401(k) · DOL Form 5500 · 2024
Cliffwater LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 133
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $255,522
- Avg per participant Above avg balance/head
Official DOL plan name: Cliffwater LLC 401(k) Plan · Sponsored by Cliffwater LLC · California · Finance & Insurance
$34M in assets, 133 participants
Cliffwater LLC's Cliffwater LLC 401(k) Plan reported $34M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #5,764 in Finance & Insurance (8,549 peers)
Coverage in California
Cliffwater LLC 401(k) Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $34M.
- #5,764
- in Finance & Insurance (8,549 peers)
- +32.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cliffwater LLC 401(k) Plan's outsized position by total assets
Cliffwater LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,984,488 Top 21% higher than 79% 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
Cliffwater LLC 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. Cliffwater LLC 401(k) Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cliffwater LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Cliffwater LLC 401(k) Plan reported participants rose from 108 in the plan year 2023 filing to 133 in the plan year 2024 filing.
- Cliffwater LLC 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 201246914 · Cliffwater LLC PY 2024 · 401(k)
Cliffwater LLC 401(k) Plan · $34M · 133 · 79th
- PCT $34M
- EIN 133
- RANK 79th
- PHOTO 401(k)
- IND near Culligan Safe Harbor Retirement Savings Plan
- EOY ind #5764
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 California →
Cliffwater LLC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $8M |
| Employer EIN | 201246914 |
| Plan Effective Date | 2005-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cliffwater LLC)
Sponsor-wide plan assets over time
All Cliffwater LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 84.00070168751516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $18M |
| 2023 | 1 | 108 | $26M |
| 2024 | 1 | 133 | $34M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Cliffwater LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Culligan Safe Harbor Retirement Savings Plan in IL ($34M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Culligan Safe Harbor Retirement Savings Plan (IL) $34M · 869
- Sixteenth Street Community Health Center, Inc. Retirement Plan (WI) $34M · 475
- Dealersocket, Inc. 401(k) Plan (TX) $34M · 790
- Podium 401(k) Plan (UT) $34M · 624
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan (AZ) 133 · 0 off
- Amerikooler 401(k) Plan (FL) 133 · 0 off
- Marketlab Research, Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off
- Dutchland Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.