401(k) · DOL Form 5500 · 2023

Pattillo Management, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
27
Participants Small participant base
64th
Percentile by assets National rank
$466,319
Avg per participant High balance/head
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Official DOL plan name: Pattillo Management, Inc. 401(k) Plan · Sponsored by Pattillo Management, Inc. · Georgia · Real Estate

$13M in assets, 27 participants

Pattillo Management, Inc.'s Pattillo Management, Inc. 401(k) Plan reported $13M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,785 in Real Estate (4,727 peers)

Pattillo Management, Inc. multi-year trail

Pattillo Management, Inc.'s plans moved +40.0% in assets from 2022 to 2024; this filing shows Pattillo Management, Inc. 401(k) Plan at $13M / 27 participants.

#3,785
in Real Estate (4,727 peers)
+25.1%
assets growth YoY

Pattillo Management, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Pattillo Management, Inc. 401(k) Plan vs every filed plan by assets

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

$12,590,616 Top 36% higher than 64% 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

Pattillo Management, Inc. 401(k) 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. Pattillo Management, Inc. 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pattillo Management, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pattillo Management, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Pattillo Management, Inc. 401(k) Plan reported participants rose from 26 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 830439986 · Pattillo Management, Inc. PY 2023 · 401(k)

Pattillo Management, Inc. 401(k) Plan · $13M · 27 · 64th

  • RANK $13M
  • RANK 27
  • RANK 64th
  • RANK 401(k)
  • RANK near Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust
  • RANK ind #3785

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 Real Estate retirement plans → · Plans in Georgia →

Pattillo Management, Inc. 401(k) Plan in the asset neighbourhood

Pattillo Management, Inc. 401(k) PlanPattillo Management, Inc. 40…$13MCortese Dodge Inc 401(k) Profit Sharing Plan and TrustCortese Dodge Inc 401(k) Pro…$13MAco, Inc Tax Favored Savings PlanAco, Inc Tax Favored Savings…$13MU.S. Zinc 401(k) Profit Sharing PlanU.S. Zinc 401(k) Profit Shar…$13MKeith Smith Company, Inc Employee PspKeith Smith Company, Inc Emp…$13M
End-of-year total assets ($M) among Pattillo Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pattillo Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pattillo Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 40.0038820801748% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $14.1M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 26 $10M
2023 1 27 $13M
2024 1 28 $14M

Pattillo Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN830439986
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Pattillo Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Pattillo Management, Inc. 401(k) Plan, Total assets ($B): 0.012590616 · Participants: 27Pattillo Management, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Pattillo Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pattillo Management, Inc. 401(k) Plan side-by-side with 3 peers →

Pattillo Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust in NY ($13M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Pattillo Management, Inc. 401(k) Plan assets move in 2023? ▼
Pattillo Management, Inc. 401(k) Plan grew sharply - up 25.1% during 2023, from $10M to $13M. Reported net income was $3M.
How have Pattillo Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pattillo Management, Inc.'s sponsor-wide assets grew 40.0%, from $10M to $14M.
Which 401(k) plans are similar in size to Pattillo Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust in NY ($13M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Pattillo Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 830439986.

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.