401(k) · DOL Form 5500 · 2022

Patient Engagement Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$848K
Total assets Small plan by assets
85
Participants Small participant base
23rd
Percentile by assets National rank
$9,981
Avg per participant Low balance/head
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Official DOL plan name: Patient Engagement Advisors 401(k) Plan · Sponsored by Patient Engagement Advisors, LLC · Alabama · Professional & Technical Services

$848K in assets, 85 participants

Patient Engagement Advisors, LLC's Patient Engagement Advisors 401(k) Plan reported $848K in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,207 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Patient Engagement Advisors 401(k) Plan holds $848K for 85 participants - about $9,981 per participant, among the smaller plans by assets on file.

#4,207
in Professional & Technical Services (21,562 peers)
+5.9%
assets growth YoY

Patient Engagement Advisors 401(k) Plan among the smaller filed plans by assets

Patient Engagement Advisors 401(k) Plan vs every filed plan by assets

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

$848,424 23rd percentile higher than 23% 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

Patient Engagement Advisors 401(k) 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. Patient Engagement Advisors 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 262292807 · Patient Engagement Advisors, LLC PY 2022 · 401(k)

Patient Engagement Advisors 401(k) Plan · $848K · 85 · 23rd

  • NET $848K
  • BOOK 85
  • VS-ST 23rd
  • BOY 401(k)
  • SCH near Norcal Solutions, Inc. 401(k) Plan
  • EBSA ind #4207

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Patient Engagement Advisors 401(k) Plan in the asset neighbourhood

Patient Engagement Advisors 401(k) PlanPatient Engagement Advisors …$848KNorcal Solutions, Inc. 401(k) PlanNorcal Solutions, Inc. 401(k…$848KShelton Corporation 401 (K) PlanShelton Corporation 401 (K) …$849KWildcat Ventures, Inc. 401(k) PlanWildcat Ventures, Inc. 401(k…$848KHolding Hands Pediatric Therapy and Adult Services 401(k) PlanHolding Hands Pediatric Ther…$849K
End-of-year total assets ($M) among Patient Engagement Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$801K
Net Assets (End of Year)$828K
Net Income$27K
Employer EIN262292807
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Patient Engagement Advisors 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Patient Engagement Advisors 401(k) Plan, Total assets ($B): 0.000848424 · Participants: 85Patient Engagement Advisors 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Patient Engagement Advisors 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Patient Engagement Advisors 401(k) Plan side-by-side with 3 peers →

Patient Engagement Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Norcal Solutions, Inc. 401(k) Plan in CA ($848K); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($848K here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Patient Engagement Advisors 401(k) Plan assets move in 2022? ▼
Patient Engagement Advisors 401(k) Plan grew at a solid clip - up 5.9% during 2022, from $801K to $848K. Reported net income was $27K.
Where does Patient Engagement Advisors 401(k) Plan rank by assets among Form 5500 filers? ▼
Patient Engagement Advisors 401(k) Plan ranks in the 23rd 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 Patient Engagement Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norcal Solutions, Inc. 401(k) Plan in CA ($848K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Patient Engagement Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perfect World North America Corporation 401(k) Plan in CA (85 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 262292807.

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.