401(k) · DOL Form 5500 · 2024
Trustees for the George W Clayton Trust Aka 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $40,936
- Avg per participant Low balance/head
Official DOL plan name: Clayton Early Learning 401(k) Plan · Sponsored by Trustees for the George W Clayton Trust Aka · Colorado · Educational Services
$7M in assets, 169 participants
Trustees for the George W Clayton Trust Aka's Clayton Early Learning 401(k) Plan reported $7M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #1,162 in Educational Services (3,638 peers)
Coverage in Colorado
Clayton Early Learning 401(k) Plan covers 169 participants in Colorado, about 45% of the average Colorado filer (state average ~376 per filing). Assets: $7M.
- #1,162
- in Educational Services (3,638 peers)
- +4.9%
- assets growth YoY
Clayton Early Learning 401(k) Plan's mid-pack asset rank among Educational Services and all filers
Clayton Early Learning 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,918,188 48th percentile higher than 48% 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 Early Learning 401(k) 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 Early Learning 401(k) Plan sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clayton Early Learning 401(k) Plan reported net income fell from $983K in the plan year 2023 filing to $324K in the plan year 2024 filing.
- Clayton Early Learning 401(k) Plan reported participants rose from 159 in the plan year 2023 filing to 169 in the plan year 2024 filing.
- Clayton Early Learning 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 840432238 · Trustees for the George W Clayton Trust Aka PY 2024 · 401(k)
Clayton Early Learning 401(k) Plan · $7M · 169 · 48th
- PHOTO $7M
- PHOTO 169
- PHOTO 48th
- PHOTO 401(k)
- PHOTO near Lone Star Container 401(k) Profit Sharing Plan
- PHOTO ind #1162
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 Educational Services retirement plans → · Plans in Colorado →
Clayton Early Learning 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $324K |
| Employer EIN | 840432238 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees for the George W Clayton Trust Aka)
Sponsor-wide plan assets over time
All Trustees for the George W Clayton Trust Aka plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 23.301957360925034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $6M |
| 2023 | 1 | 159 | $7M |
| 2024 | 1 | 169 | $7M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Clayton Early Learning 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Lone Star Container 401(k) Profit Sharing Plan in TX ($7M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 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.