401(k) · DOL Form 5500 · 2023

Patriarch Partners, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
31st
Percentile by assets National rank
$191,667
Avg per participant Above avg balance/head
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Official DOL plan name: Patriarch Partners, LLC 401(k) Retirement Plan · Sponsored by Patriarch Partners, LLC · New York · Finance & Insurance

$2M in assets, 11 participants

Patriarch Partners, LLC's Patriarch Partners, LLC 401(k) Retirement Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,887 in Finance & Insurance (8,869 peers)

2023 asset change

Patriarch Partners, LLC 401(k) Retirement Plan grew sharply 15.4% in 2023 ($2M → $2M) for 11 participants.

#1,887
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY

Patriarch Partners, LLC 401(k) Retirement Plan among the smaller filed plans by assets

Patriarch Partners, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$2,108,337 31st percentile higher than 31% 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

Patriarch Partners, LLC 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patriarch Partners, LLC 401(k) Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patriarch Partners, LLC 401(k) Retirement Plan reported net income rose from -$424K in the plan year 2022 filing to $282K in the plan year 2023 filing.
  • Patriarch Partners, LLC 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Patriarch Partners, LLC 401(k) Retirement Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134115946 · Patriarch Partners, LLC PY 2023 · 401(k)

Patriarch Partners, LLC 401(k) Retirement Plan · $2M · 11 · 31st

  • IND $2M
  • EOY 11
  • 5500 31st
  • ASSETS 401(k)
  • PCT near The Center for Forensic Economic Studies, Ltd. 401(k) Plan
  • EIN ind #1887

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 Finance & Insurance retirement plans → · Plans in New York →

Patriarch Partners, LLC 401(k) Retirement Plan in the asset neighbourhood

Patriarch Partners, LLC 401(k) Retirement PlanPatriarch Partners, LLC 401(…$2MThe Center for Forensic Economic Studies, Ltd. 401(k) PlanThe Center for Forensic Econ…$2MPhmg 401(k) Plan Trust$2MMortgage Lenders Investment Trading Corporation 401(k) PlanMortgage Lenders Investment …$2MPwc Planning for Tomorrow 403(b) FundPwc Planning for Tomorrow 40…$2M
End-of-year total assets ($M) among Patriarch Partners, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patriarch Partners, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Patriarch Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.403802519536041% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.83M $1.94M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 11 $2M
2024 1 12 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$282K
Employer EIN134115946
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Patriarch Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Patriarch Partners, LLC 401(k) Retirement Plan, Total assets ($B): 0.002108337 · Participants: 11Patriarch Partners, LLC 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Patriarch Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Patriarch Partners, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Patriarch Partners, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Center for Forensic Economic Studies, Ltd. 401(k) Plan in NJ ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Patriarch Partners, LLC 401(k) Retirement Plan assets move in 2023? ▼
Patriarch Partners, LLC 401(k) Retirement Plan grew sharply - up 15.4% during 2023, from $2M to $2M. Reported net income was $282K.
How have Patriarch Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriarch Partners, LLC's sponsor-wide assets grew 6.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Patriarch Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Center for Forensic Economic Studies, Ltd. 401(k) Plan in NJ ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Patriarch Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 134115946.

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.