401(k) · DOL Form 5500 · 2023

Patenaude & Felix, a.P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
46th
Percentile by assets National rank
$55,165
Avg per participant Low balance/head
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Official DOL plan name: Patenaude & Felix, Apc 401(k) Profit Sharing Plan · Sponsored by Patenaude & Felix, a.P.C. · California · Professional & Technical Services

$5M in assets, 99 participants

Patenaude & Felix, a.P.C.'s Patenaude & Felix, Apc 401(k) Profit Sharing Plan reported $5M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,941 in Professional & Technical Services (20,321 peers)

Patenaude & Felix, a.P.C. multi-year trail

Patenaude & Felix, a.P.C.'s plans moved +20.8% in assets from 2022 to 2023; this filing shows Patenaude & Felix, Apc 401(k) Profit Sharing Plan at $5M / 99 participants.

#8,941
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY

Patenaude & Felix, Apc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Patenaude & Felix, Apc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,461,383 46th percentile higher than 46% 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

Patenaude & Felix, Apc 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. Patenaude & Felix, Apc 401(k) Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patenaude & Felix, Apc 401(k) Profit Sharing Plan reported net income rose from -$736K in the plan year 2022 filing to $940K in the plan year 2023 filing.
  • Patenaude & Felix, Apc 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Patenaude & Felix, Apc 401(k) Profit Sharing Plan reported participants fell from 103 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330749423 · Patenaude & Felix, a.P.C. PY 2023 · 401(k)

Patenaude & Felix, Apc 401(k) Profit Sharing Plan · $5M · 99 · 46th

  • 5500 $5M
  • 5500 99
  • 5500 46th
  • 5500 401(k)
  • 5500 near Regional Hospice & Home Care 401(k) Profit Sharing Plan & Trust
  • 5500 ind #8941

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 Professional & Technical Services retirement plans → · Plans in California →

Patenaude & Felix, Apc 401(k) Profit Sharing Plan in the asset neighbourhood

Patenaude & Felix, Apc 401(k) Profit Sharing PlanPatenaude & Felix, Apc 401(k…$5MRegional Hospice & Home Care 401(k) Profit Sharing Plan & TrustRegional Hospice & Home Care…$5MRebar Systems, LLC 401(k) PlanRebar Systems, LLC 401(k) Pl…$5MLepercq, De Neuflize & Co., Inc. 401(k) PlanLepercq, De Neuflize & Co., …$5MFactor 401(k) Retirement Plan$5M
End-of-year total assets ($M) among Patenaude & Felix, Apc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patenaude & Felix, a.P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Patenaude & Felix, a.P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.778104980459247% vs 2022
2023 filing year
$4M$4.5M$5M$5.5M$6M 20222023 $4.52M $5.46M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 103 $5M
2023 1 99 $5M

Patenaude & Felix, a.P.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$940K
Employer EIN330749423
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Patenaude & Felix, Apc 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 ($B) Participants Patenaude & Felix, Apc 401(k) Profit Sharing Plan, Total assets ($B): 0.005461383 · Participants: 99Patenaude & Felix, Apc 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
Patenaude & Felix, Apc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Patenaude & Felix, Apc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Patenaude & Felix, Apc 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 Regional Hospice & Home Care 401(k) Profit Sharing Plan & Trust in CT ($5M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Patenaude & Felix, Apc 401(k) Profit Sharing Plan assets move in 2023? ▼
Patenaude & Felix, Apc 401(k) Profit Sharing Plan grew sharply - up 20.8% during 2023, from $5M to $5M. Reported net income was $940K.
How have Patenaude & Felix, a.P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Patenaude & Felix, a.P.C.'s sponsor-wide assets grew 20.8%, from $5M to $5M.
Which 401(k) plans are similar in size to Patenaude & Felix, Apc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regional Hospice & Home Care 401(k) Profit Sharing Plan & Trust in CT ($5M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Patenaude & Felix, Apc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 330749423.

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.