401(k) · DOL Form 5500 · 2022

Private Client Resources, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
49
Participants Small participant base
43rd
Percentile by assets National rank
$71,095
Avg per participant Below avg balance/head
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Official DOL plan name: Private Client Resources, LLC 401(k) Retirement Plan · Sponsored by Private Client Resources, LLC · Connecticut · Professional & Technical Services

$3M in assets, 49 participants

Private Client Resources, LLC's Private Client Resources, LLC 401(k) Retirement Plan reported $3M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,750 in Professional & Technical Services (21,562 peers)

Private Client Resources, LLC multi-year trail

Private Client Resources, LLC's plans moved +39.7% in assets from 2022 to 2024; this filing shows Private Client Resources, LLC 401(k) Retirement Plan at $3M / 49 participants.

#8,750
in Professional & Technical Services (21,562 peers)
-15.8%
assets change YoY

The plan reported a net loss of $656K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Private Client Resources, LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Private Client Resources, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$3,483,668 43rd percentile higher than 43% 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

Private Client Resources, LLC 401(k) 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. Private Client Resources, LLC 401(k) Retirement Plan is a small filing (49 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 061596299 · Private Client Resources, LLC PY 2022 · 401(k)

Private Client Resources, LLC 401(k) Retirement Plan · $3M · 49 · 43rd

  • SCH $3M
  • EBSA 49
  • PART 43rd
  • TYPE 401(k)
  • NET near Geweke Real Estate 401(k) Plan
  • BOOK ind #8750

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 Connecticut →

Private Client Resources, LLC 401(k) Retirement Plan in the asset neighbourhood

Private Client Resources, LLC 401(k) Retirement PlanPrivate Client Resources, LL…$3MGeweke Real Estate 401(k) PlanGeweke Real Estate 401(k) Pl…$3MHeartland Fabrication, LLC 401(k) PlanHeartland Fabrication, LLC 4…$3MRetirement Investment Fund Plan/Jacksonville Union EmployeesRetirement Investment Fund P…$3MChoice Financial Group, LLC 401(k) PlanChoice Financial Group, LLC …$3M
End-of-year total assets ($M) among Private Client Resources, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Private Client Resources, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Private Client Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.70217598232668% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.48M $4.87M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 49 $3M
2023 1 67 $4M
2024 1 68 $5M

Private Client Resources, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$656K
Employer EIN061596299
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Private Client Resources, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Private Client Resources, LLC 401(k) Retirement Plan, Total assets ($B): 0.003483668 · Participants: 49Private Client Resources, LLC 401(k) Retirement PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Private Client Resources, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Private Client Resources, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Private Client Resources, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Geweke Real Estate 401(k) Plan in CA ($3M); by covered participants it is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Private Client Resources, LLC 401(k) Retirement Plan assets move in 2022? ▼
Private Client Resources, LLC 401(k) Retirement Plan declined sharply - down 15.8% during 2022, from $4M to $3M. Reported net income was -$656K.
How have Private Client Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Private Client Resources, LLC's sponsor-wide assets grew 39.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Private Client Resources, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geweke Real Estate 401(k) Plan in CA ($3M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Private Client Resources, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants, $63K 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 061596299.

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.