401(k) · DOL Form 5500 · 2024

Clubessential Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
559
Participants Below avg headcount
74th
Percentile by assets National rank
$43,598
Avg per participant Low balance/head
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Official DOL plan name: Clubessential Holdings, LLC 401(k) Plan · Sponsored by Clubessential Holdings, LLC · Ohio · Information & Media

$24M in assets, 559 participants

Clubessential Holdings, LLC's Clubessential Holdings, LLC 401(k) Plan reported $24M in total assets and 559 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,822 in Information & Media (2,822 peers)

Clubessential Holdings, LLC multi-year trail

Clubessential Holdings, LLC's plans moved +110.1% in assets from 2022 to 2024; this filing shows Clubessential Holdings, LLC 401(k) Plan at $24M / 559 participants.

#1,822
in Information & Media (2,822 peers)
+36.3%
assets growth YoY

Clubessential Holdings, LLC 401(k) Plan's outsized position by total assets

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

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

$24,371,375 Top 26% higher than 74% 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

Clubessential Holdings, 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. Clubessential Holdings, LLC 401(k) Plan sits mid-pack in the medium band (559 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clubessential Holdings, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Clubessential Holdings, LLC 401(k) Plan reported participants rose from 493 in the plan year 2023 filing to 559 in the plan year 2024 filing.
  • Clubessential Holdings, LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 813166532 · Clubessential Holdings, LLC PY 2024 · 401(k)

Clubessential Holdings, LLC 401(k) Plan · $24M · 559 · 74th

  • SCH $24M
  • EBSA 559
  • PART 74th
  • TYPE 401(k)
  • NET near Lipman 401(k) Plan
  • BOOK ind #1822

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 Information & Media retirement plans → · Plans in Ohio →

Clubessential Holdings, LLC 401(k) Plan in the asset neighbourhood

Water Environment Federation 401(k) PlanWater Environment Federation…$24MClubessential Holdings, LLC 401(k) PlanClubessential Holdings, LLC …$24MLipman 401(k) Plan$24MNexus Technologies, LLC 401(k) PlanNexus Technologies, LLC 401(…$24MThe Coring & Cutting Group Retirement PlanThe Coring & Cutting Group R…$24M
End-of-year total assets ($M) among Clubessential Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Clubessential Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Clubessential Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 110.0902544052027% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $11.6M $24.4M ▲ +110.1%
Year Plans Participants Total Assets
2022 1 331 $12M
2023 1 493 $18M
2024 1 559 $24M

Clubessential Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN813166532
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Clubessential Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Clubessential Holdings, LLC 401(k) Plan, Total assets ($B): 0.024371375 · Participants: 559Clubessential Holdings, LLC 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Clubessential Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest 401(k) by assets is Lipman 401(k) Plan in FL ($24M); by covered participants it is The Koehler Organization 401(k) Plan in SD (559 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (559 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 Clubessential Holdings, LLC 401(k) Plan assets move in 2024?
Clubessential Holdings, LLC 401(k) Plan surged - up 36.3% during 2024, from $18M to $24M. Reported net income was $6M.
How have Clubessential Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Clubessential Holdings, LLC's sponsor-wide assets grew 110.1%, from $12M to $24M.
Which 401(k) plans are similar in size to Clubessential Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lipman 401(k) Plan in FL ($24M, 460 participants).
Which 401(k) plans cover a similar participant headcount to Clubessential Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Koehler Organization 401(k) Plan in SD (559 participants, $8M in assets).