401(k) · DOL Form 5500 · 2023

Pelli Clarke & Partners 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
76
Participants Small participant base
72nd
Percentile by assets National rank
$248,577
Avg per participant Above avg balance/head
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Official DOL plan name: Pelli Clarke & Partners Section 401(k) Plan · Sponsored by Pelli Clarke & Partners · Connecticut · Professional & Technical Services

$19M in assets, 76 participants

Pelli Clarke & Partners's Pelli Clarke & Partners Section 401(k) Plan reported $19M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,466 in Professional & Technical Services (20,321 peers)

Pelli Clarke & Partners multi-year trail

Pelli Clarke & Partners's plans moved +18.1% in assets from 2022 to 2024; this filing shows Pelli Clarke & Partners Section 401(k) Plan at $19M / 76 participants.

#14,466
in Professional & Technical Services (20,321 peers)
+6.7%
assets growth YoY

Pelli Clarke & Partners Section 401(k) Plan's outsized position by total assets

Pelli Clarke & Partners Section 401(k) Plan vs every filed plan by assets

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

$18,891,825 Top 28% higher than 72% 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 Section 401(k) 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 Section 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pelli Clarke & Partners Section 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pelli Clarke & Partners Section 401(k) Plan reported participants fell from 90 in the plan year 2022 filing to 76 in the plan year 2023 filing.
  • Pelli Clarke & Partners Section 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061228461 · Pelli Clarke & Partners PY 2023 · 401(k)

Pelli Clarke & Partners Section 401(k) Plan · $19M · 76 · 72nd

  • PHOTO $19M
  • PHOTO 76
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Mcguire, Craddock & Strother, P.C. 401(k) Profit Sharing Plan
  • PHOTO ind #14466

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 Section 401(k) Plan in the asset neighbourhood

Pelli Clarke & Partners Section 401(k) PlanPelli Clarke & Partners Sect…$19MMcguire, Craddock & Strother, P.C. 401(k) Profit Sharing PlanMcguire, Craddock & Strother…$19MNorthwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing PlanNorthwest Ohio Orthopedics &…$19MChild Mind Institute, Inc. 401(k) Plan & TrustChild Mind Institute, Inc. 4…$19MHippo Employee Services Inc. and Its Affiliates 401(k) PlanHippo Employee Services Inc.…$19M
End-of-year total assets ($M) among Pelli Clarke & Partners Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pelli Clarke & Partners multi-year asset trail

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

Pelli Clarke & Partners filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN061228461
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Pelli Clarke & Partners Section 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pelli Clarke & Partners Section 401(k) Plan, Total assets ($B): 0.018891825 · Participants: 76Pelli Clarke & Partners Section 401(k) 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
Pelli Clarke & Partners Section 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Pelli Clarke & Partners Section 401(k) Plan side-by-side with 3 peers →

Pelli Clarke & Partners Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mcguire, Craddock & Strother, P.C. 401(k) Profit Sharing Plan in TX ($19M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Section 401(k) Plan assets move in 2023? ▼
Pelli Clarke & Partners Section 401(k) Plan grew at a solid clip - up 6.7% during 2023, from $18M to $19M. Reported net income was $1M.
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.
Which 401(k) plans are similar in size to Pelli Clarke & Partners Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcguire, Craddock & Strother, P.C. 401(k) Profit Sharing Plan in TX ($19M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Pelli Clarke & Partners Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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.