401(k) · DOL Form 5500 · 2023

Patrick's Pool Service Inc. 401(k) Plan

Data updated 2026-08-25

$429K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$214,565
Avg per participant Above avg balance/head
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Official DOL plan name: Patrick's Pool Service Inc. 401(k) Plan · Sponsored by Patrick's Pool Service Inc. · Florida · Retail Trade

$429K in assets, 2 participants

Patrick's Pool Service Inc.'s Patrick's Pool Service Inc. 401(k) Plan reported $429K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,273 in Retail Trade (8,414 peers)

Patrick's Pool Service Inc. multi-year trail

Patrick's Pool Service Inc.'s plans moved -28.1% in assets from 2022 to 2024; this filing shows Patrick's Pool Service Inc. 401(k) Plan at $429K / 2 participants.

#2,273
in Retail Trade (8,414 peers)
-6.0%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patrick's Pool Service Inc. 401(k) Plan among the smaller filed plans by assets

Patrick's Pool Service Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$429,129 17th percentile higher than 17% of 127,068 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 2023

Patrick's Pool Service Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patrick's Pool Service Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patrick's Pool Service Inc. 401(k) Plan reported net income fell from $101K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
  • Patrick's Pool Service Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Patrick's Pool Service Inc. 401(k) Plan end-of-year assets fell from $456K in the plan year 2022 filing to $429K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 863868205 · Patrick's Pool Service Inc. PY 2023 · 401(k)

Patrick's Pool Service Inc. 401(k) Plan · $429K · 2 · 17th

  • RANK $429K
  • PHOTO 2
  • IND 17th
  • EOY 401(k)
  • 5500 near Rusty Fish, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #2273

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 Florida →

Patrick's Pool Service Inc. 401(k) Plan in the asset neighbourhood

Patrick's Pool Service Inc. 401(k) PlanPatrick's Pool Service Inc. …$429KRusty Fish, Inc. 401(k) Profit Sharing PlanRusty Fish, Inc. 401(k) Prof…$429KPero Marketing Group, LLC 401(k) Profit Sharing PlanPero Marketing Group, LLC 40…$429KTop Knots and Toe Socks Inc. Retirement PlanTop Knots and Toe Socks Inc.…$429KPal Inc. 401(k) Plan$429K
End-of-year total assets ($M) among Patrick's Pool Service Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patrick's Pool Service Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Patrick's Pool Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328K 28.141583225608553% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.46M $0.33M ▼ -28.3%
Year Plans Participants Total Assets
2022 1 1 $456K
2023 1 2 $429K
2024 1 2 $328K

Patrick's Pool Service Inc. filing trail (2023)

Total Assets (Beginning of Year)$456K
Net Assets (End of Year)$429K
Net Income-$27K
Employer EIN863868205
Plan Effective Date2021-05-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Patrick's Pool Service Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Patrick's Pool Service Inc. 401(k) Plan, Total assets ($B): 0.000429129 · Participants: 2Patrick's Pool Service Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Patrick's Pool Service Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Patrick's Pool Service Inc. 401(k) Plan side-by-side with 3 peers →

Patrick's Pool Service Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rusty Fish, Inc. 401(k) Profit Sharing Plan in WI ($429K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($429K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Patrick's Pool Service Inc. 401(k) Plan assets move in 2023? ▼
Patrick's Pool Service Inc. 401(k) Plan pulled back noticeably - down 6.0% during 2023, from $456K to $429K. Reported net income was -$27K.
How have Patrick's Pool Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick's Pool Service Inc.'s sponsor-wide assets declined 28.1%, from $456K to $328K.
Where does Patrick's Pool Service Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Patrick's Pool Service Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Patrick's Pool Service Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rusty Fish, Inc. 401(k) Profit Sharing Plan in WI ($429K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Patrick's Pool Service Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863868205.

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.