement Savings Plan in PA ($167M, 546 participants).
Which 401(k) plans cover a similar participant headcount to Clarion Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smart Sand, Inc. Retirement Plan in IL (339 participants, $17M 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 133379970.

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.