401(k) · DOL Form 5500 · 2023

Patterson and Sons Inc. 401(k) Plan

Data updated 2026-08-25

$124K
Total assets Small plan by assets: 2
Participants Small participant base: 8th
Percentile by assets National rank: $62,077
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Patterson and Sons Inc. 401(k) Plan · Sponsored by Patterson and Sons Inc. · Missouri · Administrative & Support Services

$124K in assets, 2 participants

Patterson and Sons Inc.'s Patterson and Sons Inc. 401(k) Plan reported $124K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

#793 in Administrative & Support Services (4,372 peers)

Patterson and Sons Inc. multi-year trail

Patterson and Sons Inc.'s plans moved -64.6% in assets from 2022 to 2024; this filing shows Patterson and Sons Inc. 401(k) Plan at $124K / 2 participants.

#793
in Administrative & Support Services (4,372 peers): -76.2%
assets change YoY

The plan reported a net loss of $398K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patterson and Sons Inc. 401(k) Plan among the smaller filed plans by assets

Patterson and Sons Inc. 401(k) Plan vs every filed plan by assets

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

$124,153 8th percentile higher than 8% 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

Patterson and Sons Inc. 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. Patterson and Sons Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Patterson and Sons Inc. 401(k) Plan reported net income fell from $504K in the plan year 2022 filing to -$398K in the plan year 2023 filing.
Patterson and Sons Inc. 401(k) Plan end-of-year assets fell from $522K in the plan year 2022 filing to $124K in the plan year 2023 filing.
Patterson and Sons Inc. 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462441525 · Patterson and Sons Inc. PY 2023 · 401(k)

Patterson and Sons Inc. 401(k) Plan · $124K · 2 · 8th

SCH $124K
SCH 2
SCH 8th
SCH 401(k)
SCH near Ballast Advisory and Tax Services, Inc 401(k) Plan
SCH ind #793

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 Administrative & Support Services retirement plans → · Plans in Missouri →

End-of-year total assets ($M) among Patterson and Sons Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patterson and Sons Inc. multi-year asset trail

Latest sponsor-wide plan assets: $185K 64.5545074279101% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$522K
2023	1	2	$124K
2024	1	3	$185K

Patterson and Sons Inc. filing trail (2023)

Total Assets (Beginning of Year)	$522K
Net Assets (End of Year)	$124K
Net Income	-$398K
Employer EIN	462441525
Plan Effective Date	2013-03-29
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Patterson and Sons Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Patterson and Sons Inc. 401(k) Plan side-by-side with 3 peers →

Patterson and Sons Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ballast Advisory and Tax Services, Inc 401(k) Plan in CA ($124K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124K here).

Ballast Advisory and Tax Services, Inc 401(k) Plan (CA) $124K · 1
Cannonball Creamery Corp. 401(k) Plan (CA) $124K · N/A
Cone Internet Consulting Corporation 401(k) Profit Sharing Plan (IL) $124K · 2
Imperial Development Corporation 401(k) Plan (WA) $124K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 and Sons Inc. 401(k) Plan assets move in 2023? ▼

Patterson and Sons Inc. 401(k) Plan contracted severely - down 76.2% during 2023, from $522K to $124K. Reported net income was -$398K.

How have Patterson and Sons Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Patterson and Sons Inc.'s sponsor-wide assets declined 64.6%, from $522K to $185K.

Where does Patterson and Sons Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Patterson and Sons Inc. 401(k) Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Patterson and Sons Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ballast Advisory and Tax Services, Inc 401(k) Plan in CA ($124K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Patterson and Sons Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 462441525.