Assets by plan
Share of aggregate retirement assets
Filings through .
4 plans aggregated / $17.8M assets / 234 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
401(k)
401(k)
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CBI COOPERATIVE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.8M | 86 | 2025 |
| #001 | CLARK BROS., INC. 401(K) PLAN (001) | 401(k) | $4.4M | 89 | 2025 |
| #003 | CLARK BROS., INC. 401(K) PLAN (003) | 401(k) | $2.4M | 52 | 2025 |
| #004 | CLARK BROS., INC. 401(K) PLAN (004) | 401(k) | $232K | 7 | 2025 |