401(k) · DOL Form 5500 · 2024

Clear Street Management LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
397
Participants Below avg headcount
83rd
Percentile by assets National rank
$114,200
Avg per participant Below avg balance/head
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Official DOL plan name: Clear Street 401(k) Plan · Sponsored by Clear Street Management LLC · New York · Finance & Insurance

$45M in assets, 397 participants

Clear Street Management LLC's Clear Street 401(k) Plan reported $45M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,300 in Finance & Insurance (8,549 peers)

Coverage in New York

Clear Street 401(k) Plan covers 397 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $45M.

#6,300
in Finance & Insurance (8,549 peers)
+70.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Clear Street 401(k) Plan's outsized position by total assets

Clear Street 401(k) Plan vs every filed plan by assets

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

$45,337,315 Top 17% higher than 83% 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

Clear Street 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. Clear Street 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clear Street 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Clear Street 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Clear Street 401(k) Plan reported participants fell from 414 in the plan year 2023 filing to 397 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363862498 · Clear Street Management LLC PY 2024 · 401(k)

Clear Street 401(k) Plan · $45M · 397 · 83rd

  • SCH $45M
  • EBSA 397
  • PART 83rd
  • TYPE 401(k)
  • NET near Mitutoyo Research & Development America, Inc. Employees' 401(k) Retirement Plan and Trust
  • BOOK ind #6300

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 →

Clear Street 401(k) Plan in the asset neighbourhood

Ecmd, Inc. Profit Sharing 401(k) PlanEcmd, Inc. Profit Sharing 40…$45MFisher & Paykel Holdings, Inc. 401(k) PlanFisher & Paykel Holdings, In…$45MClear Street 401(k) Plan$45MMitutoyo Research & Development America, Inc. Employees' 401(k) Retirement Plan and TrustMitutoyo Research & Developm…$45MTable Mountain Rancheria 401(k) PlanTable Mountain Rancheria 401…$45M
End-of-year total assets ($M) among Clear Street 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$45M
Net Income$19M
Employer EIN363862498
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clear Street Management LLC)

Sponsor-wide plan assets over time

All Clear Street Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 189.31667764378133% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $15.7M $45.3M ▲ +189.3%
Year Plans Participants Total Assets
2022 1 318 $16M
2023 1 414 $27M
2024 1 397 $45M

Nearby 401(k) Plans in New York

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

Clear Street 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Clear Street 401(k) Plan, Total assets ($B): 0.045337315 · Participants: 397Clear Street 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Clear Street 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Clear Street 401(k) Plan side-by-side with 3 peers →

Clear Street 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mitutoyo Research & Development America, Inc. Employees' 401(k) Retirement Plan and Trust in WA ($45M); by covered participants it is Lubbock Heart Hospital, LP 401(k) Plan in TX (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Clear Street 401(k) Plan assets move in 2024? ▼
Clear Street 401(k) Plan surged - up 70.0% during 2024, from $27M to $45M. Reported net income was $19M.
How have Clear Street Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clear Street Management LLC's sponsor-wide assets grew 189.3%, from $16M to $45M.
Where does Clear Street 401(k) Plan rank by assets among Form 5500 filers? ▼
Clear Street 401(k) Plan ranks in the 83rd 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 Clear Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitutoyo Research & Development America, Inc. Employees' 401(k) Retirement Plan and Trust in WA ($45M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Clear Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lubbock Heart Hospital, LP 401(k) Plan in TX (397 participants, N/A 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 363862498.

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.