401(k) · DOL Form 5500 · 2024
Patterson and Sons Inc. 401(k) Plan
Data updated 2026-08-25
- $185K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $61,661
- Avg per participant Low balance/head
Official DOL plan name: Patterson and Sons Inc. 401(k) Plan · Sponsored by Patterson and Sons Inc. · Missouri · Administrative & Support Services
$185K in assets, 3 participants
Patterson and Sons Inc.'s Patterson and Sons Inc. 401(k) Plan reported $185K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,020 in Administrative & Support Services (4,368 peers)
Patterson and Sons Inc. multi-year trail
Patterson and Sons Inc.'s plans moved -64.6% in assets from 2022 to 2024; this filing shows Patterson and Sons Inc. 401(k) Plan at $185K / 3 participants.
- #1,020
- in Administrative & Support Services (4,368 peers)
- +49.0%
- assets growth YoY
Patterson and Sons Inc. 401(k) Plan among the smaller filed plans by assets
Patterson and Sons Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$184,984 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Patterson and Sons Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patterson and Sons Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patterson and Sons Inc. 401(k) Plan reported net income rose from -$398K in the plan year 2023 filing to $61K in the plan year 2024 filing.
- Patterson and Sons Inc. 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Patterson and Sons Inc. 401(k) Plan end-of-year assets rose from $124K in the plan year 2023 filing to $185K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 462441525 · Patterson and Sons Inc. PY 2024 · 401(k)
Patterson and Sons Inc. 401(k) Plan · $185K · 3 · 10th
- PART $185K
- PART 3
- PART 10th
- PART 401(k)
- PART near Sunshine Ninja Corp. 401(k) Profit Sharing Plan
- PART ind #1020
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 Missouri →
Patterson and Sons Inc. 401(k) Plan in the asset neighbourhood
Patterson and Sons Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Patterson and Sons Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $185K 64.5545074279101% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $522K |
| 2023 | 1 | 2 | $124K |
| 2024 | 1 | 3 | $185K |
Patterson and Sons Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $124K |
|---|---|
| Net Assets (End of Year) | $185K |
| Net Income | $61K |
| Employer EIN | 462441525 |
| Plan Effective Date | 2013-03-29 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Patterson and Sons Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Sunshine Ninja Corp. 401(k) Profit Sharing Plan in FL ($185K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($185K here).
- Sunshine Ninja Corp. 401(k) Profit Sharing Plan (FL) $185K · 2
- L & G Home Care Retirement Plan (NY) $185K · 696
- Rule 62 Fitness Inc. Retirement Plan (MD) $185K · 1
- Sidor Staffing 1, Corporation 401(k) Plan (MI) $185K · 270
Similar participant headcount
Nearest other-state filings by covered participants (3 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.