401(k) · DOL Form 5500 · 2023

Connelly Partners, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 77
Participants Small participant base: 67th
Percentile by assets National rank: $197,394
Avg per participant Above avg balance/head

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Official DOL plan name: Cp 401(k) Plan · Sponsored by Connelly Partners, LLC · Massachusetts · Professional & Technical Services

$15M in assets, 77 participants

Connelly Partners, LLC's Cp 401(k) Plan reported $15M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#13,576 in Professional & Technical Services (20,321 peers)

Connelly Partners, LLC multi-year trail

Connelly Partners, LLC's plans moved +61.1% in assets from 2022 to 2024; this filing shows Cp 401(k) Plan at $15M / 77 participants.

#13,576
in Professional & Technical Services (20,321 peers): +19.8%
assets growth YoY

Cp 401(k) Plan's outsized position by total assets

Cp 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,199,330 Top 33% higher than 67% 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

Cp 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cp 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cp 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Cp 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Cp 401(k) Plan reported participants rose from 68 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043476857 · Connelly Partners, LLC PY 2023 · 401(k)

Cp 401(k) Plan · $15M · 77 · 67th

BOOK $15M
VS-ST 77
BOY 67th
SCH 401(k)
EBSA near Reell Precision Manufacturing Corporation 401(k) Plan
PART ind #13576

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 Massachusetts →

End-of-year total assets ($M) among Cp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connelly Partners, LLC multi-year asset trail

Latest sponsor-wide plan assets: $20M 61.13026820829033% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	68	$13M
2023	1	77	$15M
2024	1	74	$20M

Connelly Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$15M
Net Income	$3M
Employer EIN	043476857
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Cp 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Cp 401(k) Plan side-by-side with 3 peers →

Cp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Reell Precision Manufacturing Corporation 401(k) Plan in MN ($15M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Reell Precision Manufacturing Corporation 401(k) Plan (MN) $15M · 118
Abbyland Foods, Inc. 401(k) Profit Sharing Plan (WI) $15M · 972
Dap Health 401(k) Plan (CA) $15M · 248
Htx Holdings Retirement Savings Plan (NY) $15M · 216

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

Sme Inc of Seattle 401(k) Plan & Trust (WA) 77 · 0 off
Borinquen Memorial Parks, Inc. 401(k) Plan (PR) 77 · 0 off
Lightspeed Technologies Inc. 401(k) Profit Sharing Plan & Trust (OR) 77 · 0 off
The Lyons Industries, Inc. Profit Sharing and 401(k) Plan (MI) 77 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cp 401(k) Plan assets move in 2023? ▼

Cp 401(k) Plan grew sharply - up 19.8% during 2023, from $13M to $15M. Reported net income was $3M.

How have Connelly Partners, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Connelly Partners, LLC's sponsor-wide assets grew 61.1%, from $13M to $20M.

Which 401(k) plans are similar in size to Cp 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Reell Precision Manufacturing Corporation 401(k) Plan in MN ($15M, 118 participants).

Which 401(k) plans cover a similar participant headcount to Cp 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M in assets).

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 043476857.