401(k) · DOL Form 5500 · 2024

Clearbrook, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
85
Participants Small participant base
33rd
Percentile by assets National rank
$33,070
Avg per participant Low balance/head
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Official DOL plan name: Clearbrook, LLC 401(k) Plan · Sponsored by Clearbrook, LLC · Alabama · Professional & Technical Services

$3M in assets, 85 participants

Clearbrook, LLC's Clearbrook, LLC 401(k) Plan reported $3M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,988 in Professional & Technical Services (20,173 peers)

Clearbrook, LLC multi-year trail

Clearbrook, LLC's plans moved +78.8% in assets from 2022 to 2024; this filing shows Clearbrook, LLC 401(k) Plan at $3M / 85 participants.

#5,988
in Professional & Technical Services (20,173 peers)
+32.8%
assets growth YoY

Clearbrook, LLC 401(k) Plan among the smaller filed plans by assets

Clearbrook, LLC 401(k) Plan vs every filed plan by assets

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

$2,810,971 33rd percentile higher than 33% 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

Clearbrook, LLC 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. Clearbrook, LLC 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clearbrook, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Clearbrook, LLC 401(k) Plan reported net income rose from $544K in the plan year 2023 filing to $695K in the plan year 2024 filing.
  • Clearbrook, LLC 401(k) Plan reported participants rose from 73 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 631209080 · Clearbrook, LLC PY 2024 · 401(k)

Clearbrook, LLC 401(k) Plan · $3M · 85 · 33rd

  • BOOK $3M
  • VS-ST 85
  • BOY 33rd
  • SCH 401(k)
  • EBSA near Bluemont Group Holdings, LLC 401(k) Plan
  • PART ind #5988

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Clearbrook, LLC 401(k) Plan in the asset neighbourhood

Clearbrook, LLC 401(k) Plan$3MBluemont Group Holdings, LLC 401(k) PlanBluemont Group Holdings, LLC…$3MReggora, Inc. 401(k) Plan$3MMetrokids Cradle 401(k) Plan$3MNassar Enterprises, LLC 401(k) and Profit Sharing PlanNassar Enterprises, LLC 401(…$3M
End-of-year total assets ($M) among Clearbrook, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Clearbrook, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Clearbrook, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 78.79390784163441% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.57M $2.81M ▲ +79.0%
Year Plans Participants Total Assets
2022 1 62 $2M
2023 1 73 $2M
2024 1 85 $3M

Clearbrook, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$695K
Employer EIN631209080
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Clearbrook, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Clearbrook, LLC 401(k) Plan, Total assets ($B): 0.002810971 · Participants: 85Clearbrook, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Clearbrook, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Clearbrook, LLC 401(k) Plan side-by-side with 3 peers →

Clearbrook, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Bluemont Group Holdings, LLC 401(k) Plan in TN ($3M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Clearbrook, LLC 401(k) Plan assets move in 2024? ▼
Clearbrook, LLC 401(k) Plan surged - up 32.8% during 2024, from $2M to $3M. Reported net income was $695K.
How have Clearbrook, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearbrook, LLC's sponsor-wide assets grew 78.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Clearbrook, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bluemont Group Holdings, LLC 401(k) Plan in TN ($3M, 764 participants).
Which 401(k) plans cover a similar participant headcount to Clearbrook, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 631209080.

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.