Plan Ledger DOL Form 5500 · updated monthly

Clif Bar & Company401(k)

CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN · EMERYVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.13%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Clif Bar & Company reported $253,554 in plan administrative expenses for 2022: 0.13% of average plan assets, above the peer median. Employer contributions averaged $4,740 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other manufacturing employers. By assets it is the 576th-largest of 9,483 plans among California employers on file, and the 1,182nd of 13,661 in manufacturing. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$194,674,973
Participants with balances1,489
Active participants1,186
Employer contributions$5,622,007
Employee contributions$9,426,621
Employer contribution per active participant$4,740
Average account balance$130,742
Benefits paid to participants$22,080,012
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$253,554
Total administrative$253,554
The Clif Bar & Company 401(k) match · 2022
Employer contribution per active participant$4,740
Median for plans this size$3,449

Clif Bar & Company's 2022 employer contribution ran above the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$253,554 · 0.13%
Similar plansManufacturing · California
Acer America Corporation CA$190.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943228066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.