401(k) · DOL Form 5500 · 2023

Patriot Transportation Holding, Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
507
Participants Below avg headcount
82nd
Percentile by assets National rank
$70,045
Avg per participant Below avg balance/head
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Official DOL plan name: Patriot Transportation Holding, Inc. 401(k) · Sponsored by Patriot Transportation Holding, Inc · Florida · Transportation & Warehousing

$36M in assets, 507 participants

Patriot Transportation Holding, Inc's Patriot Transportation Holding, Inc. 401(k) reported $36M in total assets and 507 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,694 in Transportation & Warehousing (3,362 peers)

Where Patriot Transportation Holding, Inc. 401(k) sits by assets

Patriot Transportation Holding, Inc. 401(k) sits in the top quartile of all filed plans by assets, $36M for 507 participants (~$70,045/participant), up 13.3% in 2023.

#2,694
in Transportation & Warehousing (3,362 peers)
+13.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Patriot Transportation Holding, Inc. 401(k)'s outsized position by total assets

Patriot Transportation Holding, Inc. 401(k) vs every filed plan by assets

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

$35,512,917 Top 18% higher than 82% 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

Patriot Transportation Holding, Inc. 401(k) 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. Patriot Transportation Holding, Inc. 401(k) sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patriot Transportation Holding, Inc. 401(k) reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Patriot Transportation Holding, Inc. 401(k) end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Patriot Transportation Holding, Inc. 401(k) reported participants fell from 528 in the plan year 2022 filing to 507 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472482414 · Patriot Transportation Holding, Inc PY 2023 · 401(k)

Patriot Transportation Holding, Inc. 401(k) · $36M · 507 · 82nd

  • TYPE $36M
  • NET 507
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Esperion Therapeutics, Inc. 401(k) Plan
  • SCH ind #2694

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 Florida →

Patriot Transportation Holding, Inc. 401(k) in the asset neighbourhood

Patriot Transportation Holding, Inc. 401(k)Patriot Transportation Holdi…$36MEsperion Therapeutics, Inc. 401(k) PlanEsperion Therapeutics, Inc. …$36MEndura Products, Inc. 401(k) Profit Sharing Plan and TrustEndura Products, Inc. 401(k)…$36MG&c Foods/Palmer Food Service - 401(k) Retirement PlanG&c Foods/Palmer Food Servic…$36MThe Mclean Retirement Plan$36M
End-of-year total assets ($M) among Patriot Transportation Holding, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN472482414
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patriot Transportation Holding, Inc)

Sponsor-wide plan assets over time

All Patriot Transportation Holding, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 20.785160654125583% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.3M $24.8M ▼ -20.8%
Year Plans Participants Total Assets
2022 1 528 $31M
2023 1 507 $36M
2024 1 497 $25M

Nearby 401(k) Plans in Florida

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

Patriot Transportation Holding, Inc. 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Patriot Transportation Holding, Inc. 401(k), Total assets ($B): 0.035512917 · Participants: 507Patriot Transportation Holding, Inc. 401(k)L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Patriot Transportation Holding, Inc. 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Patriot Transportation Holding, Inc. 401(k) side-by-side with 3 peers →

Patriot Transportation Holding, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Esperion Therapeutics, Inc. 401(k) Plan in MI ($36M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Patriot Transportation Holding, Inc. 401(k) assets move in 2023? ▼
Patriot Transportation Holding, Inc. 401(k) grew at a solid clip - up 13.3% during 2023, from $31M to $36M. Reported net income was $4M.
How have Patriot Transportation Holding, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriot Transportation Holding, Inc's sponsor-wide assets declined 20.8%, from $31M to $25M.
Where does Patriot Transportation Holding, Inc. 401(k) rank by assets among Form 5500 filers? ▼
Patriot Transportation Holding, Inc. 401(k) ranks in the 82nd 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 Patriot Transportation Holding, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Esperion Therapeutics, Inc. 401(k) Plan in MI ($36M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Patriot Transportation Holding, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (507 participants, $1M 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 472482414.

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.