401(k) · DOL Form 5500 · 2023

Patterson & Sheridan, LLP 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
155
Participants Small participant base
85th
Percentile by assets National rank
$295,229
Avg per participant High balance/head
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Official DOL plan name: Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · Sponsored by Patterson & Sheridan, LLP · Texas · Professional & Technical Services

$46M in assets, 155 participants

Patterson & Sheridan, LLP's Patterson & Sheridan, LLP Profit Sharing 401(k) Plan reported $46M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,399 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan covers 155 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $46M.

#17,399
in Professional & Technical Services (20,321 peers)
+20.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan's outsized position by total assets

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan vs every filed plan by assets

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

$45,760,557 Top 15% higher than 85% 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

Patterson & Sheridan, LLP Profit Sharing 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. Patterson & Sheridan, LLP Profit Sharing 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patterson & Sheridan, LLP Profit Sharing 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Patterson & Sheridan, LLP Profit Sharing 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Patterson & Sheridan, LLP Profit Sharing 401(k) Plan reported participants rose from 146 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223340889 · Patterson & Sheridan, LLP PY 2023 · 401(k)

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · $46M · 155 · 85th

  • EOY $46M
  • EOY 155
  • EOY 85th
  • EOY 401(k)
  • EOY near Retirement Savings Plan for Employees of Hibbert Company
  • EOY ind #17399

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 Texas →

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan in the asset neighbourhood

Eastern Metal Supply, Inc. 401(k) Profit Sharing PlanEastern Metal Supply, Inc. 4…$46MRetirement Savings Plan of Hy Cite Enterprises, LLCRetirement Savings Plan of H…$46MPatterson & Sheridan, LLP Profit Sharing 401(k) PlanPatterson & Sheridan, LLP Pr…$46MRetirement Savings Plan for Employees of Hibbert CompanyRetirement Savings Plan for …$46MJ. Craig Venter Institute, Inc. 401(k) PlanJ. Craig Venter Institute, I…$46M
End-of-year total assets ($M) among Patterson & Sheridan, LLP Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN223340889
Plan Effective Date1999-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson & Sheridan, LLP)

Sponsor-wide plan assets over time

All Patterson & Sheridan, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$54M 41.27742317329002% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38M $53.7M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 146 $38M
2023 1 155 $46M
2024 1 161 $54M

Nearby 401(k) Plans in Texas

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

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Patterson & Sheridan, LLP Profit Sharing 401(k) Plan, Total assets ($B): 0.045760557 · Participants: 155Patterson & Sheridan, LLP Profit Sharing 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Patterson & Sheridan, LLP Profit Sharing 401(k) Plan side-by-side with 3 peers →

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Retirement Savings Plan for Employees of Hibbert Company in NJ ($46M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Patterson & Sheridan, LLP Profit Sharing 401(k) Plan assets move in 2023? ▼
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan grew sharply - up 20.4% during 2023, from $38M to $46M. Reported net income was $8M.
How have Patterson & Sheridan, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson & Sheridan, LLP's sponsor-wide assets grew 41.3%, from $38M to $54M.
Where does Patterson & Sheridan, LLP Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Patterson & Sheridan, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Employees of Hibbert Company in NJ ($46M, 454 participants).
Which 401(k) plans cover a similar participant headcount to Patterson & Sheridan, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 223340889.

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.