401(k) · DOL Form 5500 · 2023

Patriot Equity Group, Inc. 401(k) Plan

Data updated 2026-08-25

$228K
Total assets Small plan by assets
10
Participants Small participant base
12th
Percentile by assets National rank
$22,770
Avg per participant Low balance/head
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Official DOL plan name: Patriot Equity Group, Inc. 401(k) Plan · Sponsored by Patriot Equity Group, Inc. · Nevada · Retail Trade

$228K in assets, 10 participants

Patriot Equity Group, Inc.'s Patriot Equity Group, Inc. 401(k) Plan reported $228K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,589 in Retail Trade (8,414 peers)

Patriot Equity Group, Inc. multi-year trail

Patriot Equity Group, Inc.'s plans moved -72.1% in assets from 2022 to 2024; this filing shows Patriot Equity Group, Inc. 401(k) Plan at $228K / 10 participants.

#1,589
in Retail Trade (8,414 peers)
-28.4%
assets change YoY

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patriot Equity Group, Inc. 401(k) Plan among the smaller filed plans by assets

Patriot Equity Group, Inc. 401(k) Plan vs every filed plan by assets

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

$227,697 12th percentile higher than 12% 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

Patriot Equity Group, 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. Patriot Equity Group, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patriot Equity Group, Inc. 401(k) Plan end-of-year assets fell from $318K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Patriot Equity Group, Inc. 401(k) Plan reported net income rose from -$97K in the plan year 2022 filing to -$90K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 834472354 · Patriot Equity Group, Inc. PY 2023 · 401(k)

Patriot Equity Group, Inc. 401(k) Plan · $228K · 10 · 12th

  • EOY $228K
  • EOY 10
  • EOY 12th
  • EOY 401(k)
  • EOY near Positively Zaborniak Incorporated 401(k) Profit Sharing Plan
  • EOY ind #1589

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 Nevada →

Patriot Equity Group, Inc. 401(k) Plan in the asset neighbourhood

Patriot Equity Group, Inc. 401(k) PlanPatriot Equity Group, Inc. 4…$228KPositively Zaborniak Incorporated 401(k) Profit Sharing PlanPositively Zaborniak Incorpo…$228KSydbro 401(k)$228KTc Holdings Group, Inc.401(k) PlanTc Holdings Group, Inc.401(k…$228K913 Company 401(k) Plan$228K
End-of-year total assets ($M) among Patriot Equity Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patriot Equity Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Patriot Equity Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89K 72.06480532625848% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.32M $0.09M ▼ -71.9%
Year Plans Participants Total Assets
2022 1 10 $318K
2023 1 10 $228K
2024 1 8 $89K

Patriot Equity Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$318K
Net Assets (End of Year)$228K
Net Income-$90K
Employer EIN834472354
Plan Effective Date2019-04-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Patriot Equity Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Patriot Equity Group, Inc. 401(k) Plan, Total assets ($B): 0.000227697 · Participants: 10Patriot Equity Group, Inc. 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Patriot Equity Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Patriot Equity Group, Inc. 401(k) Plan side-by-side with 3 peers →

Patriot Equity Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Positively Zaborniak Incorporated 401(k) Profit Sharing Plan in OH ($228K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($228K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Patriot Equity Group, Inc. 401(k) Plan assets move in 2023? ▼
Patriot Equity Group, Inc. 401(k) Plan declined sharply - down 28.4% during 2023, from $318K to $228K. Reported net income was -$90K.
How have Patriot Equity Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriot Equity Group, Inc.'s sponsor-wide assets declined 72.1%, from $318K to $89K.
Where does Patriot Equity Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Patriot Equity Group, Inc. 401(k) Plan ranks in the 12th 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 Patriot Equity Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Positively Zaborniak Incorporated 401(k) Profit Sharing Plan in OH ($228K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Patriot Equity Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 834472354.

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.