401(k) · DOL Form 5500 · 2024
Clearwater Services Incorporated 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $74,332
- Avg per participant Below avg balance/head
Official DOL plan name: Clearwater Services Incorporated Retirement Plan · Sponsored by Clearwater Services Incorporated · Ohio · Retail Trade
$8M in assets, 105 participants
Clearwater Services Incorporated's Clearwater Services Incorporated Retirement Plan reported $8M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #4,882 in Retail Trade (8,048 peers)
Coverage in Ohio
Clearwater Services Incorporated Retirement Plan covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #4,882
- in Retail Trade (8,048 peers)
- +13.2%
- assets growth YoY
Clearwater Services Incorporated Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Clearwater Services Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,804,848 Top 50% higher than 50% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Clearwater Services Incorporated 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. Clearwater Services Incorporated Retirement Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clearwater Services Incorporated Retirement Plan reported net income rose from $57K in the plan year 2023 filing to $912K in the plan year 2024 filing.
- Clearwater Services Incorporated Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 472588898 · Clearwater Services Incorporated PY 2024 · 401(k)
Clearwater Services Incorporated Retirement Plan · $8M · 105 · 50th
- SCH $8M
- EBSA 105
- PART 50th
- TYPE 401(k)
- NET near Kw International Inc Retirement Plan
- BOOK ind #4882
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 Retail Trade retirement plans → · Plans in Ohio →
Clearwater Services Incorporated Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $912K |
| Employer EIN | 472588898 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clearwater Services Incorporated)
Sponsor-wide plan assets over time
All Clearwater Services Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 14.170494609965223% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $7M |
| 2023 | 1 | 106 | $7M |
| 2024 | 1 | 105 | $8M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Clearwater Services Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Kw International Inc Retirement Plan in CA ($8M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.