401(k) · DOL Form 5500 · 2023
Patriot Growth Insurance Services, LLC 401(k) Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 1,622
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $67,523
- Avg per participant Below avg balance/head
Official DOL plan name: Patriot Growth Insurance Services, LLC 401(k) Plan · Sponsored by Patriot Growth Insurance Services, LLC · Pennsylvania · Finance & Insurance
$110M in assets, 1,622 participants
Patriot Growth Insurance Services, LLC's Patriot Growth Insurance Services, LLC 401(k) Plan reported $110M in total assets and 1,622 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,766 in Finance & Insurance (8,869 peers)
Where Patriot Growth Insurance Services, LLC 401(k) Plan sits by assets
Patriot Growth Insurance Services, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $110M for 1,622 participants (~$67,523/participant), up 46.1% in 2023.
- #7,766
- in Finance & Insurance (8,869 peers)
- +46.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Patriot Growth Insurance Services, LLC 401(k) Plan's outsized position by total assets
Patriot Growth Insurance Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$109,522,504 Top 8% higher than 92% 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
Patriot Growth Insurance Services, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patriot Growth Insurance Services, LLC 401(k) Plan lands in the large band (1,622 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Patriot Growth Insurance Services, LLC 401(k) Plan end-of-year assets rose from $75M in the plan year 2022 filing to $110M in the plan year 2023 filing.
- Patriot Growth Insurance Services, LLC 401(k) Plan reported participants rose from 1,115 in the plan year 2022 filing to 1,622 in the plan year 2023 filing.
- Patriot Growth Insurance Services, LLC 401(k) Plan reported net income rose from $25M in the plan year 2022 filing to $35M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 831204744 · Patriot Growth Insurance Services, LLC PY 2023 · 401(k)
Patriot Growth Insurance Services, LLC 401(k) Plan · $110M · 1,622 · 92nd
- PHOTO $110M
- PHOTO 1,622
- PHOTO 92nd
- PHOTO 401(k)
- PHOTO near Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan
- PHOTO ind #7766
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Patriot Growth Insurance Services, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $35M |
| Employer EIN | 831204744 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patriot Growth Insurance Services, LLC)
Sponsor-wide plan assets over time
All Patriot Growth Insurance Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 96.59432596856968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,115 | $75M |
| 2023 | 1 | 1,622 | $110M |
| 2024 | 1 | 1,734 | $147M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Patriot Growth Insurance Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI ($110M); by covered participants it is Jefferson Hospital Association 401(k) Retirement Savings Plan in AR (1,622 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan (MI) $110M · 4,482
- Russel Metals Inc. U.S. Retirement Savings Plan (WI) $110M · 824
- Airbus U.S. Space & Defense, Inc. 401(k) Retirement Plan (VA) $110M · 1,158
- Cable Television Laboratories, Inc. Profit Sharing Plan (CO) $109M · 224
Similar participant headcount
Nearest other-state filings by covered participants (1,622 participants); asset peers above are excluded.
- Jefferson Hospital Association 401(k) Retirement Savings Plan (AR) 1,622 · 0 off
- Heniff Companies 401(k) Retirement Savings Plan (IL) 1,622 · 0 off
- Strack & Van Til Retirement Plan (IN) 1,622 · 0 off
- Kansas City Southern 401(k) and Profit Sharing Plan (MO) 1,622 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.