401(k) · DOL Form 5500 · 2024

Clearstead Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
144
Participants Small participant base
80th
Percentile by assets National rank
$246,400
Avg per participant Above avg balance/head
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Official DOL plan name: Clearstead Advisors 401(k) Retirement Plan · Sponsored by Clearstead Advisors, LLC · Ohio · Finance & Insurance

$35M in assets, 144 participants

Clearstead Advisors, LLC's Clearstead Advisors 401(k) Retirement Plan reported $35M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,859 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Clearstead Advisors 401(k) Retirement Plan covers 144 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $35M.

#5,859
in Finance & Insurance (8,549 peers)
+49.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Clearstead Advisors 401(k) Retirement Plan's outsized position by total assets

Clearstead Advisors 401(k) Retirement Plan vs every filed plan by assets

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

$35,481,617 Top 20% higher than 80% 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

Clearstead Advisors 401(k) Retirement 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. Clearstead Advisors 401(k) Retirement Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clearstead Advisors 401(k) Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Clearstead Advisors 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Clearstead Advisors 401(k) Retirement Plan reported participants rose from 113 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341597728 · Clearstead Advisors, LLC PY 2024 · 401(k)

Clearstead Advisors 401(k) Retirement Plan · $35M · 144 · 80th

  • PCT $35M
  • EIN 144
  • RANK 80th
  • PHOTO 401(k)
  • IND near Doll Distributing LLC 401(k) Retirement Plan
  • EOY ind #5859

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 Ohio →

Clearstead Advisors 401(k) Retirement Plan in the asset neighbourhood

Clearstead Advisors 401(k) Retirement PlanClearstead Advisors 401(k) R…$35MDoll Distributing LLC 401(k) Retirement PlanDoll Distributing LLC 401(k)…$35MCarroll Daniel Inc. Retirement PlanCarroll Daniel Inc. Retireme…$35MJupiter I, L.L.C. 401(k) Plan$35MBerkel & Company Contractors, Inc. Deferred Wage Retirement TrustBerkel & Company Contractors…$35M
End-of-year total assets ($M) among Clearstead Advisors 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$35M
Net Income$12M
Employer EIN341597728
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clearstead Advisors, LLC)

Sponsor-wide plan assets over time

All Clearstead Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 117.45265456958562% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $16.3M $35.5M ▲ +117.4%
Year Plans Participants Total Assets
2022 1 98 $16M
2023 1 113 $24M
2024 1 144 $35M

Nearby 401(k) Plans in Ohio

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

Clearstead Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Clearstead Advisors 401(k) Retirement Plan, Total assets ($B): 0.035481617 · Participants: 144Clearstead Advisors 401(k) Retirement 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
Clearstead Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Clearstead Advisors 401(k) Retirement Plan side-by-side with 3 peers →

Clearstead Advisors 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Doll Distributing LLC 401(k) Retirement Plan in IA ($35M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Clearstead Advisors 401(k) Retirement Plan assets move in 2024? ▼
Clearstead Advisors 401(k) Retirement Plan surged - up 49.0% during 2024, from $24M to $35M. Reported net income was $12M.
How have Clearstead Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearstead Advisors, LLC's sponsor-wide assets grew 117.5%, from $16M to $35M.
Where does Clearstead Advisors 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Clearstead Advisors 401(k) Retirement Plan ranks in the 80th 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 Clearstead Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doll Distributing LLC 401(k) Retirement Plan in IA ($35M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Clearstead Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M 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 341597728.

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.