Current Snapshot
Latest Year
2023
2023 Participants
87
2023 Assets
$1,465,311
2023 Contributions
$222,637
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 87 | $0 | $0 | - |
| Clare Oaks Employee Benefit Plan | - | 87 | - | - | - |
| 2022 | 1 | 123 | $0 | $0 | - |
| Clare Oaks Employee Benefit Plan | - | 123 | - | - | - |
| 2021 | 1 | 0 | $0 | $0 | - |
| Clare Oaks 401(K) Plan | - | 0 | $0 | - | - |
| 2020 | 1 | 138 | $1,465,311 | $222,637 | $1,613iApproximate average salary by contribution assumption: employee only about $40,333 at 4% or $26,889 at 6%; with 50% employer match about $26,889 at 4% or $17,926 at 6%; with 100% employer match about $20,166 at 4% or $13,444 at 6%. |
| Clare Oaks 401(K) Plan | - | 138 | $1,465,311 | $222,637 | $1,613iApproximate average salary by contribution assumption: employee only about $40,333 at 4% or $26,889 at 6%; with 50% employer match about $26,889 at 4% or $17,926 at 6%; with 100% employer match about $20,166 at 4% or $13,444 at 6%. |
| 2019 | 2 | 178 | $1,188,069 | $242,279 | $1,361iApproximate average salary by contribution assumption: employee only about $34,028 at 4% or $22,685 at 6%; with 50% employer match about $22,685 at 4% or $15,124 at 6%; with 100% employer match about $17,014 at 4% or $11,343 at 6%. |
| Clare Oaks 401(K) Plan | - | 178 | $1,188,069 | $242,279 | $1,361iApproximate average salary by contribution assumption: employee only about $34,028 at 4% or $22,685 at 6%; with 50% employer match about $22,685 at 4% or $15,124 at 6%; with 100% employer match about $17,014 at 4% or $11,343 at 6%. |
| Clare Oaks Employee Benefit Plan | - | 104 | - | - | - |
| 2018 | 2 | 178 | $960,704 | $263,328 | $1,479iApproximate average salary by contribution assumption: employee only about $36,984 at 4% or $24,656 at 6%; with 50% employer match about $24,656 at 4% or $16,437 at 6%; with 100% employer match about $18,492 at 4% or $12,328 at 6%. |
| Clare Oaks 401(K) Plan | - | 178 | $960,704 | $263,328 | $1,479iApproximate average salary by contribution assumption: employee only about $36,984 at 4% or $24,656 at 6%; with 50% employer match about $24,656 at 4% or $16,437 at 6%; with 100% employer match about $18,492 at 4% or $12,328 at 6%. |
| Clare Oaks Employee Benefit Plan | - | 123 | - | - | - |
| 2017 | 2 | 204 | $881,626 | $279,630 | $1,371iApproximate average salary by contribution assumption: employee only about $34,268 at 4% or $22,846 at 6%; with 50% employer match about $22,846 at 4% or $15,230 at 6%; with 100% employer match about $17,134 at 4% or $11,423 at 6%. |
| Clare Oaks 401(K) Plan | - | 204 | $881,626 | $279,630 | $1,371iApproximate average salary by contribution assumption: employee only about $34,268 at 4% or $22,846 at 6%; with 50% employer match about $22,846 at 4% or $15,230 at 6%; with 100% employer match about $17,134 at 4% or $11,423 at 6%. |
| Clare Oaks Employee Benefit Plan | - | 140 | - | - | - |
| 2016 | 2 | 193 | $529,378 | $275,485 | $1,427iApproximate average salary by contribution assumption: employee only about $35,685 at 4% or $23,790 at 6%; with 50% employer match about $23,790 at 4% or $15,860 at 6%; with 100% employer match about $17,842 at 4% or $11,895 at 6%. |
| Clare Oaks 401(K) Plan | - | 193 | $529,378 | $275,485 | $1,427iApproximate average salary by contribution assumption: employee only about $35,685 at 4% or $23,790 at 6%; with 50% employer match about $23,790 at 4% or $15,860 at 6%; with 100% employer match about $17,842 at 4% or $11,895 at 6%. |
| Clare Oaks Employee Benefit Plan | - | 111 | - | - | - |
| 2015 | 2 | 208 | $269,955 | $182,764 | $879iApproximate average salary by contribution assumption: employee only about $21,967 at 4% or $14,645 at 6%; with 50% employer match about $14,645 at 4% or $9,763 at 6%; with 100% employer match about $10,983 at 4% or $7,322 at 6%. |
| Clare Oaks 401(K) Plan | - | 208 | $269,955 | $182,764 | $879iApproximate average salary by contribution assumption: employee only about $21,967 at 4% or $14,645 at 6%; with 50% employer match about $14,645 at 4% or $9,763 at 6%; with 100% employer match about $10,983 at 4% or $7,322 at 6%. |
| Clare Oaks Employee Benefit Plan | - | 143 | - | - | - |
| 2014 | 2 | 215 | $101,572 | $101,990 | $474iApproximate average salary by contribution assumption: employee only about $11,859 at 4% or $7,906 at 6%; with 50% employer match about $7,906 at 4% or $5,271 at 6%; with 100% employer match about $5,930 at 4% or $3,953 at 6%. |
| Clare Oaks 401(K) Plan | - | 215 | $101,572 | $101,990 | $474iApproximate average salary by contribution assumption: employee only about $11,859 at 4% or $7,906 at 6%; with 50% employer match about $7,906 at 4% or $5,271 at 6%; with 100% employer match about $5,930 at 4% or $3,953 at 6%. |
| Clare Oaks Employee Benefit Plan | - | 164 | - | - | - |
| 2013 | 1 | 147 | $0 | $0 | - |
| Clare Oaks Employee Benefit Plan | - | 147 | - | - | - |
| 2012 | 1 | 136 | $0 | $0 | - |
| Clare Oaks Employee Benefit Plan | - | 136 | - | - | - |