401(k) · DOL Form 5500 · 2024

Claim Assist Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,166
Participants Near avg headcount
52nd
Percentile by assets National rank
$7,341
Avg per participant Low balance/head
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Official DOL plan name: Claim Assist Solutions, LLC 401(k) Plan · Sponsored by Claim Assist Solutions, LLC · Texas · Finance & Insurance

$9M in assets, 1,166 participants

Claim Assist Solutions, LLC's Claim Assist Solutions, LLC 401(k) Plan reported $9M in total assets and 1,166 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,119 in Finance & Insurance (8,549 peers)

Claim Assist Solutions, LLC multi-year trail

Claim Assist Solutions, LLC's plans moved +85.7% in assets from 2023 to 2024; this filing shows Claim Assist Solutions, LLC 401(k) Plan at $9M / 1,166 participants.

#3,119
in Finance & Insurance (8,549 peers)
+85.7%
assets growth YoY

Claim Assist Solutions, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Claim Assist Solutions, LLC 401(k) Plan vs every filed plan by assets

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

$8,559,398 Top 48% higher than 52% 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

Claim Assist Solutions, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claim Assist Solutions, LLC 401(k) Plan lands in the large band (1,166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Claim Assist Solutions, LLC 401(k) Plan reported participants rose from 354 in the plan year 2023 filing to 1,166 in the plan year 2024 filing.
  • Claim Assist Solutions, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Claim Assist Solutions, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 743017360 · Claim Assist Solutions, LLC PY 2024 · 401(k)

Claim Assist Solutions, LLC 401(k) Plan · $9M · 1,166 · 52nd

  • IND $9M
  • EOY 1,166
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Bill Howe Plumbing, Inc. 401(k) Profit Sharing Plan & Trust
  • EIN ind #3119

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 Texas →

Claim Assist Solutions, LLC 401(k) Plan in the asset neighbourhood

Claim Assist Solutions, LLC 401(k) PlanClaim Assist Solutions, LLC …$9MBill Howe Plumbing, Inc. 401(k) Profit Sharing Plan & TrustBill Howe Plumbing, Inc. 401…$9MLegacy Pharmaceutical Packaging 401(k) Profit Sharing PlanLegacy Pharmaceutical Packag…$9MScott, Dukes & Geisler, P.C. 401(k) Profit Sharing PlanScott, Dukes & Geisler, P.C.…$9MRocking Horse Center 401(k) PlanRocking Horse Center 401(k) …$9M
End-of-year total assets ($M) among Claim Assist Solutions, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Claim Assist Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Claim Assist Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 85.68284571165027% vs 2023
2024 filing year
$4M$6M$8M$10M 20232024 $4.61M $8.56M ▲ +85.7%
Year Plans Participants Total Assets
2023 1 354 $5M
2024 1 1,166 $9M

Claim Assist Solutions, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN743017360
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Claim Assist Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Claim Assist Solutions, LLC 401(k) Plan, Total assets ($B): 0.008559398 · Participants: 1166Claim Assist Solutions, LLC 401(k) 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
Claim Assist Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Claim Assist Solutions, LLC 401(k) Plan side-by-side with 3 peers →

Claim Assist Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bill Howe Plumbing, Inc. 401(k) Profit Sharing Plan & Trust in CA ($9M); by covered participants it is Lumeris 401(k) Plan in MO (1,166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,166 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 Claim Assist Solutions, LLC 401(k) Plan assets move in 2024? ▼
Claim Assist Solutions, LLC 401(k) Plan surged - up 85.7% during 2024, from $5M to $9M. Reported net income was $3M.
How have Claim Assist Solutions, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Claim Assist Solutions, LLC's sponsor-wide assets grew 85.7%, from $5M to $9M.
Which 401(k) plans are similar in size to Claim Assist Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bill Howe Plumbing, Inc. 401(k) Profit Sharing Plan & Trust in CA ($9M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Claim Assist Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumeris 401(k) Plan in MO (1,166 participants, $166M 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 743017360.

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.