401(k) · DOL Form 5500 · 2024

Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
75
Participants Small participant base
77th
Percentile by assets National rank
$389,627
Avg per participant High balance/head
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Official DOL plan name: Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust · Sponsored by Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a · Florida · Professional & Technical Services

$29M in assets, 75 participants

Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a's Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust reported $29M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,499 in Professional & Technical Services (20,173 peers)

Where Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust sits by assets

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $29M for 75 participants (~$389,627/participant), up 13.1% in 2024.

#15,499
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust's outsized position by total assets

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$29,222,043 Top 23% higher than 77% 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

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust reported participants fell from 82 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591564790 · Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a PY 2024 · 401(k)

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust · $29M · 75 · 77th

  • IND $29M
  • IND 75
  • IND 77th
  • IND 401(k)
  • IND near Dave Operating LLC 401(k) Plan
  • IND ind #15499

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 Florida →

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust in the asset neighbourhood

Berje, Inc. Retirement Plan$29MClark, Partington, Hart & Hart Employees Profit Sharing Plan & TrustClark, Partington, Hart & Ha…$29MDave Operating LLC 401(k) PlanDave Operating LLC 401(k) Pl…$29MNt Concepts 401(k) Plan$29MUnited Capital Financial Advisors Employer Retirement Contribution PlanUnited Capital Financial Adv…$29M
End-of-year total assets ($M) among Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN591564790
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a)

Sponsor-wide plan assets over time

All Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.611509473979044% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.3M $29.2M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 86 $23M
2023 1 82 $26M
2024 1 75 $29M

Nearby 401(k) Plans in Florida

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

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust, Total assets ($B): 0.029222043 · Participants: 75Clark, Partington, Hart & Hart Employees Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dave Operating LLC 401(k) Plan in CA ($29M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust assets move in 2024?
Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust grew at a solid clip - up 13.1% during 2024, from $26M to $29M. Reported net income was $3M.
How have Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a plan assets changed over time?
Across 3 plan years on file (2022-2024), Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a's sponsor-wide assets grew 25.6%, from $23M to $29M.
Where does Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Dave Operating LLC 401(k) Plan in CA ($29M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M in assets).