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
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
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.
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
Iowa filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 260130847 |
| Plan Effective Date | 1976-06-28 |
| Filing Status | FILING 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
| 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.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust (NY) 178 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 178 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 178 · 0 off
- Revolution Industrial LLC 401(k) Plan (AZ) 178 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.