401(k) · DOL Form 5500 · 2023

Patterson Pope, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
178
Participants Small participant base
71st
Percentile by assets National rank
$100,382
Avg per participant Below avg balance/head
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Official DOL plan name: Patterson Pope, Inc. 401(k) Profit Sharing Plan · Sponsored by Patterson Pope, Inc. · North Carolina · Wholesale Trade

$18M in assets, 178 participants

Patterson Pope, Inc.'s Patterson Pope, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,209 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Patterson Pope, Inc. 401(k) Profit Sharing Plan covers 178 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#4,209
in Wholesale Trade (6,309 peers)
+12.8%
assets growth YoY

Patterson Pope, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$17,867,918 Top 29% higher than 71% 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

Patterson Pope, Inc. 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. Patterson Pope, Inc. 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

  • Patterson Pope, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Patterson Pope, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Patterson Pope, Inc. 401(k) Profit Sharing Plan reported participants rose from 169 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560986683 · Patterson Pope, Inc. PY 2023 · 401(k)

Patterson Pope, Inc. 401(k) Profit Sharing Plan · $18M · 178 · 71st

  • RANK $18M
  • RANK 178
  • RANK 71st
  • RANK 401(k)
  • RANK near Weststar Mortgage Corporation 401(k) Savings Plan
  • RANK ind #4209

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 Wholesale Trade retirement plans → · Plans in North Carolina →

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

Patterson Pope, Inc. 401(k) Profit Sharing PlanPatterson Pope, Inc. 401(k) …$18MWeststar Mortgage Corporation 401(k) Savings PlanWeststar Mortgage Corporatio…$18MThe American Legion Employees Salary Savings PlanThe American Legion Employee…$18MUmgc Ventures, Inc. 401(k) PlanUmgc Ventures, Inc. 401(k) P…$18MRhode Island Novelty 401(k) Profit Sharing Plan & TrustRhode Island Novelty 401(k) …$18M
End-of-year total assets ($M) among Patterson Pope, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN560986683
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson Pope, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$48M 66.8791988836473% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29M $48.3M ▲ +66.9%
Year Plans Participants Total Assets
2022 2 327 $29M
2023 2 336 $39M
2024 2 340 $48M

Nearby 401(k) Plans in North Carolina

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

Patterson Pope, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Patterson Pope, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017867918 · Participants: 178Patterson Pope, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Patterson Pope, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Patterson Pope, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Weststar Mortgage Corporation 401(k) Savings Plan in NM ($18M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Patterson Pope, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Patterson Pope, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.8% during 2023, from $16M to $18M. Reported net income was $2M.
How have Patterson Pope, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson Pope, Inc.'s sponsor-wide assets grew 66.9%, from $29M to $48M.
Which 401(k) plans are similar in size to Patterson Pope, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weststar Mortgage Corporation 401(k) Savings Plan in NM ($18M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Patterson Pope, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 560986683.

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.