Profit Sharing · DOL Form 5500 · 2023

Conley Partnership Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$155,105
Avg per participant Above avg balance/head
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Official DOL plan name: Conley Partnership Inc. Retirement Plan · Sponsored by Conley Partnership Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 16 participants

Conley Partnership Inc.'s Conley Partnership Inc. Retirement Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,806 in Healthcare & Social Assistance (17,684 peers)

Conley Partnership Inc. multi-year trail

Conley Partnership Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Conley Partnership Inc. Retirement Plan at $2M / 16 participants.

#5,806
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY

Conley Partnership Inc. Retirement Plan among the smaller filed plans by assets

Conley Partnership Inc. Retirement Plan vs every filed plan by assets

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

$2,481,674 33rd percentile higher than 33% of 127,068 filed plans

This plan $0 $2,050,000,000 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 2023

Conley Partnership Inc. Retirement 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. Conley Partnership Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conley Partnership Inc. Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $127K in the plan year 2023 filing.
  • Conley Partnership Inc. Retirement Plan reported participants rose from 13 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Conley Partnership Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814230194 · Conley Partnership Inc. PY 2023 · Profit Sharing

Conley Partnership Inc. Retirement Plan · $2M · 16 · 33rd

  • BOY $2M
  • BOY 16
  • BOY 33rd
  • BOY Profit Sharing
  • BOY near Dr. Juan Francisco Cancio Retirement Plan
  • BOY ind #5806

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Conley Partnership Inc. Retirement Plan in the asset neighbourhood

Conley Partnership Inc. Retirement PlanConley Partnership Inc. Reti…$2MDr. Juan Francisco Cancio Retirement PlanDr. Juan Francisco Cancio Re…$2MHood Pagan and Associates Safe Harbor 401(k)Hood Pagan and Associates Sa…$2MWright Titus Agency Profit Sharing Plan and TrustWright Titus Agency Profit S…$2MAvi Pandey, Md, PC Profit Sharing PlanAvi Pandey, Md, PC Profit Sh…$2M
End-of-year total assets ($M) among Conley Partnership Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Conley Partnership Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Conley Partnership Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.182628974016662% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.36M $2.95M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 16 $2M
2024 1 18 $3M

Conley Partnership Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$127K
Employer EIN814230194
Plan Effective Date2016-10-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Conley Partnership Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Conley Partnership Inc. Retirement Plan, Total assets ($B): 0.002481674 · Participants: 16Conley Partnership Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Conley Partnership Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Conley Partnership Inc. Retirement Plan side-by-side with 3 peers →

Conley Partnership Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Dr. Juan Francisco Cancio Retirement Plan in PR ($2M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

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 Conley Partnership Inc. Retirement Plan assets move in 2023? ▼
Conley Partnership Inc. Retirement Plan grew at a solid clip - up 5.4% during 2023, from $2M to $2M. Reported net income was $127K.
How have Conley Partnership Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conley Partnership Inc.'s sponsor-wide assets grew 25.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Conley Partnership Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr. Juan Francisco Cancio Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Conley Partnership Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants, $10M 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 814230194.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.