Profit Sharing · DOL Form 5500 · 2023
Pelli Clarke & Partners Profit Sharing Plan
Data updated 2026-08-11
- $24M
- Total assets
- 75
- Participants
- 76th
- Percentile by assets
- $319,226
- Avg per participant
Official DOL plan name: Pelli Clarke & Partners Profit Sharing Plan · Sponsored by Pelli Clarke & Partners · Connecticut · Professional & Technical Services
$24M in assets, 75 participants
Pelli Clarke & Partners's Pelli Clarke & Partners Profit Sharing Plan reported $24M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 127,072 plans)
- #15,458 in Professional & Technical Services (20,321 peers)
Where Pelli Clarke & Partners Profit Sharing Plan sits by assets
Pelli Clarke & Partners Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 75 participants (~$319,226/participant), up 6.8% in 2023.
- $24M
- total plan assets (2023 EOY)
- 75
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $319,226
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pelli Clarke & Partners Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Pelli Clarke & Partners Profit Sharing Plan reported participants fell from 90 in the plan year 2022 filing to 75 in the plan year 2023 filing.
- Pelli Clarke & Partners Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Pelli Clarke & Partners Profit Sharing Plan vs the 2023 asset distribution
By assets, Pelli Clarke & Partners Profit Sharing Plan outranks 76% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 061228461 |
| Plan Effective Date | 1980-06-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pelli Clarke & Partners)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 180 | $40M |
| 2023 | 2 | 151 | $43M |
| 2024 | 2 | 171 | $47M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Pelli Clarke & Partners Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
- North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- The Lee Company Profit Sharing Plan $449M · 989
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Pelli Clarke & Partners Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Pelli Clarke & Partners Profit Sharing Plan assets move in 2023? ▼
How have Pelli Clarke & Partners plan assets changed over time? ▼
Where does Pelli Clarke & Partners Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Pelli Clarke & Partners Profit Sharing Plan? ▼
Next read for Pelli Clarke & Partners Profit Sharing P…
Scale reading
Ways to act on Pelli Clarke & Partners Profit Sharing Plan's numbers.
- By total assets, Pelli Clarke & Partners Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- Pelli Clarke & Partners's sponsor-wide assets have grown 18.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans