401(k) · DOL Form 5500 · 2024

Patten Gp, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
102
Participants Small participant base
45th
Percentile by assets National rank
$57,010
Avg per participant Low balance/head
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Official DOL plan name: Patten Title Companies Retirement Plan · Sponsored by Patten Gp, LLC · Texas · Real Estate

$6M in assets, 102 participants

Patten Gp, LLC's Patten Title Companies Retirement Plan reported $6M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,956 in Real Estate (4,605 peers)

Coverage in Texas

Patten Title Companies Retirement Plan covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#2,956
in Real Estate (4,605 peers)
+38.3%
assets growth YoY

Patten Title Companies Retirement Plan's mid-pack asset rank among Real Estate and all filers

Patten Title Companies Retirement Plan vs every filed plan by assets

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

$5,814,981 45th percentile higher than 45% 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

Patten Title Companies Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patten Title Companies Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patten Title Companies Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Patten Title Companies Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Patten Title Companies Retirement Plan reported participants fell from 104 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 832734995 · Patten Gp, LLC PY 2024 · 401(k)

Patten Title Companies Retirement Plan · $6M · 102 · 45th

  • SCH $6M
  • EBSA 102
  • PART 45th
  • TYPE 401(k)
  • NET near Roh, Incorporated 401(k) Plan
  • BOOK ind #2956

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 Real Estate retirement plans → · Plans in Texas →

Patten Title Companies Retirement Plan in the asset neighbourhood

Roh, Incorporated 401(k) Plan$6MEstefan Enterprises Inc 401(k) Profit Sharing PlanEstefan Enterprises Inc 401(…$6MCamden Coalition of Healthcare 401(k) Profit Sharing Plan and TrustCamden Coalition of Healthca…$6MPatten Title Companies Retirement PlanPatten Title Companies Retir…$6MSouth Everson Lumber Company Inc. 401(k) Savings PlanSouth Everson Lumber Company…$6M
End-of-year total assets ($M) among Patten Title Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN832734995
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patten Gp, LLC)

Sponsor-wide plan assets over time

All Patten Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 96.68582457123026% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.96M $5.81M ▲ +96.3%
Year Plans Participants Total Assets
2022 1 125 $3M
2023 1 104 $4M
2024 1 102 $6M

Nearby 401(k) Plans in Texas

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

Patten Title Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Patten Title Companies Retirement Plan, Total assets ($B): 0.005814981 · Participants: 102Patten Title Companies Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Patten Title Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Patten Title Companies Retirement Plan side-by-side with 3 peers →

Patten Title Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Roh, Incorporated 401(k) Plan in VA ($6M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Patten Title Companies Retirement Plan assets move in 2024? ▼
Patten Title Companies Retirement Plan surged - up 38.3% during 2024, from $4M to $6M. Reported net income was $2M.
How have Patten Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patten Gp, LLC's sponsor-wide assets grew 96.7%, from $3M to $6M.
Which 401(k) plans are similar in size to Patten Title Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roh, Incorporated 401(k) Plan in VA ($6M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Patten Title Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants, N/A 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 832734995.

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.