401(k) · DOL Form 5500 · 2023

Pattilly Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$517K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$129,248
Avg per participant Near avg balance/head
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Official DOL plan name: Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Pattilly Enterprises, Inc. · Indiana · Construction

$517K in assets, 4 participants

Pattilly Enterprises, Inc.'s Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan reported $517K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,493 in Construction (9,030 peers)

Pattilly Enterprises, Inc. multi-year trail

Pattilly Enterprises, Inc.'s plans moved +405.1% in assets from 2022 to 2024; this filing shows Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan at $517K / 4 participants.

#1,493
in Construction (9,030 peers)
+317.0%
assets growth YoY

Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$516,990 18th percentile higher than 18% 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

Pattilly Enterprises, Inc. 401(k) Profit Sharing 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. Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$53K in the plan year 2022 filing to $393K in the plan year 2023 filing.
  • Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $124K in the plan year 2022 filing to $517K in the plan year 2023 filing.
  • Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853668969 · Pattilly Enterprises, Inc. PY 2023 · 401(k)

Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan · $517K · 4 · 18th

  • RANK $517K
  • PHOTO 4
  • IND 18th
  • EOY 401(k)
  • 5500 near Nwv Enterprises Inc. Retirement Plan
  • ASSETS ind #1493

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 Construction retirement plans → · Plans in Indiana →

Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pattilly Enterprises, Inc. 401(k) Profit Sharing PlanPattilly Enterprises, Inc. 4…$517KNwv Enterprises Inc. Retirement PlanNwv Enterprises Inc. Retirem…$517KGrbam Inc. 401(k) Plan$517KNorsk Hospitality Corp. 401(k) PlanNorsk Hospitality Corp. 401(…$517KSunshine Speech Language Thera 401(k) Profit Sharing Plan & TrustSunshine Speech Language The…$517K
End-of-year total assets ($M) among Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pattilly Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pattilly Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$626K 405.0909530915984% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.12M $0.63M ▲ +425.0%
Year Plans Participants Total Assets
2022 1 2 $124K
2023 1 4 $517K
2024 1 4 $626K

Pattilly Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$124K
Net Assets (End of Year)$517K
Net Income$393K
Employer EIN853668969
Plan Effective Date2020-10-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00051699 · Participants: 4Pattilly Enterprises, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Nwv Enterprises Inc. Retirement Plan in CA ($517K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($517K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan surged - up 317.0% during 2023, from $124K to $517K. Reported net income was $393K.
How have Pattilly Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pattilly Enterprises, Inc.'s sponsor-wide assets grew 405.1%, from $124K to $626K.
Where does Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 18th 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 Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nwv Enterprises Inc. Retirement Plan in CA ($517K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Pattilly Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 853668969.

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.