401(k) · DOL Form 5500 · 2022
Patriarch Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $152,197
- Avg per participant Above avg balance/head
Official DOL plan name: Patriarch Partners, LLC 401(k) Retirement Plan · Sponsored by Patriarch Partners, LLC · New York · Finance & Insurance
$2M in assets, 12 participants
Patriarch Partners, LLC's Patriarch Partners, LLC 401(k) Retirement Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,026 in Finance & Insurance (9,261 peers)
2022 asset change
Patriarch Partners, LLC 401(k) Retirement Plan declined sharply 18.9% in 2022 ($2M → $2M) for 12 participants.
- #2,026
- in Finance & Insurance (9,261 peers)
- -18.9%
- assets change YoY
The plan reported a net loss of $424K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Patriarch Partners, LLC 401(k) Retirement Plan among the smaller filed plans by assets
Patriarch Partners, LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,826,368 32nd percentile higher than 32% 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
Patriarch Partners, LLC 401(k) Retirement 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. Patriarch Partners, LLC 401(k) Retirement Plan is a small filing (12 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 134115946 · Patriarch Partners, LLC PY 2022 · 401(k)
Patriarch Partners, LLC 401(k) Retirement Plan · $2M · 12 · 32nd
- IND $2M
- EOY 12
- 5500 32nd
- ASSETS 401(k)
- PCT near Sundance Group 401(k) Plan
- EIN ind #2026
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 New York →
Patriarch Partners, LLC 401(k) Retirement Plan in the asset neighbourhood
Patriarch Partners, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Patriarch Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.403802519536041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 11 | $2M |
| 2024 | 1 | 12 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$424K |
| Employer EIN | 134115946 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Patriarch Partners, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sundance Group 401(k) Plan in UT ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.