401(k) · DOL Form 5500 · 2023
Client Centric Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $657,438
- Avg per participant High balance/head
Official DOL plan name: Client Centric Advisors, Inc. Profit Sharing 401(k) Plan · Sponsored by Client Centric Advisors, Inc. · New York · Finance & Insurance
$3M in assets, 5 participants
Client Centric Advisors, Inc.'s Client Centric Advisors, Inc. Profit Sharing 401(k) Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #2,290 in Finance & Insurance (8,869 peers)
Client Centric Advisors, Inc. multi-year trail
Client Centric Advisors, Inc.'s plans moved +113.3% in assets from 2022 to 2024; this filing shows Client Centric Advisors, Inc. Profit Sharing 401(k) Plan at $3M / 5 participants.
- #2,290
- in Finance & Insurance (8,869 peers)
- +59.4%
- assets growth YoY
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,287,191 37th percentile higher than 37% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Client Centric Advisors, Inc. Profit Sharing 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Client Centric Advisors, Inc. Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Client Centric Advisors, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 462076285 · Client Centric Advisors, Inc. PY 2023 · 401(k)
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan · $3M · 5 · 37th
- BOY $3M
- BOY 5
- BOY 37th
- BOY 401(k)
- BOY near Oxford Obstetrics & Gynecology Associates, P.a. 401(k) Salary Savings Plan
- BOY ind #2290
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 Finance & Insurance retirement plans → · Plans in New York →
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood
Client Centric Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Client Centric Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 113.34727021089206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 4 | $4M |
Client Centric Advisors, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 462076285 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Client Centric Advisors, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Oxford Obstetrics & Gynecology Associates, P.a. 401(k) Salary Savings Plan in MS ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.