401(k) · DOL Form 5500 · 2023

Pattison Sand Company, L.L.C. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
178
Participants Small participant base
56th
Percentile by assets National rank
$49,263
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan · Sponsored by Pattison Sand Company, L.L.C. · Iowa · Transportation & Warehousing

$9M in assets, 178 participants

Pattison Sand Company, L.L.C.'s Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan reported $9M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,902 in Transportation & Warehousing (3,362 peers)

Coverage in Iowa

Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan covers 178 participants in Iowa, about 29% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#1,902
in Transportation & Warehousing (3,362 peers)
+27.6%
assets growth YoY

Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,768,896 Top 44% higher than 56% 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

Pattison Sand Company, L.L.C. 401(k) Profit Sharing 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. Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan reported net income rose from -$849K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan reported participants rose from 135 in the plan year 2022 filing to 178 in the plan year 2023 filing.
  • Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260130847 · Pattison Sand Company, L.L.C. PY 2023 · 401(k)

Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan · $9M · 178 · 56th

  • EBSA $9M
  • EBSA 178
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Baldwin Paving Co., Inc. 401(k) Plan
  • EBSA ind #1902

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 Transportation & Warehousing retirement plans → · Plans in Iowa →

Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Pattison Sand Company, L.L.C. 401(k) Profit Sharing PlanPattison Sand Company, L.L.C…$9MBaldwin Paving Co., Inc. 401(k) PlanBaldwin Paving Co., Inc. 401…$9MFedchoice Federal Credit Union 401(k) Plan & TrustFedchoice Federal Credit Uni…$9MRainbows United 401(k) Plan$9MChemcote, Inc. 401(k) Profit Sharing PlanChemcote, Inc. 401(k) Profit…$9M
End-of-year total assets ($M) among Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN260130847
Plan Effective Date1976-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Pattison Sand Company, L.L.C.)

Sponsor-wide plan assets over time

All Pattison Sand Company, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.3304878137531% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.87M $9.92M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 135 $7M
2023 1 178 $9M
2024 1 187 $10M

Nearby 401(k) Plans in Iowa

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

Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.008768896 · Participants: 178Pattison Sand Company, L.L.C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Baldwin Paving Co., Inc. 401(k) Plan in GA ($9M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan assets move in 2023?
Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan grew sharply - up 27.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Pattison Sand Company, L.L.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pattison Sand Company, L.L.C.'s sponsor-wide assets grew 44.3%, from $7M to $10M.
Which 401(k) plans are similar in size to Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Baldwin Paving Co., Inc. 401(k) Plan in GA ($9M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Pattison Sand Company, L.L.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A in assets).