401(k) · DOL Form 5500 · 2024
Preti, Flaherty, Beliveau & Pachios LLP 401(k) Plan
Data updated 2026-08-11
- $128M
- Total assets
- 188
- Participants
- 92nd
- Percentile by assets
- $678,617
- Avg per participant
Official DOL plan name: Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan · Sponsored by Preti, Flaherty, Beliveau & Pachios LLP · Maine · Professional & Technical Services
$128M in assets, 188 participants
Preti, Flaherty, Beliveau & Pachios LLP's Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reported $128M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #18,798 in Professional & Technical Services (20,173 peers)
Coverage in Maine
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan covers 188 participants in Maine, about 40% of the average Maine filer (state average ~472 per filing). Assets: $128M.
- $128M
- total plan assets (2024 EOY)
- 188
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $678,617
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reported net income fell from $18M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan end-of-year assets rose from $116M in the plan year 2023 filing to $128M in the plan year 2024 filing.
- Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reported participants fell from 207 in the plan year 2023 filing to 188 in the plan year 2024 filing.
Participants vs Maine filers
In Maine, the average filing covers about 472 participants across 561 plans. Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan reports 188 participants - about 40% of that state average ($128M EOY assets).
Maine filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $11M |
| Employer EIN | 010502585 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Preti, Flaherty, Beliveau & Pachios LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $98M |
| 2023 | 1 | 207 | $116M |
| 2024 | 1 | 188 | $128M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants
- Td 401(k) Retirement Plan $6.0B · 31,654
- Unum Group 401(k) Retirement Plan $2.5B · 9,451
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan by total assets, not by location.
- Eco Material Technologies 401(k) Plan (UT) $128M · 868
- Qinetiq Inc. 401(k) Plan (VA) $128M · 487
- Qinetiq Inc. 401(k) Plan (VA) $128M · 487
- Td Williamson, LLC 401(k) Thrift Plan and Trust (OK) $128M · 853
Frequently Asked Questions
How did Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan assets move in 2024? ▼
How have Preti, Flaherty, Beliveau & Pachios LLP plan assets changed over time? ▼
Where does Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan? ▼
Next read for Preti, Flaherty, Beliveau & Pachios, LLP…
Filing takeaways
Ways to act on Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's numbers.
- By total assets, Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maine. Compare plans
- Preti, Flaherty, Beliveau & Pachios LLP's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans