401(k) · DOL Form 5500 · 2022

Connelly Partners, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
68
Participants Small participant base
70th
Percentile by assets National rank
$186,641
Avg per participant Above avg balance/head
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Official DOL plan name: Cp 401(k) Plan · Sponsored by Connelly Partners, LLC · Massachusetts · Professional & Technical Services

$13M in assets, 68 participants

Connelly Partners, LLC's Cp 401(k) Plan reported $13M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,853 in Professional & Technical Services (21,562 peers)

Connelly Partners, LLC multi-year trail

Connelly Partners, LLC's plans moved +61.1% in assets from 2022 to 2024; this filing shows Cp 401(k) Plan at $13M / 68 participants.

#14,853
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cp 401(k) Plan's outsized position by total assets

Cp 401(k) Plan vs every filed plan by assets

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

$12,691,554 Top 30% higher than 70% 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

Cp 401(k) 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. Cp 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043476857 · Connelly Partners, LLC PY 2022 · 401(k)

Cp 401(k) Plan · $13M · 68 · 70th

  • RANK $13M
  • PHOTO 68
  • IND 70th
  • EOY 401(k)
  • 5500 near Cochrane & Company 401(k) Plan
  • ASSETS ind #14853

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Cp 401(k) Plan in the asset neighbourhood

Cp 401(k) Plan$13MCochrane & Company 401(k) PlanCochrane & Company 401(k) Pl…$13MStanz Cheese Co., Inc. Employees' Profit Sharing Plan and TrustStanz Cheese Co., Inc. Emplo…$13MWest Texas Health, PLLC. Retirement and Savings PlanWest Texas Health, PLLC. Ret…$13MMarion Eye Centers, Ltd., 401(k) PlanMarion Eye Centers, Ltd., 40…$13M
End-of-year total assets ($M) among Cp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connelly Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Connelly Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 61.13026820829033% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.7M $20.5M ▲ +61.2%
Year Plans Participants Total Assets
2022 1 68 $13M
2023 1 77 $15M
2024 1 74 $20M

Connelly Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN043476857
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cp 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Cp 401(k) Plan, Total assets ($B): 0.012691554 · Participants: 68Cp 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Cp 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cp 401(k) Plan side-by-side with 3 peers →

Cp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cochrane & Company 401(k) Plan in WA ($13M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Cp 401(k) Plan assets move in 2022? ▼
Cp 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Connelly Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connelly Partners, LLC's sponsor-wide assets grew 61.1%, from $13M to $20M.
Which 401(k) plans are similar in size to Cp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cochrane & Company 401(k) Plan in WA ($13M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Cp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M 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 043476857.

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.