401(k) · DOL Form 5500 · 2022

Preti, Flaherty, Beliveau & Pachios LLP 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
200
Participants
93rd
Percentile by assets
$489,852
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$98M
total plan assets (2022 EOY)
200
covered participants
93rd
percentile by assets (of 139,126 plans)
$489,852
avg assets per participant

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.

Where Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 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

Participants vs Maine filers

In Maine, the average filing covers about 472 participants across 561 plans. Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reports 200 participants - about 42% of that state average ($98M EOY assets).

Maine filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$98M
Net Income-$23M
Employer EIN010502585
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preti, Flaherty, Beliveau & Pachios LLP)

$90M$100M$110M$120M$130M$140M 202220232024 $98M $128M ▲ +30.2%
Total plan assets by year, all Preti, Flaherty, Beliveau & Pachios LLP plans on file
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.

Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Preti, Flaherty, Bel…, Total assets ($B): 0.097970336 · Participants: 200Preti, Flaherty, Bel…Td 401(k) Retirement…, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement…Unum Group 401(k) Re…, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Re…Idexx Retirement and…, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and…Hannaford Bros. Co.,…, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co.,…The Cianbro Team Equ…, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equ…
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan assets move in 2022?
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan declined sharply - down 19.0% during 2022, from $121M to $98M. Reported net income was -$23M.
How have Preti, Flaherty, Beliveau & Pachios LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Preti, Flaherty, Beliveau & Pachios LLP's sponsor-wide assets grew 30.2%, from $98M to $128M.
Where does Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan rank by assets among Form 5500 filers?
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Pacific Sunwear Stores LLC 401(k) Savings Plan in CA ($98M, 1,726 participants).

Next read for Preti, Flaherty, Beliveau & Pachios, LLP…

Filing takeaways

Ways to act on Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's numbers.