401(k) · DOL Form 5500 · 2023

Blair, Bondurant, & Patterson, P.a. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$833,045
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blair, Bondurant, & Patterson, P.a. 401(k) Plan · Sponsored by Blair, Bondurant, & Patterson, P.a. · Mississippi · Professional & Technical Services

$5M in assets, 6 participants

Blair, Bondurant, & Patterson, P.a.'s Blair, Bondurant, & Patterson, P.a. 401(k) Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,571 in Professional & Technical Services (20,321 peers)

Blair, Bondurant, & Patterson, P.a. multi-year trail

Blair, Bondurant, & Patterson, P.a.'s plans moved +34.5% in assets from 2022 to 2024; this filing shows Blair, Bondurant, & Patterson, P.a. 401(k) Plan at $5M / 6 participants.

#8,571
in Professional & Technical Services (20,321 peers)
+12.0%
assets growth YoY

Blair, Bondurant, & Patterson, P.a. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Blair, Bondurant, & Patterson, P.a. 401(k) Plan vs every filed plan by assets

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

$4,998,272 44th percentile higher than 44% 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

Blair, Bondurant, & Patterson, P.a. 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. Blair, Bondurant, & Patterson, P.a. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blair, Bondurant, & Patterson, P.a. 401(k) Plan reported net income rose from -$775K in the plan year 2022 filing to $535K in the plan year 2023 filing.
  • Blair, Bondurant, & Patterson, P.a. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640888439 · Blair, Bondurant, & Patterson, P.a. PY 2023 · 401(k)

Blair, Bondurant, & Patterson, P.a. 401(k) Plan · $5M · 6 · 44th

  • SCH $5M
  • EBSA 6
  • PART 44th
  • TYPE 401(k)
  • NET near Westmount Realty Group Employees' 401(k) Plan
  • BOOK ind #8571

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 Mississippi →

Blair, Bondurant, & Patterson, P.a. 401(k) Plan in the asset neighbourhood

Blair, Bondurant, & Patterson, P.a. 401(k) PlanBlair, Bondurant, & Patterso…$5MWestmount Realty Group Employees' 401(k) PlanWestmount Realty Group Emplo…$5MBetter World Books 401(k) Profit Sharing PlanBetter World Books 401(k) Pr…$5MQuartile 401(k) Plan$5MMainscape, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Blair, Bondurant, & Patterson, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Blair, Bondurant, & Patterson, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Blair, Bondurant, & Patterson, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.460102459902586% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.46M $6M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $5M
2024 1 5 $6M

Blair, Bondurant, & Patterson, P.a. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$535K
Employer EIN640888439
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Blair, Bondurant, & Patterson, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Blair, Bondurant, & Patterson, P.a. 401(k) Plan, Total assets ($M): 4.998272 · Participants: 6Blair, Bondurant, & Patterson, P.a. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Blair, Bondurant, & Patterson, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Blair, Bondurant, & Patterson, P.a. 401(k) Plan side-by-side with 3 peers →

Blair, Bondurant, & Patterson, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Westmount Realty Group Employees' 401(k) Plan in TX ($5M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Blair, Bondurant, & Patterson, P.a. 401(k) Plan assets move in 2023? ▼
Blair, Bondurant, & Patterson, P.a. 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $4M to $5M. Reported net income was $535K.
How have Blair, Bondurant, & Patterson, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blair, Bondurant, & Patterson, P.a.'s sponsor-wide assets grew 34.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Blair, Bondurant, & Patterson, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westmount Realty Group Employees' 401(k) Plan in TX ($5M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Blair, Bondurant, & Patterson, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 640888439.

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.