Profit Sharing · DOL Form 5500 · 2022

Patrick & Co Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
44th
Percentile by assets National rank
$208,834
Avg per participant Above avg balance/head
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Official DOL plan name: Patrick and Co. Profit Sharing Plan · Sponsored by Patrick & Co · California · Retail Trade

$4M in assets, 17 participants

Patrick & Co's Patrick and Co. Profit Sharing Plan reported $4M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,047 in Retail Trade (9,519 peers)

Patrick & Co multi-year trail

Patrick & Co's plans moved +29.9% in assets from 2022 to 2024; this filing shows Patrick and Co. Profit Sharing Plan at $4M / 17 participants.

#5,047
in Retail Trade (9,519 peers)
-12.9%
assets change YoY

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patrick and Co. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Patrick and Co. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,550,186 44th percentile higher than 44% of 139,123 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 2022

Patrick and Co. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patrick and Co. Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 940755890 · Patrick & Co PY 2022 · Profit Sharing

Patrick and Co. Profit Sharing Plan · $4M · 17 · 44th

  • BOOK $4M
  • VS-ST 17
  • BOY 44th
  • SCH Profit Sharing
  • EBSA near R. Bradley & Associates Profit Sharing Plan
  • PART ind #5047

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 Retail Trade retirement plans → · Plans in California →

Patrick and Co. Profit Sharing Plan in the asset neighbourhood

John Knox Village of Florida, Inc. 403(b) PlanJohn Knox Village of Florida…$4MPatrick and Co. Profit Sharing PlanPatrick and Co. Profit Shari…$4MR. Bradley & Associates Profit Sharing PlanR. Bradley & Associates Prof…$4MWpg Employee Profit Sharing PlanWpg Employee Profit Sharing …$4MMid Continent Screeners Inc Profit Sharing PlanMid Continent Screeners Inc …$4M
End-of-year total assets ($M) among Patrick and Co. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Patrick & Co multi-year asset trail

Sponsor-wide plan assets over time

All Patrick & Co plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.94381139467059% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.61M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 14 $4M
2024 1 14 $5M

Patrick & Co filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$526K
Employer EIN940755890
Plan Effective Date1951-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Patrick and Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Patrick and Co. Profit Sharing Plan, Total assets ($B): 0.003550186 · Participants: 17Patrick and Co. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Patrick and Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Patrick and Co. Profit Sharing Plan side-by-side with 3 peers →

Patrick and Co. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M); by covered participants it is Akrmar Enterprises Inc. Profit Sharing Plan in OH (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Patrick and Co. Profit Sharing Plan assets move in 2022? ▼
Patrick and Co. Profit Sharing Plan pulled back noticeably - down 12.9% during 2022, from $4M to $4M. Reported net income was -$526K.
How have Patrick & Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick & Co's sponsor-wide assets grew 29.9%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Patrick and Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Patrick and Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Akrmar Enterprises Inc. Profit Sharing Plan in OH (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940755890.

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.