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

Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust

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

Sponsored by Pattillo, Brown & Hill, L.L.P. · Texas · Professional & Technical Services

What the 2023 filing shows

Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust holds $10M for 125 participants — about $81,410 per participant, down 13.4% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
125
covered participants
$81,410
avg assets per participant
-13.4%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
125
State
Industry
Professional & Technical Services

What the Filing Says About Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust

Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Pattillo, Brown & Hill, L.L.P., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 125 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 741130599, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $10M at year-end — a decline of 13.4%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-1,576,494 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)$12M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-1,576,494
Plan Type401(k)
Employer EIN741130599
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pattillo, Brown & Hill, L.L.P.)

Year Plans Participants Total Assets
2022 1 125 $10M
2023 1 146 $11M
2024 1 157 $13M

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust holds $10M in total assets with 125 participants. It is sponsored by Pattillo, Brown & Hill, L.L.P..
What type of plan is Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust?
Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 741130599.
Who sponsors the Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust?
Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust is sponsored by Pattillo, Brown & Hill, L.L.P., located in Texas. The sponsor's EIN is 741130599 and the plan operates in the Professional & Technical Services industry.
How did Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust perform in 2022?
Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust declined by 13.4% during 2022, moving from $12M to $10M in total assets. Net income was $-1,576,494.
Where can I find official filings for Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741130599 or plan name at efast.dol.gov.
How does Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Pattillo, Brown & Hill, LLP 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Texas 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 741130599.

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.