401(k) · DOL Form 5500 · 2024

Connelly Partners, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
74
Participants Small participant base
71st
Percentile by assets National rank
$276,350
Avg per participant High balance/head
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Official DOL plan name: Cp 401(k) Plan · Sponsored by Connelly Partners, LLC · Massachusetts · Professional & Technical Services

$20M in assets, 74 participants

Connelly Partners, LLC's Cp 401(k) Plan reported $20M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,121 in Professional & Technical Services (20,173 peers)

Connelly Partners, LLC multi-year trail

Connelly Partners, LLC's plans moved +61.1% in assets from 2022 to 2024; this filing shows Cp 401(k) Plan at $20M / 74 participants.

#14,121
in Professional & Technical Services (20,173 peers)
+34.5%
assets growth YoY

Cp 401(k) Plan's outsized position by total assets

Cp 401(k) Plan vs every filed plan by assets

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

$20,449,935 Top 29% higher than 71% 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

Cp 401(k) 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. Cp 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cp 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Cp 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Cp 401(k) Plan reported participants fell from 77 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043476857 · Connelly Partners, LLC PY 2024 · 401(k)

Cp 401(k) Plan · $20M · 74 · 71st

  • PHOTO $20M
  • IND 74
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Hillcrest Health 401(k) Plan
  • PCT ind #14121

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 Massachusetts →

Cp 401(k) Plan in the asset neighbourhood

Cp 401(k) Plan$20MHillcrest Health 401(k) Plan$20MIcario, Inc. 401(k) Plan$20MSecond Nature Brands Employee Savings PlanSecond Nature Brands Employe…$20MSafe Haven Security 401(k) PlanSafe Haven Security 401(k) P…$20M
End-of-year total assets ($M) among Cp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connelly Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Connelly Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 61.13026820829033% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.7M $20.5M ▲ +61.2%
Year Plans Participants Total Assets
2022 1 68 $13M
2023 1 77 $15M
2024 1 74 $20M

Connelly Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN043476857
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Cp 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cp 401(k) Plan, Total assets ($B): 0.020449935 · Participants: 74Cp 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Cp 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cp 401(k) Plan side-by-side with 3 peers →

Cp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hillcrest Health 401(k) Plan in NE ($20M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Cp 401(k) Plan assets move in 2024? ▼
Cp 401(k) Plan surged - up 34.5% during 2024, from $15M to $20M. Reported net income was $5M.
How have Connelly Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connelly Partners, LLC's sponsor-wide assets grew 61.1%, from $13M to $20M.
Which 401(k) plans are similar in size to Cp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hillcrest Health 401(k) Plan in NE ($20M, 1,116 participants).
Which 401(k) plans cover a similar participant headcount to Cp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants, $3M 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 043476857.

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.