401(k) · DOL Form 5500 · 2024

Clearwell Dynamics, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
567
Participants Below avg headcount
60th
Percentile by assets National rank
$21,062
Avg per participant Low balance/head
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Official DOL plan name: Clearwell Dynamics Retirement Plan · Sponsored by Clearwell Dynamics, LLC · Texas · Mining & Oil Extraction

$12M in assets, 567 participants

Clearwell Dynamics, LLC's Clearwell Dynamics Retirement Plan reported $12M in total assets and 567 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #312 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Clearwell Dynamics Retirement Plan ranks #312 of 785 2024 filers by assets (1030% of the sector average)-$12M for 567 participants.

#312
in Mining & Oil Extraction (785 peers)
+9.8%
assets growth YoY

Clearwell Dynamics Retirement Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Clearwell Dynamics Retirement Plan vs every filed plan by assets

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

$11,941,963 Top 40% higher than 60% 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

Clearwell Dynamics 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. Clearwell Dynamics Retirement Plan sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clearwell Dynamics Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Clearwell Dynamics Retirement Plan reported participants fell from 783 in the plan year 2023 filing to 567 in the plan year 2024 filing.
  • Clearwell Dynamics Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 873816579 · Clearwell Dynamics, LLC PY 2024 · 401(k)

Clearwell Dynamics Retirement Plan · $12M · 567 · 60th

  • PHOTO $12M
  • PHOTO 567
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Singleton Schreiber, LLP 401(k) Plan
  • PHOTO ind #312

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Clearwell Dynamics Retirement Plan in the asset neighbourhood

Clearwell Dynamics Retirement PlanClearwell Dynamics Retiremen…$12MSingleton Schreiber, LLP 401(k) PlanSingleton Schreiber, LLP 401…$12MDean Transportation, Inc. 401(k) PlanDean Transportation, Inc. 40…$12MBeckway LLC 401(k)$12M401(k) Profit-Sharing Plan for Employees of Odd Fellow-Rebekah Children's Home401(k) Profit-Sharing Plan f…$12M
End-of-year total assets ($M) among Clearwell Dynamics Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN873816579
Plan Effective Date2022-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clearwell Dynamics, LLC)

Sponsor-wide plan assets over time

All Clearwell Dynamics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 43.76503024588688% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.31M $11.9M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 350 $8M
2023 1 783 $11M
2024 1 567 $12M

Nearby 401(k) Plans in Texas

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

Clearwell Dynamics Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Clearwell Dynamics Retirement Plan, Total assets ($B): 0.011941963 · Participants: 567Clearwell Dynamics Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Clearwell Dynamics Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Clearwell Dynamics Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Singleton Schreiber, LLP 401(k) Plan in CA ($12M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (567 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 Clearwell Dynamics Retirement Plan assets move in 2024? ▼
Clearwell Dynamics Retirement Plan grew at a solid clip - up 9.8% during 2024, from $11M to $12M. Reported net income was $1M.
How have Clearwell Dynamics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearwell Dynamics, LLC's sponsor-wide assets grew 43.8%, from $8M to $12M.
Which 401(k) plans are similar in size to Clearwell Dynamics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Singleton Schreiber, LLP 401(k) Plan in CA ($12M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Clearwell Dynamics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (567 participants, $7M 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 873816579.

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.