401(k)
2022 plan-year 401(k) DOL Form 5500

Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Patterson & Dewar Engineers, Inc. · Georgia · Professional & Technical Services

What the 2023 filing shows

Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust holds $65M for 193 participants — about $337,026 per participant, down 11.9% over the 2022 plan year.

$65M
total plan assets (2022 EOY)
193
covered participants
$337,026
avg assets per participant
-11.9%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$65M
Participants
193
State
Industry
Professional & Technical Services

What the Filing Says About Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust

Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Patterson & Dewar Engineers, Inc., headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 193 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 580676787, and the plan has been effective since 1961-09-18. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $74M at the beginning of 2022 to $65M at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $65M, with reported net income of $-8,746,215 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$74M
Total Assets (End of Year)$65M
Net Assets (End of Year)$65M
Net Income$-8,746,215
Plan Type401(k)
Employer EIN580676787
Plan Effective Date1961-09-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson & Dewar Engineers, Inc.)

Year Plans Participants Total Assets
2022 1 193 $65M
2023 1 214 $80M
2024 1 232 $95M

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Frequently Asked Questions

How much money is in the Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust holds $65M in total assets with 193 participants. It is sponsored by Patterson & Dewar Engineers, Inc..
What type of plan is Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust?
Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1961-09-18. The plan is filed with the U.S. Department of Labor under EIN 580676787.
Who sponsors the Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust?
Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust is sponsored by Patterson & Dewar Engineers, Inc., located in Georgia. The sponsor's EIN is 580676787 and the plan operates in the Professional & Technical Services industry.
How did Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust perform in 2022?
Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust declined by 11.9% during 2022, moving from $74M to $65M in total assets. Net income was $-8,746,215.
Where can I find official filings for Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust?
Official Form 5500 filings for Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 580676787 or plan name at efast.dol.gov.
How does Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust compare to other plans?
You can compare Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 580676787.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.