Profit Sharing · DOL Form 5500 · 2023

Pelli Clarke & Partners Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
75
Participants Small participant base
76th
Percentile by assets National rank
$319,226
Avg per participant High balance/head
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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.

  • #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.

#15,458
in Professional & Technical Services (20,321 peers)
+6.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pelli Clarke & Partners Profit Sharing Plan's outsized position by total assets

Pelli Clarke & Partners Profit Sharing Plan vs every filed plan by assets

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

$23,941,928 Top 24% higher than 76% 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

Pelli Clarke & Partners Profit Sharing 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. Pelli Clarke & Partners Profit Sharing Plan is a small filing (75 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061228461 · Pelli Clarke & Partners PY 2023 · Profit Sharing

Pelli Clarke & Partners Profit Sharing Plan · $24M · 75 · 76th

  • PCT $24M
  • EIN 75
  • RANK 76th
  • PHOTO Profit Sharing
  • IND near Shaw Brothers Construction Profit Sharing Plan
  • EOY ind #15458

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 →

Pelli Clarke & Partners Profit Sharing Plan in the asset neighbourhood

Profit-Sharing Plan of Harman Management CorporationProfit-Sharing Plan of Harma…$24MPelli Clarke & Partners Profit Sharing PlanPelli Clarke & Partners Prof…$24MShaw Brothers Construction Profit Sharing PlanShaw Brothers Construction P…$24MThe Toledo Zoological Society Employees Retirement PlanThe Toledo Zoological Societ…$24MAuto Investment, Inc. 401(k) PlanAuto Investment, Inc. 401(k)…$24M
End-of-year total assets ($M) among Pelli Clarke & Partners Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN061228461
Plan Effective Date1980-06-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Pelli Clarke & Partners)

Sponsor-wide plan assets over time

All Pelli Clarke & Partners plans reported in each filing year

Latest sponsor-wide plan assets
$47M 18.096088433826775% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.1M $47.4M ▲ +18.1%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Pelli Clarke & Partners Profit Sharing Plan, Total assets ($B): 0.023941928 · Participants: 75Pelli Clarke & Partners Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Pelli Clarke & Partners Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Pelli Clarke & Partners Profit Sharing Plan side-by-side with 3 peers →

Pelli Clarke & Partners Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Shaw Brothers Construction Profit Sharing Plan in ME ($24M); by covered participants it is Sun West Mortgage Co 1081. 01(D) Plan in PR (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Pelli Clarke & Partners Profit Sharing Plan assets move in 2023? ▼
Pelli Clarke & Partners Profit Sharing Plan grew at a solid clip - up 6.8% during 2023, from $22M to $24M. Reported net income was $2M.
How have Pelli Clarke & Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pelli Clarke & Partners's sponsor-wide assets grew 18.1%, from $40M to $47M.
Where does Pelli Clarke & Partners Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pelli Clarke & Partners Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Pelli Clarke & Partners Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shaw Brothers Construction Profit Sharing Plan in ME ($24M, 214 participants).
Which Profit Sharing plans cover a similar participant headcount to Pelli Clarke & Partners Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sun West Mortgage Co 1081. 01(D) Plan in PR (75 participants, $1M 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 061228461.

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.