401(k) · DOL Form 5500 · 2024

Pelli Clarke & Partners 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
97
Participants Small participant base
70th
Percentile by assets National rank
$208,170
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

$20M in assets, 97 participants

Pelli Clarke & Partners's Pelli Clarke & Partners Section 401(k) Plan reported $20M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,072 in Professional & Technical Services (20,173 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 $20M / 97 participants.

#14,072
in Professional & Technical Services (20,173 peers)
+6.9%
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 2024 · DOL Form 5500

$20,192,497 Top 30% higher than 70% 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

Pelli Clarke & Partners Section 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. Pelli Clarke & Partners Section 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pelli Clarke & Partners Section 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • Pelli Clarke & Partners Section 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pelli Clarke & Partners Section 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061228461 · Pelli Clarke & Partners PY 2024 · 401(k)

Pelli Clarke & Partners Section 401(k) Plan · $20M · 97 · 70th

  • 5500 $20M
  • 5500 97
  • 5500 70th
  • 5500 401(k)
  • 5500 near Cymabay Therapeutics, Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #14072

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…$20MCymabay Therapeutics, Inc. 401(k) Profit Sharing Plan and TrustCymabay Therapeutics, Inc. 4…$20MGulf Coast Bank Retirement PlanGulf Coast Bank Retirement P…$20MIn-Situ, Inc. 401(k) Profit Sharing PlanIn-Situ, Inc. 401(k) Profit …$20MThe Bank of Glen Burnie 401(k) Profit Sharing PlanThe Bank of Glen Burnie 401(…$20M
End-of-year total assets ($M) among Pelli Clarke & Partners Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
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 -20020406080 Total assets ($B) Participants Pelli Clarke & Partners Section 401(k) Plan, Total assets ($B): 0.020192497 · Participants: 97Pelli Clarke & Partners Section 401(k) 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
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 Cymabay Therapeutics, Inc. 401(k) Profit Sharing Plan and Trust in CA ($20M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Pelli Clarke & Partners Section 401(k) Plan assets move in 2024? ▼
Pelli Clarke & Partners Section 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $19M to $20M. 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 Cymabay Therapeutics, Inc. 401(k) Profit Sharing Plan and Trust in CA ($20M, 101 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 Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M 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 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.