Cliftonlarsonallen 401(k) plan

Cliftonlarsonallen LLP, Minneapolis, MN. EIN 41-0746749. Annual reports 2009–2025. Also filed as Larsonallen LLP; Champion Packaging & Distributio; Cliftonlarsonallen, LLP.

Cliftonlarsonallen LLP has one active retirement plan on file, the Cliftonlarsonallen LLP 401(k) Retirement Plan, with 11,085 participants and $1.8 billion in assets in 2025. Empower has been its recordkeeper since 2022. No traditional pension plan appears in Cliftonlarsonallen's filings since 2009.

Active plans: 1
Participants: 11,085
Plan assets: $1.8 billion
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Professional services

The plan

Cliftonlarsonallen LLP 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 41-0746749
Participants (2025): 11,085
Net assets (2025): $1.8 billion
Recordkeeper: EmpowerEarlier: Milliman (2012–2021), ADP (2011), Milliman (2009–2010)
Plan administrator: Cliftonlarsonallen LLP
220 South Sixth Street Suite 300
Minneapolis, MN 55402
(612) 376-4500As filed for 2025
In effect since: January 1, 1978

Plans merged into this one: Clifton Gunderson LLP Retirement Plan & Trust (2011).

Earlier sponsors: Larsonallen LLP (2009–2010); Champion Packaging & Distributio (2011).

Earlier plan names: Larsonallen, LLP Profit Sharing Plan & Trust; Larsonallen LLP Profit Sharing Plan; Champion Packaging & Distribution, Inc. 401(k) Plan; Cliftonlarsonallen, LLP 401(k) Retirement Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	11,085	$1.8 billion	Empower
2024	10,713	$1.5 billion	Empower
2023	10,666	$1.3 billion	Empower
2022	10,069	$1.1 billion	Empower
2021	9,187	$1.3 billion	Milliman
2020	8,229	$1.0 billion	Milliman
2019	8,008	$890 million	Milliman
2018	7,156	$651 million	Milliman
2017	6,497	$648 million	Milliman
2016	5,967	$530 million	Milliman
2015	5,400	$463 million	Milliman
2014	4,829	$456 million	Milliman
2013	4,558	$423 million	Milliman
2012	4,554	$370 million	Milliman
2011	180	$668,816	ADP
2010	2,275	$167 million	Milliman
2009	1,817	$146 million	Milliman

Plans that moved to another employer

Plan	Now sponsored by	Since
Firsthealth of the Carolinas, Inc. Retirement Growth Plan	Firsthealth of the Carolinas, Inc.	2010

These plans once filed under Cliftonlarsonallen's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

Call Empower (empower.com), which runs the Cliftonlarsonallen LLP 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((612) 376-4500). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Cliftonlarsonallen LLP 401(k) Retirement Plan

Plans that moved to another employer

If you had money in one of these plans

What these numbers are

Other professional services employers in MN