401(k) · DOL Form 5500 · 2022

Patient Advocate Foundation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
228
Participants Below avg headcount
64th
Percentile by assets National rank
$42,390
Avg per participant Low balance/head
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Official DOL plan name: Paf 401(k) Plan · Sponsored by Patient Advocate Foundation · Virginia · Healthcare & Social Assistance

$10M in assets, 228 participants

Patient Advocate Foundation's Paf 401(k) Plan reported $10M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,975 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Paf 401(k) Plan covers 228 participants in Virginia, about 29% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#13,975
in Healthcare & Social Assistance (20,060 peers)
-7.7%
assets change YoY

The plan reported a net loss of $805K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paf 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Paf 401(k) Plan vs every filed plan by assets

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

$9,664,868 Top 36% higher than 64% 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

Paf 401(k) 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. Paf 401(k) Plan sits mid-pack in the medium band (228 participants).

Plan-year Form 5500 strip

Filing strip 541806317 · Patient Advocate Foundation PY 2022 · 401(k)

Paf 401(k) Plan · $10M · 228 · 64th

  • RANK $10M
  • RANK 228
  • RANK 64th
  • RANK 401(k)
  • RANK near J.M. Forbes & Co. Employees Profit Sharing Plan
  • RANK ind #13975

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Paf 401(k) Plan in the asset neighbourhood

American Marine Services Group 401(k) Profit Sharing PlanAmerican Marine Services Gro…$10MPaf 401(k) Plan$10MJ.M. Forbes & Co. Employees Profit Sharing PlanJ.M. Forbes & Co. Employees …$10MNational Confectioner's Association 401(k) PlanNational Confectioner's Asso…$10MAdvion, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Paf 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$805K
Employer EIN541806317
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patient Advocate Foundation)

Sponsor-wide plan assets over time

All Patient Advocate Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 54.25636439111222% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.66M $14.9M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 228 $10M
2023 1 247 $12M
2024 1 228 $15M

Nearby 401(k) Plans in Virginia

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

Paf 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Paf 401(k) Plan, Total assets ($B): 0.009664868 · Participants: 228Paf 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Paf 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Paf 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is J.M. Forbes & Co. Employees Profit Sharing Plan in MA ($10M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Paf 401(k) Plan assets move in 2022? ▼
Paf 401(k) Plan pulled back noticeably - down 7.7% during 2022, from $10M to $10M. Reported net income was -$805K.
How have Patient Advocate Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patient Advocate Foundation's sponsor-wide assets grew 54.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Paf 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.M. Forbes & Co. Employees Profit Sharing Plan in MA ($10M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Paf 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jsi Store Fixtures Employee Savings Plan in ME (228 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 541806317.

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.