Profit Sharing · DOL Form 5500 · 2022

Conley Partnership Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
36th
Percentile by assets National rank
$181,158
Avg per participant Above avg balance/head
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Official DOL plan name: Conley Partnership Inc. Retirement Plan · Sponsored by Conley Partnership Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 13 participants

Conley Partnership Inc.'s Conley Partnership Inc. Retirement Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,702 in Healthcare & Social Assistance (20,060 peers)

Conley Partnership Inc. multi-year trail

Conley Partnership Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Conley Partnership Inc. Retirement Plan at $2M / 13 participants.

#7,702
in Healthcare & Social Assistance (20,060 peers)
+107.6%
assets growth YoY

Conley Partnership Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Conley Partnership Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,355,048 36th percentile higher than 36% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Conley Partnership Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conley Partnership Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 814230194 · Conley Partnership Inc. PY 2022 · Profit Sharing

Conley Partnership Inc. Retirement Plan · $2M · 13 · 36th

  • BOOK $2M
  • VS-ST 13
  • BOY 36th
  • SCH Profit Sharing
  • EBSA near Bailey, Clark & Nelson Self-Empl Profit Sharing Plan
  • PART ind #7702

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Conley Partnership Inc. Retirement Plan in the asset neighbourhood

Conley Partnership Inc. Retirement PlanConley Partnership Inc. Reti…$2MBailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$2MMarsan Associates,PC 401(k)& Profit Sharing PlanMarsan Associates,PC 401(k)&…$2MElman Retina Group, P.a. Profit Sharing Plan and TrustElman Retina Group, P.a. Pro…$2MPrice Property Management, Inc. Profit Sharing PlanPrice Property Management, I…$2M
End-of-year total assets ($M) among Conley Partnership Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Conley Partnership Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Conley Partnership Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.182628974016662% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.36M $2.95M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 16 $2M
2024 1 18 $3M

Conley Partnership Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN814230194
Plan Effective Date2016-10-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Conley Partnership Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Conley Partnership Inc. Retirement Plan, Total assets ($B): 0.002355048 · Participants: 13Conley Partnership Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Conley Partnership Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Conley Partnership Inc. Retirement Plan side-by-side with 3 peers →

Conley Partnership Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Bailey, Clark & Nelson Self-Empl Profit Sharing Plan in CA ($2M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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.

Frequently Asked Questions

How did Conley Partnership Inc. Retirement Plan assets move in 2022? ▼
Conley Partnership Inc. Retirement Plan surged - up 107.6% during 2022, from $1M to $2M. Reported net income was $1M.
How have Conley Partnership Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conley Partnership Inc.'s sponsor-wide assets grew 25.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Conley Partnership Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bailey, Clark & Nelson Self-Empl Profit Sharing Plan in CA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Conley Partnership Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814230194.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.