401(k) · DOL Form 5500 · 2023

Private Client Resources, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
67
Participants Small participant base
42nd
Percentile by assets National rank
$66,826
Avg per participant Below avg balance/head
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Official DOL plan name: Private Client Resources, LLC 401(k) Retirement Plan · Sponsored by Private Client Resources, LLC · Connecticut · Professional & Technical Services

$4M in assets, 67 participants

Private Client Resources, LLC's Private Client Resources, LLC 401(k) Retirement Plan reported $4M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,095 in Professional & Technical Services (20,321 peers)

Private Client Resources, LLC multi-year trail

Private Client Resources, LLC's plans moved +39.7% in assets from 2022 to 2024; this filing shows Private Client Resources, LLC 401(k) Retirement Plan at $4M / 67 participants.

#8,095
in Professional & Technical Services (20,321 peers)
+28.5%
assets growth YoY

Private Client Resources, LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Private Client Resources, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$4,477,368 42nd percentile higher than 42% 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

Private Client Resources, LLC 401(k) 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. Private Client Resources, LLC 401(k) Retirement Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Private Client Resources, LLC 401(k) Retirement Plan reported net income rose from -$656K in the plan year 2022 filing to $994K in the plan year 2023 filing.
  • Private Client Resources, LLC 401(k) Retirement Plan reported participants rose from 49 in the plan year 2022 filing to 67 in the plan year 2023 filing.
  • Private Client Resources, LLC 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061596299 · Private Client Resources, LLC PY 2023 · 401(k)

Private Client Resources, LLC 401(k) Retirement Plan · $4M · 67 · 42nd

  • BOOK $4M
  • VS-ST 67
  • BOY 42nd
  • SCH 401(k)
  • EBSA near S & H Realty Management, LLP 401(k) Plan
  • PART ind #8095

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 Connecticut →

Private Client Resources, LLC 401(k) Retirement Plan in the asset neighbourhood

Private Client Resources, LLC 401(k) Retirement PlanPrivate Client Resources, LL…$4MS & H Realty Management, LLP 401(k) PlanS & H Realty Management, LLP…$4MGolden Krust Caribbean Bakery 401(k) PlanGolden Krust Caribbean Baker…$4MGuzek Asset Management 401(k)PlanGuzek Asset Management 401(k…$4MChief 401(k)$4M
End-of-year total assets ($M) among Private Client Resources, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Private Client Resources, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Private Client Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.70217598232668% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.48M $4.87M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 49 $3M
2023 1 67 $4M
2024 1 68 $5M

Private Client Resources, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$994K
Employer EIN061596299
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Private Client Resources, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Private Client Resources, LLC 401(k) Retirement Plan, Total assets ($B): 0.004477368 · Participants: 67Private Client Resources, LLC 401(k) Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Private Client Resources, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Private Client Resources, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Private Client Resources, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is S & H Realty Management, LLP 401(k) Plan in MN ($4M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Private Client Resources, LLC 401(k) Retirement Plan assets move in 2023? ▼
Private Client Resources, LLC 401(k) Retirement Plan grew sharply - up 28.5% during 2023, from $3M to $4M. Reported net income was $994K.
How have Private Client Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Private Client Resources, LLC's sponsor-wide assets grew 39.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Private Client Resources, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is S & H Realty Management, LLP 401(k) Plan in MN ($4M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Private Client Resources, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants, N/A 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 061596299.

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.