401(k) · DOL Form 5500 · 2023

Connell Foley, LLP 401(k) Plan

Data updated 2026-08-11

$127M
Total assets: 250
Participants: 93rd
Percentile by assets: $506,026
Avg per participant

Official DOL plan name: Connell Foley, LLP Employees 401(k) Profit Sharing Plan · Sponsored by Connell Foley, LLP · New Jersey · Professional & Technical Services

$127M in assets, 250 participants

Connell Foley, LLP's Connell Foley, LLP Employees 401(k) Profit Sharing Plan reported $127M in total assets and 250 participants in its 2023 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 127,072 plans)
#19,087 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Connell Foley, LLP Employees 401(k) Profit Sharing Plan covers 250 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $127M.

$127M
total plan assets (2023 EOY): 250
covered participants: 93rd
percentile by assets (of 127,072 plans): $506,026
avg assets per participant

Connell Foley, LLP Employees 401(k) Profit Sharing Plan reported net income rose from -$23M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Connell Foley, LLP Employees 401(k) Profit Sharing Plan end-of-year assets rose from $112M in the plan year 2022 filing to $127M in the plan year 2023 filing.
Connell Foley, LLP Employees 401(k) Profit Sharing Plan reported participants rose from 238 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Professional & Technical Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Connell Foley, LLP Employees 401(k) Profit Sharing Plan reports 250 participants - about 30% of that state average ($127M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$112M
Net Assets (End of Year)	$127M
Net Income	$14M
Employer EIN	221500072
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Connell Foley, LLP)

Total plan assets by year, all Connell Foley, LLP plans on file

Year	Plans	Participants	Total Assets
2022	1	238	$112M
2023	1	250	$127M
2024	1	280	$145M

Nearby 401(k) Plans in New Jersey

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

Connell Foley, LLP Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Connell Foley, LLP Employees 401(k) Prof… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Connell Foley, LLP Employees 401(k) Profit Sharing Plan by total assets, not by location.

Associa, Inc. 401(k) Plan (TX) $127M · 6,223
Kia America 401(k) Plan (CA) $126M · 582
Apella Health Management, Inc. Retirement Savings Plan (SC) $127M · 5,635
Amundsen Davis LLC 401(k) Salary Savings Plan (IL) $126M · 392

Frequently Asked Questions

How did Connell Foley, LLP Employees 401(k) Profit Sharing Plan assets move in 2023? ▼

Connell Foley, LLP Employees 401(k) Profit Sharing Plan grew at a solid clip - up 12.5% during 2023, from $112M to $127M. Reported net income was $14M.

How have Connell Foley, LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Connell Foley, LLP's sponsor-wide assets grew 29.2%, from $112M to $145M.

Where does Connell Foley, LLP Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Connell Foley, LLP Employees 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Connell Foley, LLP Employees 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Associa, Inc. 401(k) Plan in TX ($127M, 6,223 participants).

Next read for Connell Foley, LLP Employees 401(k) Prof…

Filing takeaways

Ways to act on Connell Foley, LLP Employees 401(k) Profit Sharing Plan's numbers.

By total assets, Connell Foley, LLP Employees 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Connell Foley, LLP's sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221500072.