401(k) · DOL Form 5500 · 2024

Claritas, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
225
Participants Below avg headcount
78th
Percentile by assets National rank
$143,549
Avg per participant Near avg balance/head
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Official DOL plan name: Claritas 401(k) Plan · Sponsored by Claritas, LLC · Ohio · Professional & Technical Services

$32M in assets, 225 participants

Claritas, LLC's Claritas 401(k) Plan reported $32M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,857 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Claritas 401(k) Plan covers 225 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $32M.

#15,857
in Professional & Technical Services (20,173 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Claritas 401(k) Plan vs every filed plan by assets

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

$32,298,521 Top 22% higher than 78% 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

Claritas 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. Claritas 401(k) Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Claritas 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Claritas 401(k) Plan reported participants rose from 191 in the plan year 2023 filing to 225 in the plan year 2024 filing.
  • Claritas 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 814488077 · Claritas, LLC PY 2024 · 401(k)

Claritas 401(k) Plan · $32M · 225 · 78th

  • TYPE $32M
  • TYPE 225
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Heartland Technology Group Savings and Retirement Plan
  • TYPE ind #15857

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Claritas 401(k) Plan in the asset neighbourhood

Kline & Specter, P.C. 401(k) Profit Sharing PlanKline & Specter, P.C. 401(k)…$32MClaritas 401(k) Plan$32MHeartland Technology Group Savings and Retirement PlanHeartland Technology Group S…$32MKinaxis Corp. 401(k) Plan$32MDepaul 401(k) Retirement Plan$32M
End-of-year total assets ($M) among Claritas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN814488077
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Claritas, LLC)

Sponsor-wide plan assets over time

All Claritas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 58.82807347378902% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $32.3M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 193 $20M
2023 1 191 $27M
2024 1 225 $32M

Nearby 401(k) Plans in Ohio

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

Claritas 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Claritas 401(k) Plan, Total assets ($B): 0.032298521 · Participants: 225Claritas 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
Claritas 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Claritas 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Heartland Technology Group Savings and Retirement Plan in WI ($32M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Claritas 401(k) Plan assets move in 2024? ▼
Claritas 401(k) Plan grew sharply - up 20.8% during 2024, from $27M to $32M. Reported net income was $6M.
How have Claritas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claritas, LLC's sponsor-wide assets grew 58.8%, from $20M to $32M.
Where does Claritas 401(k) Plan rank by assets among Form 5500 filers? ▼
Claritas 401(k) Plan ranks in the 78th 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 Claritas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heartland Technology Group Savings and Retirement Plan in WI ($32M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Claritas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M 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 814488077.

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.