401(k) · DOL Form 5500 · 2024

Claridge Products & Equipment, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
324
Participants Below avg headcount
50th
Percentile by assets National rank
$23,170
Avg per participant Low balance/head
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Official DOL plan name: Claridge Products & Equipment, LLC Employees 401(k) Plan · Sponsored by Claridge Products & Equipment, LLC · Texas · Manufacturing

$8M in assets, 324 participants

Claridge Products & Equipment, LLC's Claridge Products & Equipment, LLC Employees 401(k) Plan reported $8M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,053 in Manufacturing (17,777 peers)

Coverage in Texas

Claridge Products & Equipment, LLC Employees 401(k) Plan covers 324 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#6,053
in Manufacturing (17,777 peers)
+0.8%
assets growth YoY

Claridge Products & Equipment, LLC Employees 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Claridge Products & Equipment, LLC Employees 401(k) Plan vs every filed plan by assets

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

$7,507,209 Top 50% higher than 50% 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

Claridge Products & Equipment, LLC Employees 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. Claridge Products & Equipment, LLC Employees 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Claridge Products & Equipment, LLC Employees 401(k) Plan reported net income rose from -$547K in the plan year 2023 filing to $61K in the plan year 2024 filing.
  • Claridge Products & Equipment, LLC Employees 401(k) Plan reported participants fell from 455 in the plan year 2023 filing to 324 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 710302078 · Claridge Products & Equipment, LLC PY 2024 · 401(k)

Claridge Products & Equipment, LLC Employees 401(k) Plan · $8M · 324 · 50th

  • SCH $8M
  • SCH 324
  • SCH 50th
  • SCH 401(k)
  • SCH near H & H Sales, Inc. 401(k) Plan
  • SCH ind #6053

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 Texas →

Claridge Products & Equipment, LLC Employees 401(k) Plan in the asset neighbourhood

Claridge Products & Equipment, LLC Employees 401(k) PlanClaridge Products & Equipmen…$8MH & H Sales, Inc. 401(k) Plan$8MEvofem, Inc. 401(k) Plan$8MLindy Property Management 401(k) PlanLindy Property Management 40…$8MObjective Paradigm 401(k) PlanObjective Paradigm 401(k) Pl…$8M
End-of-year total assets ($M) among Claridge Products & Equipment, LLC Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$61K
Employer EIN710302078
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Claridge Products & Equipment, LLC)

Sponsor-wide plan assets over time

All Claridge Products & Equipment, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 6.0789510360553205% vs 2022
2024 filing year
$7.2M$7.4M$7.6M$7.8M$8M$8.2M 202220232024 $7.99M $7.51M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 215 $8M
2023 1 455 $7M
2024 1 324 $8M

Nearby 401(k) Plans in Texas

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

Claridge Products & Equipment, LLC Employees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Claridge Products & Equipment, LLC Employees 401(k) Plan, Total assets ($B): 0.007507209 · Participants: 324Claridge Products & Equipment, LLC Employees 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Claridge Products & Equipment, LLC Employees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Claridge Products & Equipment, LLC Employees 401(k) Plan side-by-side with 3 peers →

Claridge Products & Equipment, LLC Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is H & H Sales, Inc. 401(k) Plan in IA ($8M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Claridge Products & Equipment, LLC Employees 401(k) Plan assets move in 2024? ▼
Claridge Products & Equipment, LLC Employees 401(k) Plan held essentially flat - up 0.8% during 2024, from $7M to $8M. Reported net income was $61K.
How have Claridge Products & Equipment, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claridge Products & Equipment, LLC's sponsor-wide assets declined 6.1%, from $8M to $8M.
Which 401(k) plans are similar in size to Claridge Products & Equipment, LLC Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is H & H Sales, Inc. 401(k) Plan in IA ($8M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Claridge Products & Equipment, LLC Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (324 participants, $5M 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 710302078.

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.