401(k) · DOL Form 5500 · 2023
Preti, Flaherty, Beliveau & Pachios LLP 401(k) Plan
Data updated 2026-08-11
- $116M
- Total assets
- 207
- Participants
- 92nd
- Percentile by assets
- $562,246
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $116M
- total plan assets (2023 EOY)
- 207
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $562,246
- avg assets per participant
Where Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan sits 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
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.
Participants vs Maine filers
In Maine, the average filing covers about 472 participants across 561 plans. Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reports 207 participants - about 44% of that state average ($116M EOY assets).
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)
| 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.
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan assets move in 2023? ▼
How have Preti, Flaherty, Beliveau & Pachios LLP plan assets changed over time? ▼
Where does Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan? ▼
Next read for Preti, Flaherty, Beliveau & Pachios, LLP…
Filing takeaways
Ways to act on Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's numbers.
- By total assets, Preti, Flaherty, Beliveau & Pachios, LLP 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 Maine. Compare plans
- Preti, Flaherty, Beliveau & Pachios LLP's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans