401(k) · DOL Form 5500 · 2022
Client Centric Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $413,292
- Avg per participant High balance/head
Official DOL plan name: Client Centric Advisors, Inc. Profit Sharing 401(k) Plan · Sponsored by Client Centric Advisors, Inc. · New York · Finance & Insurance
$2M in assets, 5 participants
Client Centric Advisors, Inc.'s Client Centric Advisors, Inc. Profit Sharing 401(k) Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,148 in Finance & Insurance (9,261 peers)
Client Centric Advisors, Inc. multi-year trail
Client Centric Advisors, Inc.'s plans moved +113.3% in assets from 2022 to 2024; this filing shows Client Centric Advisors, Inc. Profit Sharing 401(k) Plan at $2M / 5 participants.
- #2,148
- in Finance & Insurance (9,261 peers)
- -57.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,066,460 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Client Centric Advisors, Inc. Profit Sharing 401(k) Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 462076285 · Client Centric Advisors, Inc. PY 2022 · 401(k)
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan · $2M · 5 · 34th
- VS-ST $2M
- BOY 5
- SCH 34th
- EBSA 401(k)
- PART near Mtm Machining, Inc. Dba Peters & Marske 401(k) Profit Sharing Plan
- TYPE ind #2148
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood
Client Centric Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Client Centric Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 113.34727021089206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 4 | $4M |
Client Centric Advisors, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$3M |
| Employer EIN | 462076285 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mtm Machining, Inc. Dba Peters & Marske 401(k) Profit Sharing Plan in IN ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.