Other · DOL Form 5500 · 2024
CLEARBROOK Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 1,081
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $27,439
- Avg per participant Low balance/head
Official DOL plan name: Clearbrook Pension Savings Plan · Sponsored by CLEARBROOK · Illinois · Healthcare & Social Assistance
$30M in assets, 1,081 participants
CLEARBROOK's Clearbrook Pension Savings Plan reported $30M in total assets and 1,081 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,621 in Healthcare & Social Assistance (16,916 peers)
Where Clearbrook Pension Savings Plan sits by assets
Clearbrook Pension Savings Plan sits in the top quartile of all filed plans by assets, $30M for 1,081 participants (~$27,439/participant), up 13.0% in 2024.
- #13,621
- in Healthcare & Social Assistance (16,916 peers)
- +13.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Clearbrook Pension Savings Plan's outsized position by total assets
Clearbrook Pension Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,661,636 Top 23% higher than 77% 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
Clearbrook Pension Savings 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. Clearbrook Pension Savings Plan lands in the large band (1,081 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clearbrook Pension Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Clearbrook Pension Savings Plan reported participants rose from 1,027 in the plan year 2023 filing to 1,081 in the plan year 2024 filing.
- Clearbrook Pension Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362420176 · CLEARBROOK PY 2024 · Other
Clearbrook Pension Savings Plan · $30M · 1,081 · 77th
- EIN $30M
- RANK 1,081
- PHOTO 77th
- IND Other
- EOY near Chinese American International School Retirement Savings Plan
- 5500 ind #13621
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Clearbrook Pension Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 362420176 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CLEARBROOK)
Sponsor-wide plan assets over time
All CLEARBROOK plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 30.9752379049869% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 847 | $23M |
| 2023 | 1 | 1,027 | $26M |
| 2024 | 1 | 1,081 | $30M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Clearbrook Pension Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Chinese American International School Retirement Savings Plan in CA ($30M); by covered participants it is Anna Jaques 403(b) Retirement Plan in MA (1,082 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Chinese American International School Retirement Savings Plan (CA) $30M · 110
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) $30M · 1,121
- Minneapolis College of Art and Design Defined Contribution Retirement Plan (MN) $30M · 258
- Aiche Tax Deferred Savings Plan (NY) $30M · 117
Similar participant headcount
Nearest other-state filings by covered participants (1,081 participants); asset peers above are excluded.
- Anna Jaques 403(b) Retirement Plan (MA) 1,082 · 1 off
- Washington and Lee University Defined Contribution Plan (VA) 1,079 · 2 off
- Mental Health Center of Denver Retirement Plan (CO) 1,084 · 3 off
- Goodwill Industries of Northwest Nc 403(b) Plan (NC) 1,084 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.