How big is Cleary University's plan?

Cleary University's plan reported $5.0M in assets and 70 participants for 2023.

Original filing (PDF)20250131102722NAL0001320963001

Cleary University

Name: Cleary University — Cleary University DC Retirement, Form 5500 (2023)
Creator: Cleary University
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cleary University DC Retirement Plan

403(b) retirement plan · Cleary University's Cleary University DC Retirement Plan held $5.0M in plan assets for 70 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Erica Smith signed Cleary University's 2023 Form 5500 as plan administrator.

Erica Smith — 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

Cleary University's EIN is 38-1393841.

EIN 38-1393841

Plan number 001

Plan year 2023

ACK ID 20250131102722NAL0001320963001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cleary University from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cleary University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEARY UNIVERSITY.

Finding similar companies…

Plan health score

Top-tier plan health

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