401(k) · DOL Form 5500 · 2024

Patriarch Partners, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$161,944
Avg per participant Above avg balance/head
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Official DOL plan name: Patriarch Partners, LLC 401(k) Retirement Plan · Sponsored by Patriarch Partners, LLC · New York · Finance & Insurance

$2M in assets, 12 participants

Patriarch Partners, LLC's Patriarch Partners, LLC 401(k) Retirement Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,558 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Patriarch Partners, LLC 401(k) Retirement Plan holds $2M for 12 participants - about $161,944 per participant, in the lower half of filed plans by assets.

#1,558
in Finance & Insurance (8,549 peers)
-7.8%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patriarch Partners, LLC 401(k) Retirement Plan among the smaller filed plans by assets

Patriarch Partners, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$1,943,325 29th percentile higher than 29% 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

Patriarch Partners, LLC 401(k) Retirement 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. Patriarch Partners, LLC 401(k) Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patriarch Partners, LLC 401(k) Retirement Plan reported net income fell from $282K in the plan year 2023 filing to -$165K in the plan year 2024 filing.
  • Patriarch Partners, LLC 401(k) Retirement Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Patriarch Partners, LLC 401(k) Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134115946 · Patriarch Partners, LLC PY 2024 · 401(k)

Patriarch Partners, LLC 401(k) Retirement Plan · $2M · 12 · 29th

  • EOY $2M
  • 5500 12
  • ASSETS 29th
  • PCT 401(k)
  • EIN near Capitol Advocates 401(k) Plan
  • RANK ind #1558

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 Finance & Insurance retirement plans → · Plans in New York →

Patriarch Partners, LLC 401(k) Retirement Plan in the asset neighbourhood

Patriarch Partners, LLC 401(k) Retirement PlanPatriarch Partners, LLC 401(…$2MCapitol Advocates 401(k) Plan$2MNeill Law Firm, PA 401(k) PlanNeill Law Firm, PA 401(k) Pl…$2MWare Fressola Maguire & Barber 401(k) Profit Sharing Plan & TrustWare Fressola Maguire & Barb…$2MP.T.S. 401(k) Plan$2M
End-of-year total assets ($M) among Patriarch Partners, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$165K
Employer EIN134115946
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patriarch Partners, LLC)

Sponsor-wide plan assets over time

All Patriarch Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.403802519536041% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.83M $1.94M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 11 $2M
2024 1 12 $2M

Nearby 401(k) Plans in New York

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

Patriarch Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Patriarch Partners, LLC 401(k) Retirement Plan, Total assets ($B): 0.001943325 · Participants: 12Patriarch Partners, LLC 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Patriarch Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Patriarch Partners, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Patriarch Partners, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Capitol Advocates 401(k) Plan in OH ($2M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Patriarch Partners, LLC 401(k) Retirement Plan assets move in 2024? ▼
Patriarch Partners, LLC 401(k) Retirement Plan pulled back noticeably - down 7.8% during 2024, from $2M to $2M. Reported net income was -$165K.
How have Patriarch Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriarch Partners, LLC's sponsor-wide assets grew 6.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Patriarch Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capitol Advocates 401(k) Plan in OH ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Patriarch Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 134115946.

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.