How big is Clearfield County Area Agency on Aging, Inc.'s plan?

Clearfield County Area Agency on Aging, Inc.'s plan reported $2.1M in assets and 79 participants for 2025.

Original filing (PDF)20260512100621NAL0006591073001

Clearfield County Area Agency on Aging, Inc.

Name: Clearfield County Area Agency on Aging, Inc. — Form 5500 Plan 002 (2025)
Creator: Clearfield County Area Agency on Aging, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Clearfield County Area Agency on Aging, Inc.

401(k) retirement plan · Clearfield County Area Agency on Aging, Inc.'s 403(b) Thrift Plan for Employees of Clearfield County Area Agency on Aging, Inc. held $2.1M in plan assets for 79 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Trisha SMAY signed Clearfield County Area Agency on Aging, Inc.'s 2025 Form 5500 as plan administrator.

Trisha SMAY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clearfield County Area Agency on Aging, Inc.'s EIN is 25-1336855.

EIN 25-1336855

Plan number 002

Plan year 2025

ACK ID 20260512100621NAL0006591073001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clearfield County Area Agency on Aging, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clearfield County Area Agency on Aging, Inc.'s plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEARFIELD COUNTY AREA AGENCY ON AGING, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score