401(k) · DOL Form 5500 · 2024
Preti, Flaherty, Beliveau & Pachios LLP 401(k) Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 188
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $678,617
- Avg per participant High balance/head
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.
- #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.
- #18,798
- in Professional & Technical Services (20,173 peers)
- +9.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's outsized position by total assets
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,580,076 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan sits mid-pack in the medium band (188 participants).
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.
Plan-year Form 5500 strip
Filing strip 010502585 · Preti, Flaherty, Beliveau & Pachios LLP PY 2024 · 401(k)
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan · $128M · 188 · 92nd
- ASSETS $128M
- ASSETS 188
- ASSETS 92nd
- ASSETS 401(k)
- ASSETS near Eco Material Technologies 401(k) Plan
- ASSETS ind #18798
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 Maine →
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Preti, Flaherty, Beliveau & Pachios LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 30.223168776312047% vs 2022
- 2024 filing year
| 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.
- 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
Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Eco Material Technologies 401(k) Plan in UT ($128M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Trinity Rehab, LLC 401(k) Plan (NC) 188 · 0 off
- Burdette Beckmann, Inc. 401(k) Profit Sharing Plan (FL) 188 · 0 off
- Advanced Digital Cable, Inc 401(k) Plan (NC) 188 · 0 off
- Mainstreet Bank 401(k) Plan (VA) 188 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.