Profit Sharing · DOL Form 5500 · 2024

Patrick and Co. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
41st
Percentile by assets National rank
$329,518
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Patrick and Co. Profit Sharing Plan · Sponsored by Patrick and Co. · California · Retail Trade

$5M in assets, 14 participants

Patrick and Co.'s Patrick and Co. Profit Sharing Plan reported $5M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,129 in Retail Trade (8,048 peers)

Patrick and Co. multi-year trail

Patrick and Co.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows Patrick and Co. Profit Sharing Plan at $5M / 14 participants.

#4,129
in Retail Trade (8,048 peers)
+14.1%
assets growth YoY

Patrick and Co. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Patrick and Co. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,613,247 41st percentile higher than 41% of 123,620 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 2024

Patrick and Co. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patrick and Co. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patrick and Co. Profit Sharing Plan reported net income rose from $494K in the plan year 2023 filing to $569K in the plan year 2024 filing.
  • Patrick and Co. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 940755890 · Patrick and Co. PY 2024 · Profit Sharing

Patrick and Co. Profit Sharing Plan · $5M · 14 · 41st

  • NET $5M
  • NET 14
  • NET 41st
  • NET Profit Sharing
  • NET near Crb Caribe 1165(e) Profit Sharing Plan
  • NET ind #4129

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 →

Patrick and Co. Profit Sharing Plan in the asset neighbourhood

Mccutcheon Associates, PA Profit Sharing PlanMccutcheon Associates, PA Pr…$5MRandall S. Honda, D.D.S. Inc. Profit Sharing PlanRandall S. Honda, D.D.S. Inc…$5MPatrick and Co. Profit Sharing PlanPatrick and Co. Profit Shari…$5MCrb Caribe 1165(e) Profit Sharing PlanCrb Caribe 1165(e) Profit Sh…$5MMarvin M Siegel Cpa PC Profit Sharing Plan and TruMarvin M Siegel Cpa PC Profi…$5M
End-of-year total assets ($M) among Patrick and Co. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Patrick and Co. multi-year asset trail

Sponsor-wide plan assets over time

All Patrick and Co. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.94381139467059% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.61M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 14 $4M
2024 1 14 $5M

Patrick and Co. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$569K
Employer EIN940755890
Plan Effective Date1951-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Patrick and Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Patrick and Co. Profit Sharing Plan, Total assets ($B): 0.004613247 · Participants: 14Patrick and Co. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Patrick and Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Patrick and Co. Profit Sharing Plan side-by-side with 3 peers →

Patrick and Co. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Crb Caribe 1165(e) Profit Sharing Plan in PR ($5M); by covered participants it is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Patrick and Co. Profit Sharing Plan assets move in 2024? ▼
Patrick and Co. Profit Sharing Plan grew at a solid clip - up 14.1% during 2024, from $4M to $5M. Reported net income was $569K.
How have Patrick and Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick and Co.'s sponsor-wide assets grew 29.9%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Patrick and Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Crb Caribe 1165(e) Profit Sharing Plan in PR ($5M, 48 participants).
Which Profit Sharing plans cover a similar participant headcount to Patrick and Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940755890.

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.