401(k) · DOL Form 5500 · 2022
Preti, Flaherty, Beliveau & Pachios LLP 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 200
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $489,852
- Avg per participant High balance/head
Official DOL plan name: Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan · Sponsored by Preti, Flaherty, Beliveau & Pachios LLP · Maine · Professional & Technical Services
$98M in assets, 200 participants
Preti, Flaherty, Beliveau & Pachios LLP's Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reported $98M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,207 in Professional & Technical Services (21,562 peers)
Coverage in Maine
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan covers 200 participants in Maine, about 42% of the average Maine filer (state average ~472 per filing). Assets: $98M.
- #20,207
- in Professional & Technical Services (21,562 peers)
- -19.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's outsized position by total assets
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$97,970,336 Top 7% higher than 93% 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
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan sits mid-pack in the medium band (200 participants).
DOL schedule card
Filing strip 010502585 · Preti, Flaherty, Beliveau & Pachios LLP PY 2022 · 401(k)
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan · $98M · 200 · 93rd
- RANK $98M
- RANK 200
- RANK 93rd
- RANK 401(k)
- RANK near Pacific Sunwear Stores LLC 401(k) Savings Plan
- RANK ind #20207
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 Maine →
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$23M |
| Employer EIN | 010502585 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Preti, Flaherty, Beliveau & Pachios LLP)
Sponsor-wide plan assets over time
All Preti, Flaherty, Beliveau & Pachios LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 30.223168776312047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $98M |
| 2023 | 1 | 207 | $116M |
| 2024 | 1 | 188 | $128M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.1B · 26,725
- Unum Group 401(k) Retirement Plan $1.8B · 9,051
- Idexx Retirement and Incentive Savings Plan $834M · 6,436
- Hannaford Bros. Co., LLC Retirement Savings Plan $832M · 28,776
- The Cianbro Team Equity Plan $624M · 2,575
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Pacific Sunwear Stores LLC 401(k) Savings Plan in CA ($98M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Pacific Sunwear Stores LLC 401(k) Savings Plan (CA) $98M · 1,726
- Service Logic 401(k) Plan (NC) $98M · 1,108
- Hudson Advisors L.P. 401(k) Plan (TX) $98M · 679
- Ahead, Inc. 401(k) Plan (IL) $98M · 1,329
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- D & D Gear, Inc. 401(k) Profit Sharing Plan (CA) 200 · 0 off
- Blood Assurance, Inc. 401(k) Plan (TN) 200 · 0 off
- West Music Co., Inc. 401(k) Plan (IA) 200 · 0 off
- Terra Vista Management, Inc. 401(k) Profit Sharing Plan (CA) 200 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.