401(k) · DOL Form 5500 · 2023
Booth Patterson, P.C. 401(k) Plan
Data updated 2026-08-25
- $673K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $96,155
- Avg per participant Below avg balance/head
Official DOL plan name: Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust · Sponsored by Booth Patterson, P.C. · Michigan · Professional & Technical Services
$673K in assets, 7 participants
Booth Patterson, P.C.'s Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust reported $673K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,122 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust holds $673K for 7 participants - about $96,155 per participant, among the smaller plans by assets on file.
- #3,122
- in Professional & Technical Services (20,321 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust among the smaller filed plans by assets
Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$673,082 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust reported net income rose from -$207K in the plan year 2022 filing to -$21K in the plan year 2023 filing.
- Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust end-of-year assets fell from $695K in the plan year 2022 filing to $673K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 382993781 · Booth Patterson, P.C. PY 2023 · 401(k)
Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust · $673K · 7 · 20th
- BOOK $673K
- VS-ST 7
- BOY 20th
- SCH 401(k)
- EBSA near Carteret Management Corporation 401(k) Plan
- PART ind #3122
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 Michigan →
Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $695K |
|---|---|
| Net Assets (End of Year) | $673K |
| Net Income | -$21K |
| Employer EIN | 382993781 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Booth Patterson, P.C.)
Sponsor-wide plan assets over time
All Booth Patterson, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $742K 6.777347602544961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $695K |
| 2023 | 1 | 7 | $673K |
| 2024 | 1 | 6 | $742K |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Booth Patterson, P.C. 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Carteret Management Corporation 401(k) Plan in FL ($673K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($673K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.