401(k) · DOL Form 5500 · 2023

Chuck Patterson, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
95
Participants Small participant base
59th
Percentile by assets National rank
$106,224
Avg per participant Below avg balance/head
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Official DOL plan name: Chuck Patterson, Inc. 401(k) Profit Sharing Plan · Sponsored by Chuck Patterson, Inc. · California · Retail Trade

$10M in assets, 95 participants

Chuck Patterson, Inc.'s Chuck Patterson, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,856 in Retail Trade (8,414 peers)

Chuck Patterson, Inc. multi-year trail

Chuck Patterson, Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Chuck Patterson, Inc. 401(k) Profit Sharing Plan at $10M / 95 participants.

#5,856
in Retail Trade (8,414 peers)
+13.2%
assets growth YoY

Chuck Patterson, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,091,241 Top 41% higher than 59% 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

Chuck Patterson, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chuck Patterson, Inc. 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chuck Patterson, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Chuck Patterson, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Chuck Patterson, Inc. 401(k) Profit Sharing Plan reported participants fell from 105 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942644759 · Chuck Patterson, Inc. PY 2023 · 401(k)

Chuck Patterson, Inc. 401(k) Profit Sharing Plan · $10M · 95 · 59th

  • RANK $10M
  • PHOTO 95
  • IND 59th
  • EOY 401(k)
  • 5500 near Gerald Jones Automotive Group 401(k) Plan
  • ASSETS ind #5856

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 Retail Trade retirement plans → · Plans in California →

Chuck Patterson, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Chuck Patterson, Inc. 401(k) Profit Sharing PlanChuck Patterson, Inc. 401(k)…$10MGerald Jones Automotive Group 401(k) PlanGerald Jones Automotive Grou…$10MStar-Ledger / Nmdu 401(k) Savings PlanStar-Ledger / Nmdu 401(k) Sa…$10MMiller's Textile Services, Inc. 401(k) Profit Sharing PlanMiller's Textile Services, I…$10MHfcu Retirement Plan$10M
End-of-year total assets ($M) among Chuck Patterson, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chuck Patterson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chuck Patterson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.064278556866924% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.91M $12.8M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 105 $9M
2023 1 95 $10M
2024 1 92 $13M

Chuck Patterson, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN942644759
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Chuck Patterson, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010091241 · Participants: 95Chuck Patterson, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chuck Patterson, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Chuck Patterson, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gerald Jones Automotive Group 401(k) Plan in GA ($10M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Chuck Patterson, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Chuck Patterson, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $9M to $10M. Reported net income was $1M.
How have Chuck Patterson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chuck Patterson, Inc.'s sponsor-wide assets grew 44.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Chuck Patterson, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gerald Jones Automotive Group 401(k) Plan in GA ($10M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Chuck Patterson, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 942644759.

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.