401(k)
2024 plan-year 401(k) DOL Form 5500

Clarify Health 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Clarify Health Solutions, Inc. ยท California ยท Professional & Technical Services

What the 2023 filing shows

Clarify Health 401(k) Plan holds $15M for 206 participants - about $74,159 per participant, up 9.3% over the 2024 plan year.

$15M
total plan assets (2024 EOY)
206
covered participants
$74,159
avg assets per participant
+9.3%
assets growth YoY
Total Assets (2023)
$15M
Participants
206
State
Industry
Professional & Technical Services

What the Filing Says About Clarify Health 401(k) Plan

Clarify Health 401(k) Plan is a 401(k) retirement plan sponsored by Clarify Health Solutions, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 206 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 475611020, and the plan has been effective since 2020-01-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2024 to $15M at year-end โ€” a gain of 9.3%. Net assets (after liabilities) closed the year at $15M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$1M
Plan Type401(k)
Employer EIN475611020
Plan Effective Date2020-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarify Health Solutions, Inc.)

Year Plans Participants Total Assets
2022 1 200 $10M
2023 1 265 $14M
2024 1 206 $15M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Clarify Health 401(k) Plan?
As of the 2024 Form 5500 filing, Clarify Health 401(k) Plan holds $15M in total assets with 206 participants. It is sponsored by Clarify Health Solutions, Inc..
What type of plan is Clarify Health 401(k) Plan?
Clarify Health 401(k) Plan is a 401(k) plan. It has been effective since 2020-01-15. The plan is filed with the U.S. Department of Labor under EIN 475611020.
Who sponsors the Clarify Health 401(k) Plan?
Clarify Health 401(k) Plan is sponsored by Clarify Health Solutions, Inc., located in California. The sponsor's EIN is 475611020 and the plan operates in the Professional & Technical Services industry.
How did Clarify Health 401(k) Plan perform in 2024?
Clarify Health 401(k) Plan grew by 9.3% during 2024, moving from $14M to $15M in total assets. Net income was $1M.
Where can I find official filings for Clarify Health 401(k) Plan?
Official Form 5500 filings for Clarify Health 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 475611020 or plan name at efast.dol.gov.
How does Clarify Health 401(k) Plan compare to other plans?
You can compare Clarify Health 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 475611020.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.