Clare Rose, Inc.

Specialty distribution / Beer wine wholesale· East Yaphank, NY
NAICS 424800
As of · 2 sources, 13 observations, 2 events; scored 3 days ago
Find capital

What matters now

  1. $2.7M to $10.9M
    probable EBITDA

    Probable EBITDA $2.7M to $10.9M on revenue of $54.6M to $109.2M, estimated from 156 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 55% confidence
  2. 76
    dealability of 100

    Why it fits: operating tenure +20, 61 years since earliest plan effective date (floor on age); sector demand +10.5, specialty distribution: sponsor demand index 0.70 (anonymised market prior); benefit plans +5, 2 benefit plans on file (a professionalised employer).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 23 Sep 2026
  3. 76
    data confidence of 100

    How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 55% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
76
high
Sponsor fit
47
elevated
Transition readiness
0
low
Data confidence
76
high
Opportunity
24
ranking only
What is it

Specialty distribution (Beer wine wholesale) employer in East Yaphank, NY, with 156 benefit plan participants on its latest filing, and a benefit plan in place since 1965. No website description has been captured yet.

Why does it fit
  • +40Size band fit
    Estimate
  • +20Operating tenure
    Fact
  • +5Benefit footprint
    Fact
  • +10.5Sector demand
    Inference
Why now
  • 0Plan final filing supersededResolved negative
    FactJan 1, 2023efast.dol.gov
  • 0Market pullMarket pull
    Inference
What its own filings say
  1. 1965 to 2026Long establishedmoderate weightFact
    Has run a benefit plan since 1965, at least 61 years, so the business is older than that.
    Form 5500 · read Sep 17, 2026
  2. 2022 to 2024Workforce on the planflatcontext weightFact
    Covered headcount has been within 15% of 229 people since 2022, at 204 on the latest filing.
    Form 5500 · read Sep 17, 2026
How large is it
Probable revenue
$54.6M to $109M Estimate
Probable EBITDA
$2.7M to $10.9M Estimate
Workforce proxy
156 plan participants
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
55%
How certain are we
  • +30Source breadth
    Fact2 independent sources
  • +29.6Freshness
    Factlatest effective observation 2026-09-12
  • +16.5Size estimate quality
    Estimate
What changed
Ownership and transition activity
How the four classes are defined
  1. Jan 1, 2026plan year 2026Company transitionFactFinal filing, next year unpublishedconfidence 80%
    Final Form 5500 for 2 plans; the following plan year is not yet on the record
    Rule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rate
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 23, 2026
  2. Jan 1, 2023plan year 2023Company transitionFactPlan terminated, sponsor continuesconfidence 50%
    1 plan marked final; the sponsor filed again the following plan year
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  1. Every dated event
  2. Jan 1, 2026Final benefit plan filingFactTransaction preparation
    Clare Rose, Inc. filed a final Form 5500 for 2 plans
    DOL EFAST2 Form 5500 datasets efast.dol.gov
  3. Jan 1, 2023Final benefit plan filingFactTransaction preparation
    Clare Rose, Inc. filed a final Form 5500 for 1 plan
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jul 1, 1965 (age floor 61 years)
Ownership
not observed
Plans on file
2
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants156Fact2024-01-01DOL EFAST2 Form 5500 datasets
Ebitda band$6.8MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Hq locationEast Yaphank, NYFact2024-01-01DOL EFAST2 Form 5500 datasets
Naics code424800Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$12,943Fact2026-01-01DOL EFAST2 Form 5500 datasets
Plan count2Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest1965-07-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants156Fact2026-01-01DOL EFAST2 Form 5500 datasets
Plan participants204Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants259Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan participants229Fact2022-01-01DOL EFAST2 Form 5500 datasets
SubsectorBeer wine wholesaleFact2024-01-01DOL EFAST2 Form 5500 datasets
VerticalSpecialty distributionFact2024-01-01DOL EFAST2 Form 5500 datasets
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