401(k) · DOL Form 5500 · 2023

Patient Advocate Foundation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
247
Participants Below avg headcount
63rd
Percentile by assets National rank
$49,660
Avg per participant Low balance/head
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Official DOL plan name: Paf 401(k) Plan · Sponsored by Patient Advocate Foundation · Virginia · Other Services

$12M in assets, 247 participants

Patient Advocate Foundation's Paf 401(k) Plan reported $12M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,224 in Other Services (7,857 peers)

Coverage in Virginia

Paf 401(k) Plan covers 247 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $12M.

#6,224
in Other Services (7,857 peers)
+26.9%
assets growth YoY

Paf 401(k) Plan's mid-pack asset rank among Other Services and all filers

Paf 401(k) Plan vs every filed plan by assets

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

$12,266,049 Top 37% higher than 63% 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

Paf 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paf 401(k) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paf 401(k) Plan reported net income rose from -$805K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Paf 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Paf 401(k) Plan reported participants rose from 228 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541806317 · Patient Advocate Foundation PY 2023 · 401(k)

Paf 401(k) Plan · $12M · 247 · 63rd

  • RANK $12M
  • RANK 247
  • RANK 63rd
  • RANK 401(k)
  • RANK near Noah 403(b) Plan
  • RANK ind #6224

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 Other Services retirement plans → · Plans in Virginia →

Paf 401(k) Plan in the asset neighbourhood

Paf 401(k) Plan$12MNoah 403(b) Plan$12MGeis Construction, Inc. 401(k) Profit Sharing PlanGeis Construction, Inc. 401(…$12MEpsilyte Holdings LLC 401(k) PlanEpsilyte Holdings LLC 401(k)…$12MScarlet Pearl Casino Resort 401(k) PlanScarlet Pearl Casino Resort …$12M
End-of-year total assets ($M) among Paf 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN541806317
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patient Advocate Foundation)

Sponsor-wide plan assets over time

All Patient Advocate Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 54.25636439111222% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.66M $14.9M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 228 $10M
2023 1 247 $12M
2024 1 228 $15M

Nearby 401(k) Plans in Virginia

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

Paf 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Paf 401(k) Plan, Total assets ($B): 0.012266049 · Participants: 247Paf 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Paf 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Paf 401(k) Plan side-by-side with 3 peers →

Paf 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Noah 403(b) Plan in AZ ($12M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Paf 401(k) Plan assets move in 2023? ▼
Paf 401(k) Plan grew sharply - up 26.9% during 2023, from $10M to $12M. Reported net income was $3M.
How have Patient Advocate Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patient Advocate Foundation's sponsor-wide assets grew 54.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Paf 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noah 403(b) Plan in AZ ($12M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Paf 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 541806317.

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.