401(k) · DOL Form 5500 · 2024

Clearwater Analytics, LLC 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
924
Participants Near avg headcount
91st
Percentile by assets National rank
$124,215
Avg per participant Near avg balance/head
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Official DOL plan name: Clearwater Analytics 401(k) Plan · Sponsored by Clearwater Analytics, LLC · Idaho · Finance & Insurance

$115M in assets, 924 participants

Clearwater Analytics, LLC's Clearwater Analytics 401(k) Plan reported $115M in total assets and 924 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,403 in Finance & Insurance (8,549 peers)

Coverage in Idaho

Clearwater Analytics 401(k) Plan covers 924 participants in Idaho, 2.7x the typical Idaho plan (state average ~347 per filing). Assets: $115M.

#7,403
in Finance & Insurance (8,549 peers)
+24.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Clearwater Analytics 401(k) Plan's outsized position by total assets

Clearwater Analytics 401(k) Plan vs every filed plan by assets

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

$114,774,519 Top 9% higher than 91% 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

Clearwater Analytics 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. Clearwater Analytics 401(k) Plan sits mid-pack in the medium band (924 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clearwater Analytics 401(k) Plan end-of-year assets rose from $92M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Clearwater Analytics 401(k) Plan reported participants fell from 948 in the plan year 2023 filing to 924 in the plan year 2024 filing.
  • Clearwater Analytics 401(k) Plan reported net income fell from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421658172 · Clearwater Analytics, LLC PY 2024 · 401(k)

Clearwater Analytics 401(k) Plan · $115M · 924 · 91st

  • PART $115M
  • TYPE 924
  • NET 91st
  • BOOK 401(k)
  • VS-ST near Modernizing Medicine, Inc. 401(k) Plan
  • BOY ind #7403

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 Idaho →

Clearwater Analytics 401(k) Plan in the asset neighbourhood

Freshfields US LLP 401(k) Savings PlanFreshfields US LLP 401(k) Sa…$115MClearwater Analytics 401(k) PlanClearwater Analytics 401(k) …$115MModernizing Medicine, Inc. 401(k) PlanModernizing Medicine, Inc. 4…$115MEmpower Hr Retirement Savings PlanEmpower Hr Retirement Saving…$115MDeluxe 401(k) Plan$115M
End-of-year total assets ($M) among Clearwater Analytics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$115M
Net Income$22M
Employer EIN421658172
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clearwater Analytics, LLC)

Sponsor-wide plan assets over time

All Clearwater Analytics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$115M 63.858583945814615% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70M $115M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 877 $70M
2023 1 948 $92M
2024 1 924 $115M

Nearby 401(k) Plans in Idaho

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

Clearwater Analytics 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -101234 Total assets ($B) Participants Clearwater Analytics 401(k) Plan, Total assets ($B): 0.114774519 · Participants: 924Clearwater Analytics 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Clearwater Analytics 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Clearwater Analytics 401(k) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest 401(k) by assets is Modernizing Medicine, Inc. 401(k) Plan in FL ($115M); by covered participants it is Columbus Community Hospital, Inc. Employees' Retirement Plan in NE (924 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (924 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 Clearwater Analytics 401(k) Plan assets move in 2024? ▼
Clearwater Analytics 401(k) Plan grew sharply - up 24.1% during 2024, from $92M to $115M. Reported net income was $22M.
How have Clearwater Analytics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearwater Analytics, LLC's sponsor-wide assets grew 63.9%, from $70M to $115M.
Where does Clearwater Analytics 401(k) Plan rank by assets among Form 5500 filers? ▼
Clearwater Analytics 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Clearwater Analytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modernizing Medicine, Inc. 401(k) Plan in FL ($115M, 1,563 participants).
Which 401(k) plans cover a similar participant headcount to Clearwater Analytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Columbus Community Hospital, Inc. Employees' Retirement Plan in NE (924 participants, $43M 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 421658172.

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.