401(k) · DOL Form 5500 · 2022
Patterson & Sheridan, LLP 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $260,382
- Avg per participant Above avg balance/head
Official DOL plan name: Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · Sponsored by Patterson & Sheridan, LLP · Texas · Professional & Technical Services
$38M in assets, 146 participants
Patterson & Sheridan, LLP's Patterson & Sheridan, LLP Profit Sharing 401(k) Plan reported $38M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #18,625 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan covers 146 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $38M.
- #18,625
- in Professional & Technical Services (21,562 peers)
- -19.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan's outsized position by total assets
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,015,750 Top 15% higher than 85% 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
Patterson & Sheridan, LLP Profit Sharing 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. Patterson & Sheridan, LLP Profit Sharing 401(k) Plan sits mid-pack in the medium band (146 participants).
Published 5500 schedule card
Filing strip 223340889 · Patterson & Sheridan, LLP PY 2022 · 401(k)
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · $38M · 146 · 85th
- VS-ST $38M
- BOY 146
- SCH 85th
- EBSA 401(k)
- PART near Reliance Worldwide Corporation Retirement Plan
- TYPE ind #18625
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 Texas →
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$9M |
| Employer EIN | 223340889 |
| Plan Effective Date | 1999-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patterson & Sheridan, LLP)
Sponsor-wide plan assets over time
All Patterson & Sheridan, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 41.27742317329002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $38M |
| 2023 | 1 | 155 | $46M |
| 2024 | 1 | 161 | $54M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Reliance Worldwide Corporation Retirement Plan in GA ($38M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Reliance Worldwide Corporation Retirement Plan (GA) $38M · 830
- Klm Retirement Savings Plan (NY) $38M · 121
- Addition Financial Credit Union 401(k) Profit Sharing Plan (FL) $38M · 459
- Ascensus Specialties LLC 401(k) Plan (WA) $38M · 248
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Bcp 401(k) Plan (NC) 146 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 146 · 0 off
- Bill's Distributing, Ltd. 401(k) Profit Sharing Plan (WI) 146 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.