Profit Sharing · DOL Form 5500 · 2023

Patriot Capital Investment Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17K
Total assets Small plan by assets: 2
Participants Small participant base: 2nd
Percentile by assets National rank: $8,378
Avg per participant Low balance/head

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Official DOL plan name: Patriot Capital Investment Group, Inc. Retirement Plan · Sponsored by Patriot Capital Investment Group, Inc. · Oklahoma · Administrative & Support Services

$17K in assets, 2 participants

Patriot Capital Investment Group, Inc.'s Patriot Capital Investment Group, Inc. Retirement Plan reported $17K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

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

Patriot Capital Investment Group, Inc. multi-year trail

Patriot Capital Investment Group, Inc.'s plans moved -91.7% in assets from 2022 to 2023; this filing shows Patriot Capital Investment Group, Inc. Retirement Plan at $17K / 2 participants.

#182
in Administrative & Support Services (4,372 peers): -91.7%
assets change YoY

The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patriot Capital Investment Group, Inc. Retirement Plan among the smaller filed plans by assets

Patriot Capital Investment Group, Inc. Retirement Plan vs every filed plan by assets

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

$16,756 2nd percentile higher than 2% 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 Capital Investment Group, Inc. Retirement 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. Patriot Capital Investment Group, Inc. Retirement 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%)

Patriot Capital Investment Group, Inc. Retirement Plan reported net income fell from $201K in the plan year 2022 filing to -$184K in the plan year 2023 filing.
Patriot Capital Investment Group, Inc. Retirement Plan end-of-year assets fell from $201K in the plan year 2022 filing to $17K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 921190840 · Patriot Capital Investment Group, Inc. PY 2023 · Profit Sharing

Patriot Capital Investment Group, Inc. Retirement Plan · $17K · 2 · 2nd

RANK $17K
RANK 2
RANK 2nd
RANK Profit Sharing
RANK near First Light Realty Solutions, Inc. Retirement Plan
RANK ind #182

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 Oklahoma →

End-of-year total assets ($M) among Patriot Capital Investment Group, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Patriot Capital Investment Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $17K 91.6582449257974% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$201K
2023	1	2	$17K

Patriot Capital Investment Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$201K
Net Assets (End of Year)	$17K
Net Income	-$184K
Employer EIN	921190840
Plan Effective Date	2022-12-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Patriot Capital Investment Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants

Dolese Bros. Co. Profit Sharing Plan $121M · 992
Family & Children's Services 403(b) Plan $37M · 989
Eskridge Auto Group Profit Sharing Plan $27M · 141
Veenker Resources, Inc. Profit Sharing Plan $21M · 11
Messer-Bowers Profit Sharing Plan $9M · 40

Compare Patriot Capital Investment Group, Inc. Retirement Plan side-by-side with 3 peers →

Patriot Capital Investment Group, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is First Light Realty Solutions, Inc. Retirement Plan in CO ($17K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17K here).

First Light Realty Solutions, Inc. Retirement Plan (CO) $17K · 2
Km Squared Enterprises Incorporated Retirement Plan (SC) $17K · 1
The Thresholds Defined Contribution Retirement Plan (IL) $17K · 865
Hush-Hush Retirement Plan (NV) $17K · 1

Similar participant headcount

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

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 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 Patriot Capital Investment Group, Inc. Retirement Plan assets move in 2023? ▼

Patriot Capital Investment Group, Inc. Retirement Plan contracted severely - down 91.7% during 2023, from $201K to $17K. Reported net income was -$184K.

How have Patriot Capital Investment Group, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Patriot Capital Investment Group, Inc.'s sponsor-wide assets declined 91.7%, from $201K to $17K.

Where does Patriot Capital Investment Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Patriot Capital Investment Group, Inc. Retirement Plan ranks in the 2nd 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 Profit Sharing plans are similar in size to Patriot Capital Investment Group, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is First Light Realty Solutions, Inc. Retirement Plan in CO ($17K, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to Patriot Capital Investment Group, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 921190840.