Department of Labor filing

THE CLAFLIN COMPANY

THE CLAFLIN COMPANY SAVINGS & RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

24filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$132

Reported employer contributions per active participant.

Higher than about 10% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$145 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 59% of comparable plans

↗Investment performance

Not available

Plan assets changed -71.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202424out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions10th percentileTypical peer $2,938 · based on 94 comparable plans

Lower reported administrative expense59th percentileTypical peer $180 · based on 97 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE CLAFLIN COMPANY reported $10,938 in employer contributions across the plan and 83 active participants. That works out to $132 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 92.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 18.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context24/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $10,938
Participant contributions: $937,485
Other contributions: $141,782
Employer share of reported contributions: 1.2%
Beginning assets: $36,769,654
Ending assets: $10,631,970
Ending net assets: $10,618,221
Ending liabilities: $13,749
Total income: $4,312,697
Total expenses: $3,674,369
Administrative expenses: $64,305
Participant loans: $179,755

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,790

2023

$2,007

2024

$132

Plan-paid administrative expenses per participant

2022

$178

2023

$187

2024

$145

Active participants

2022

414

2023

401

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$132	83	10.6M	20250910073845NAL0044077794001
2023	$2,007	401	36.8M	20241011130203NAL0012508467001
2022	$1,790	414	29.8M	20231012090004NAL0030853793001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 050375691-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1992
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2T2F2E2G2J2K3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250910073845NAL0044077794001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗