401(k) · DOL Form 5500 · 2022

Patrick Family, Inc. 401(k) Plan

Data updated 2026-08-25

$322K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$107,441
Avg per participant Below avg balance/head
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Official DOL plan name: Patrick Family Retirement Plan · Sponsored by Patrick Family, Inc. · Oregon · Finance & Insurance

$322K in assets, 3 participants

Patrick Family, Inc.'s Patrick Family Retirement Plan reported $322K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #823 in Finance & Insurance (9,261 peers)

Patrick Family, Inc. multi-year trail

Patrick Family, Inc.'s plans moved +30.0% in assets from 2022 to 2024; this filing shows Patrick Family Retirement Plan at $322K / 3 participants.

#823
in Finance & Insurance (9,261 peers)
+3.4%
assets growth YoY

Patrick Family Retirement Plan among the smaller filed plans by assets

Patrick Family Retirement Plan vs every filed plan by assets

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

$322,323 14th percentile higher than 14% 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 Family Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patrick Family Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 821209393 · Patrick Family, Inc. PY 2022 · 401(k)

Patrick Family Retirement Plan · $322K · 3 · 14th

  • EBSA $322K
  • EBSA 3
  • EBSA 14th
  • EBSA 401(k)
  • EBSA near Capstone Facilities 401(k) Plan
  • EBSA ind #823

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 Finance & Insurance retirement plans → · Plans in Oregon →

Patrick Family Retirement Plan in the asset neighbourhood

Patrick Family Retirement PlanPatrick Family Retirement Pl…$322KCapstone Facilities 401(k) PlanCapstone Facilities 401(k) P…$322KWright Brothers, Inc Retirement PlanWright Brothers, Inc Retirem…$322KRama Mulpuri Md PLLC 401(k) PlanRama Mulpuri Md PLLC 401(k) …$322KNever Too Late Inc. 401(k) PlanNever Too Late Inc. 401(k) P…$322K
End-of-year total assets ($M) among Patrick Family Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Patrick Family, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Patrick Family, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$419K 29.98700061739311% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.32M $0.42M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 3 $322K
2023 1 3 $367K
2024 1 4 $419K

Patrick Family, Inc. filing trail (2022)

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$322K
Net Income$11K
Employer EIN821209393
Plan Effective Date2017-04-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Patrick Family Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Patrick Family Retirement Plan, Total assets ($B): 0.000322323 · Participants: 3Patrick Family Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Patrick Family Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Patrick Family Retirement Plan side-by-side with 3 peers →

Patrick Family Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Capstone Facilities 401(k) Plan in IA ($322K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($322K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Family Retirement Plan assets move in 2022? ▼
Patrick Family Retirement Plan edged up modestly - up 3.4% during 2022, from $312K to $322K. Reported net income was $11K.
How have Patrick Family, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick Family, Inc.'s sponsor-wide assets grew 30.0%, from $322K to $419K.
Where does Patrick Family Retirement Plan rank by assets among Form 5500 filers? ▼
Patrick Family Retirement Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Patrick Family Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capstone Facilities 401(k) Plan in IA ($322K, 253 participants).
Which 401(k) plans cover a similar participant headcount to Patrick Family Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 821209393.

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.