401(k) · DOL Form 5500 · 2024

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size: 206
Participants Below avg headcount: 87th
Percentile by assets National rank: $333,225
Avg per participant High balance/head

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Official DOL plan name: Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan · Sponsored by Clayton, Dubilier & Rice Holdings, L.P. · New York · Finance & Insurance

$69M in assets, 206 participants

Clayton, Dubilier & Rice Holdings, L.P.'s Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan reported $69M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

#6,883 in Finance & Insurance (8,549 peers)

Coverage in New York

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan covers 206 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $69M.

#6,883
in Finance & Insurance (8,549 peers): +22.3%
assets growth YoY: 0.7×
vs typical plan assets (national mean)

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan's outsized position by total assets

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,644,405 Top 13% higher than 87% 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

Clayton, Dubilier & Rice Holdings, L.P. 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. Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (206 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $56M in the plan year 2023 filing to $69M in the plan year 2024 filing.
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan reported participants rose from 174 in the plan year 2023 filing to 206 in the plan year 2024 filing.
Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 980634323 · Clayton, Dubilier & Rice Holdings, L.P. PY 2024 · 401(k)

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan · $69M · 206 · 87th

BOY $69M
BOY 206
BOY 87th
BOY 401(k)
BOY near Western States 401(k) Retirement Fund of the Opeiu
BOY ind #6883

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 Finance & Insurance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Clayton, Dubilier & Rice Holdings, L.P. 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)	$56M
Net Assets (End of Year)	$69M
Net Income	$13M
Employer EIN	980634323
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Clayton, Dubilier & Rice Holdings, L.P.)

Latest sponsor-wide plan assets: $69M 55.053913692283906% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	139	$44M
2023	1	174	$56M
2024	1	206	$69M

Nearby 401(k) Plans in New York

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

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Clayton, Dubilier & Rice Holdings, L.P. 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 Western States 401(k) Retirement Fund of the Opeiu in OR ($69M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Western States 401(k) Retirement Fund of the Opeiu (OR) $69M · 488
Cheiron, Inc. Retirement Savings Plan (VA) $69M · 109
Scheurer Hospital Employees Retirement Plan (MI) $69M · 479
U. a. Local Nos. 343 & 355 Defined Contribution Plan (CA) $69M · 1,489

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
Cavicchio Greenhouses Retirement Savings Plan (MA) 206 · 0 off
Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off

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 Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan assets move in 2024? ▼

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan grew sharply - up 22.3% during 2024, from $56M to $69M. Reported net income was $13M.

How have Clayton, Dubilier & Rice Holdings, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Clayton, Dubilier & Rice Holdings, L.P.'s sponsor-wide assets grew 55.1%, from $44M to $69M.

Where does Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Western States 401(k) Retirement Fund of the Opeiu in OR ($69M, 488 participants).

Which 401(k) plans cover a similar participant headcount to Clayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Fairwave Holdings 401(k) Savings Plan in MO (206 participants, $584K 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 980634323.