401(k) · DOL Form 5500 · 2023

Patriot Software Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
445
Participants Below avg headcount
65th
Percentile by assets National rank
$30,337
Avg per participant Low balance/head
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Official DOL plan name: Foxhire / Patriot Software 401(k) Plan · Sponsored by Patriot Software Company · Ohio · Professional & Technical Services

$14M in assets, 445 participants

Patriot Software Company's Foxhire / Patriot Software 401(k) Plan reported $14M in total assets and 445 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,060 in Professional & Technical Services (20,321 peers)

Patriot Software Company multi-year trail

Patriot Software Company's plans moved +68.8% in assets from 2022 to 2024; this filing shows Foxhire / Patriot Software 401(k) Plan at $14M / 445 participants.

#13,060
in Professional & Technical Services (20,321 peers)
+32.8%
assets growth YoY

Foxhire / Patriot Software 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Foxhire / Patriot Software 401(k) Plan vs every filed plan by assets

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

$13,500,012 Top 35% higher than 65% 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

Foxhire / Patriot Software 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. Foxhire / Patriot Software 401(k) Plan sits mid-pack in the medium band (445 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foxhire / Patriot Software 401(k) Plan reported net income rose from -$89K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Foxhire / Patriot Software 401(k) Plan reported participants rose from 334 in the plan year 2022 filing to 445 in the plan year 2023 filing.
  • Foxhire / Patriot Software 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611787822 · Patriot Software Company PY 2023 · 401(k)

Foxhire / Patriot Software 401(k) Plan · $14M · 445 · 65th

  • PCT $14M
  • PCT 445
  • PCT 65th
  • PCT 401(k)
  • PCT near Sun West Mortgage Co., 401(k) Plan
  • PCT ind #13060

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Foxhire / Patriot Software 401(k) Plan in the asset neighbourhood

Foxhire / Patriot Software 401(k) PlanFoxhire / Patriot Software 4…$14MSun West Mortgage Co., 401(k) PlanSun West Mortgage Co., 401(k…$14MSigntech 401(k) Plan$13MMobro Marine, Inc. 401(k) PlanMobro Marine, Inc. 401(k) Pl…$14MW. D. Matthews Machinery Co. 401(k) PlanW. D. Matthews Machinery Co.…$13M
End-of-year total assets ($M) among Foxhire / Patriot Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patriot Software Company multi-year asset trail

Sponsor-wide plan assets over time

All Patriot Software Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 68.80461636092622% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.2M $17.2M ▲ +68.9%
Year Plans Participants Total Assets
2022 1 334 $10M
2023 1 445 $14M
2024 1 369 $17M

Patriot Software Company filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN611787822
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Foxhire / Patriot Software 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Foxhire / Patriot Software 401(k) Plan, Total assets ($B): 0.013500012 · Participants: 445Foxhire / Patriot Software 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Foxhire / Patriot Software 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Foxhire / Patriot Software 401(k) Plan side-by-side with 3 peers →

Foxhire / Patriot Software 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sun West Mortgage Co., 401(k) Plan in CA ($14M); by covered participants it is Conewago Holdings, Inc 401(k) Plan in PA (445 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Foxhire / Patriot Software 401(k) Plan assets move in 2023? ▼
Foxhire / Patriot Software 401(k) Plan surged - up 32.8% during 2023, from $10M to $14M. Reported net income was $3M.
How have Patriot Software Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriot Software Company's sponsor-wide assets grew 68.8%, from $10M to $17M.
Which 401(k) plans are similar in size to Foxhire / Patriot Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sun West Mortgage Co., 401(k) Plan in CA ($14M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Foxhire / Patriot Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conewago Holdings, Inc 401(k) Plan in PA (445 participants, $33M 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 611787822.

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.