401(k) · DOL Form 5500 · 2023
Preti, Flaherty, Beliveau & Pachios LLP 401(k) Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 207
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $562,246
- Avg per participant High balance/head
Official DOL plan name: Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan · Sponsored by Preti, Flaherty, Beliveau & Pachios LLP · Maine · Professional & Technical Services
$116M in assets, 207 participants
Preti, Flaherty, Beliveau & Pachios LLP's Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reported $116M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,984 in Professional & Technical Services (20,321 peers)
Coverage in Maine
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan covers 207 participants in Maine, about 44% of the average Maine filer (state average ~472 per filing). Assets: $116M.
- #18,984
- in Professional & Technical Services (20,321 peers)
- +18.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's outsized position by total assets
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$116,384,852 Top 8% higher than 92% 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
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reported net income rose from -$23M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan end-of-year assets rose from $98M in the plan year 2022 filing to $116M in the plan year 2023 filing.
- Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reported participants rose from 200 in the plan year 2022 filing to 207 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 010502585 · Preti, Flaherty, Beliveau & Pachios LLP PY 2023 · 401(k)
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan · $116M · 207 · 92nd
- EBSA $116M
- EBSA 207
- EBSA 92nd
- EBSA 401(k)
- EBSA near Potter Anderson & Corroon LLP Retirement Plan
- EBSA ind #18984
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 Maine →
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $18M |
| Employer EIN | 010502585 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Preti, Flaherty, Beliveau & Pachios LLP)
Sponsor-wide plan assets over time
All Preti, Flaherty, Beliveau & Pachios LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 30.223168776312047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $98M |
| 2023 | 1 | 207 | $116M |
| 2024 | 1 | 188 | $128M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.9B · 30,094
- Unum Group 401(k) Retirement Plan $2.2B · 9,604
- Idexx Retirement and Incentive Savings Plan $1.0B · 6,594
- Hannaford Bros. Co. 401(k) Plan $986M · 29,370
- L.L. Bean 401(k) Retirement Savings Plan $721M · 7,173
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Potter Anderson & Corroon LLP Retirement Plan in DE ($116M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
- Potter Anderson & Corroon LLP Retirement Plan (DE) $116M · 128
- Adventist Health 401(k) Plan (CA) $116M · 2,430
- Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust (WA) $116M · 345
- Fujifilm Dimatix, Inc. 401(k) Plan (NH) $116M · 679
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Rp Construction Services, Inc. 401(k) Plan (CA) 207 · 0 off
- Advanced Photographic Solutions Retirement Savings Plan (TN) 207 · 0 off
- Pilot Pen 401(k) Plan (FL) 207 · 0 off
- Core Services Group, Inc. 401(k) Profit Sharing Plan (NY) 207 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.