401(k) · DOL Form 5500 · 2022

Chuck Patterson, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
105
Participants Small participant base
63rd
Percentile by assets National rank
$84,894
Avg per participant Below avg balance/head
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Official DOL plan name: Chuck Patterson, Inc. 401(k) Profit Sharing Plan · Sponsored by Chuck Patterson, Inc. · California · Retail Trade

$9M in assets, 105 participants

Chuck Patterson, Inc.'s Chuck Patterson, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,971 in Retail Trade (9,519 peers)

Coverage in California

Chuck Patterson, Inc. 401(k) Profit Sharing Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $9M.

#6,971
in Retail Trade (9,519 peers)
-29.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chuck Patterson, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,913,828 Top 37% higher than 63% 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

Chuck Patterson, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chuck Patterson, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

Published 5500 schedule card

Filing strip 942644759 · Chuck Patterson, Inc. PY 2022 · 401(k)

Chuck Patterson, Inc. 401(k) Profit Sharing Plan · $9M · 105 · 63rd

  • BOOK $9M
  • BOOK 105
  • BOOK 63rd
  • BOOK 401(k)
  • BOOK near Vba Defined Contribution Plan for Bank of Botetourt
  • BOOK ind #6971

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 Retail Trade retirement plans → · Plans in California →

Chuck Patterson, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Chuck Patterson, Inc. 401(k) Profit Sharing PlanChuck Patterson, Inc. 401(k)…$9MVba Defined Contribution Plan for Bank of BotetourtVba Defined Contribution Pla…$9MPremier Design & Build Group, LLC 401(k) Profit Sharing PlanPremier Design & Build Group…$9MAaa South Jersey 401(k) Profit Sharing PlanAaa South Jersey 401(k) Prof…$9MFranklin Mountain Management, LLC 401(k) PlanFranklin Mountain Management…$9M
End-of-year total assets ($M) among Chuck Patterson, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$9M
Net Income-$4M
Employer EIN942644759
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chuck Patterson, Inc.)

Sponsor-wide plan assets over time

All Chuck Patterson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.064278556866924% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.91M $12.8M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 105 $9M
2023 1 95 $10M
2024 1 92 $13M

Nearby 401(k) Plans in California

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

Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Chuck Patterson, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008913828 · Participants: 105Chuck Patterson, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chuck Patterson, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Chuck Patterson, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vba Defined Contribution Plan for Bank of Botetourt in VA ($9M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Chuck Patterson, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Chuck Patterson, Inc. 401(k) Profit Sharing Plan declined sharply - down 29.4% during 2022, from $13M to $9M. Reported net income was -$4M.
How have Chuck Patterson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chuck Patterson, Inc.'s sponsor-wide assets grew 44.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Chuck Patterson, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vba Defined Contribution Plan for Bank of Botetourt in VA ($9M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Chuck Patterson, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 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 942644759.

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.