Clayton Homes, Inc. 401(K) Retirement Plan — Form 5500 plan (Clayton Homes, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Clayton Homes, Inc. 401(K) Retirement Plan is a benefit plan reported by Clayton Homes, Inc. under EIN 62-1671360 and plan number 002. The latest loaded filing year is 2023. The filing reports 26,532 participants and $1,318,186,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clayton Homes, Inc.
EIN
62-1671360
Plan number
002
Plan type
2
Location
Maryville, TN
Latest filing year
2023
Participants
26,532
End-of-year plan assets
$1,318,186,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,532H, C20240820120026NAL0001441171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,318,186,593
Total liabilities (EOY)
$0
Net assets (EOY)
$1,318,186,593
Net assets (BOY)
$1,044,852,616

Income & contributions

Employer contributions
$51,815,875
Participant contributions
$108,259,028
Total contributions
$165,617,667
Total income / additions
$375,395,361

Expenses & distributions

Benefits paid
$100,309,682
Administrative expenses
$1,717,256
Total expenses
$102,061,384
Net increase / (decrease)
$273,333,977

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,269,172$02023
Strategic Advisors, Inc.ADVISOR$448,079not reported in the loaded dataset2023

Related Form 5500 pages