Profit Sharing · DOL Form 5500 · 2024

Pelli Clarke & Partners Profit Sharing Plan

Data updated 2026-07-24

$27M
Total assets: 74
Participants: 76th
Percentile by assets: $367,341
Avg per participant

Official DOL plan name: Pelli Clarke & Partners Profit Sharing Plan · Sponsored by Pelli Clarke & Partners · Connecticut · Professional & Technical Services

$27M in assets, 74 participants

Pelli Clarke & Partners's Pelli Clarke & Partners Profit Sharing Plan reported $27M in total assets and 74 participants in its 2024 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.

76th percentile by assets (of 116,472 plans)

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, $27M for 74 participants (~$367,341/participant), up 13.5% in 2024.

$27M
total plan assets (2024 EOY): 74
covered participants: 76th
percentile by assets (of 116,472 plans): $367,341
avg assets per participant

Pelli Clarke & Partners Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Pelli Clarke & Partners Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Pelli Clarke & Partners Profit Sharing Plan reported participants fell from 75 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Connecticut

Industry

Professional & Technical Services

Pelli Clarke & Partners Profit Sharing Plan vs the 2024 asset distribution

By assets, Pelli Clarke & Partners Profit Sharing Plan outranks 76% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$27M
Net Income	$3M
Employer EIN	061228461
Plan Effective Date	1980-06-27
Filing Status	FILING RECEIVED

Sponsor Plan History (Pelli Clarke & Partners)

Total plan assets by year, all Pelli Clarke & Partners plans on file

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

North Atlantic States Carpenters Annuity Plan $1.3B · 10,631
Connecticut Children's Retirement Savings Plan $541M · 3,179
Connecticut Laborers' Annuity Plan $274M · 3,043
Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
Ons Savings Plan $133M · 1,230

Compare Pelli Clarke & Partners Profit Sharing P… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Pelli Clarke & Partners Profit Sharing Plan by total assets, not by location.

Shaw Brothers Construction Profit Sharing Plan (ME) $27M · 212
Francis Manufacturing Company Employees Profit Sharing Plan (OH) $27M · 142
J Hansen-Balk Steel Treating Co. Profit Sharing Plan & Trust (MI) $27M · 43
Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy (TN) $27M · 192

Frequently Asked Questions

How did Pelli Clarke & Partners Profit Sharing Plan assets move in 2024? ▼

Pelli Clarke & Partners Profit Sharing Plan grew at a solid clip - up 13.5% during 2024, from $24M to $27M. Reported net income was $3M.

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 116,472 plans that reported assets for plan year 2024 (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 ($27M, 212 participants).

Next read for Pelli Clarke & Partners Profit Sharing P…

Scale reading

Ways to act on Pelli Clarke & Partners Profit Sharing Plan's numbers.

By total assets, Pelli Clarke & Partners Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
Pelli Clarke & Partners's sponsor-wide assets have grown 18.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.