401(k) · DOL Form 5500 · 2024

Private Client Resources, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
68
Participants Small participant base
42nd
Percentile by assets National rank
$71,570
Avg per participant Below avg balance/head
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Official DOL plan name: Private Client Resources, LLC 401(k) Retirement Plan · Sponsored by Private Client Resources, LLC · Connecticut · Professional & Technical Services

$5M in assets, 68 participants

Private Client Resources, LLC's Private Client Resources, LLC 401(k) Retirement Plan reported $5M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,866 in Professional & Technical Services (20,173 peers)

Private Client Resources, LLC multi-year trail

Private Client Resources, LLC's plans moved +39.7% in assets from 2022 to 2024; this filing shows Private Client Resources, LLC 401(k) Retirement Plan at $5M / 68 participants.

#7,866
in Professional & Technical Services (20,173 peers)
+8.7%
assets growth YoY

Private Client Resources, LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Private Client Resources, LLC 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,866,760 42nd percentile higher than 42% of 123,620 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 2024

Private Client Resources, LLC 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Private Client Resources, LLC 401(k) Retirement Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Private Client Resources, LLC 401(k) Retirement Plan reported net income fell from $994K in the plan year 2023 filing to $389K in the plan year 2024 filing.
  • Private Client Resources, LLC 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Private Client Resources, LLC 401(k) Retirement Plan reported participants rose from 67 in the plan year 2023 filing to 68 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061596299 · Private Client Resources, LLC PY 2024 · 401(k)

Private Client Resources, LLC 401(k) Retirement Plan · $5M · 68 · 42nd

  • RANK $5M
  • RANK 68
  • RANK 42nd
  • RANK 401(k)
  • RANK near Nissint Technologies, LLC 401(k) Profit Sharing Plan & Trust
  • RANK ind #7866

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 →

Private Client Resources, LLC 401(k) Retirement Plan in the asset neighbourhood

Private Client Resources, LLC 401(k) Retirement PlanPrivate Client Resources, LL…$5MNissint Technologies, LLC 401(k) Profit Sharing Plan & TrustNissint Technologies, LLC 40…$5MFoodlink, Inc. 401(k) Retirement PlanFoodlink, Inc. 401(k) Retire…$5MAchieve Life Sciences Inc. 401(k) Retirement Savings Plan & TrustAchieve Life Sciences Inc. 4…$5MChildren's Physicians Medical Group, Inc. Salary Savings PlanChildren's Physicians Medica…$5M
End-of-year total assets ($M) among Private Client Resources, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Private Client Resources, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Private Client Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.70217598232668% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.48M $4.87M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 49 $3M
2023 1 67 $4M
2024 1 68 $5M

Private Client Resources, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$389K
Employer EIN061596299
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Private Client Resources, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Private Client Resources, LLC 401(k) Retirement Plan, Total assets ($B): 0.00486676 · Participants: 68Private Client Resources, LLC 401(k) Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Private Client Resources, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Private Client Resources, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Private Client Resources, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Nissint Technologies, LLC 401(k) Profit Sharing Plan & Trust in MD ($5M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Private Client Resources, LLC 401(k) Retirement Plan assets move in 2024? ▼
Private Client Resources, LLC 401(k) Retirement Plan grew at a solid clip - up 8.7% during 2024, from $4M to $5M. Reported net income was $389K.
How have Private Client Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Private Client Resources, LLC's sponsor-wide assets grew 39.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Private Client Resources, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nissint Technologies, LLC 401(k) Profit Sharing Plan & Trust in MD ($5M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Private Client Resources, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleverbridge, Inc. 401(k) Plan in IL (68 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061596299.

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.