401(k) · DOL Form 5500 · 2022
Russell P. Patterson, PA 401(k) Plan
Data updated 2026-08-25
- $648K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $161,980
- Avg per participant Above avg balance/head
Official DOL plan name: Russell P. Patterson, PA Retirement Plan and Trust · Sponsored by Russell P. Patterson, PA · South Carolina · Finance & Insurance
$648K in assets, 4 participants
Russell P. Patterson, PA's Russell P. Patterson, PA Retirement Plan and Trust reported $648K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #1,221 in Finance & Insurance (9,261 peers)
Russell P. Patterson, PA multi-year trail
Russell P. Patterson, PA's plans moved +19.8% in assets from 2022 to 2023; this filing shows Russell P. Patterson, PA Retirement Plan and Trust at $648K / 4 participants.
- #1,221
- in Finance & Insurance (9,261 peers)
- -16.4%
- assets change YoY
The plan reported a net loss of $127K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Russell P. Patterson, PA Retirement Plan and Trust among the smaller filed plans by assets
Russell P. Patterson, PA Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$647,921 21st percentile higher than 21% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Russell P. Patterson, PA Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russell P. Patterson, PA Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 264505804 · Russell P. Patterson, PA PY 2022 · 401(k)
Russell P. Patterson, PA Retirement Plan and Trust · $648K · 4 · 21st
- BOY $648K
- BOY 4
- BOY 21st
- BOY 401(k)
- BOY near Zmas, Inc. 401(k) Plan
- BOY ind #1221
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 South Carolina →
Russell P. Patterson, PA Retirement Plan and Trust in the asset neighbourhood
Russell P. Patterson, PA multi-year asset trail
Sponsor-wide plan assets over time
All Russell P. Patterson, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $776K 19.832664784749994% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $648K |
| 2023 | 1 | 4 | $776K |
Russell P. Patterson, PA filing trail (2022)
| Total Assets (Beginning of Year) | $775K |
|---|---|
| Net Assets (End of Year) | $648K |
| Net Income | -$127K |
| Employer EIN | 264505804 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Russell P. Patterson, PA Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Zmas, Inc. 401(k) Plan in TX ($648K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($648K here).
- Zmas, Inc. 401(k) Plan (TX) $648K · 5
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) $648K · 206
- Ecseas Holdings Inc. 401(k) Plan (TX) $648K · N/A
- Income Generating Investments, Inc. 401(k) Plan (NV) $648K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 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.