401(k) · DOL Form 5500 · 2024

Pattillo Management, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
28
Participants Small participant base
63rd
Percentile by assets National rank
$503,095
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pattillo Management, Inc. 401(k) Plan · Sponsored by Pattillo Management, Inc. · Georgia · Real Estate

$14M in assets, 28 participants

Pattillo Management, Inc.'s Pattillo Management, Inc. 401(k) Plan reported $14M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,647 in Real Estate (4,605 peers)

Pattillo Management, Inc. multi-year trail

Pattillo Management, Inc.'s plans moved +40.0% in assets from 2022 to 2024; this filing shows Pattillo Management, Inc. 401(k) Plan at $14M / 28 participants.

#3,647
in Real Estate (4,605 peers)
+11.9%
assets growth YoY

Pattillo Management, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Pattillo Management, Inc. 401(k) Plan vs every filed plan by assets

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

$14,086,653 Top 37% higher than 63% 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

Pattillo Management, Inc. 401(k) 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. Pattillo Management, Inc. 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pattillo Management, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pattillo Management, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Pattillo Management, Inc. 401(k) Plan reported participants rose from 27 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 830439986 · Pattillo Management, Inc. PY 2024 · 401(k)

Pattillo Management, Inc. 401(k) Plan · $14M · 28 · 63rd

  • EOY $14M
  • 5500 28
  • ASSETS 63rd
  • PCT 401(k)
  • EIN near Gulf Winds Credit Union 401(k) Plan and Trust
  • RANK ind #3647

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 Georgia →

Pattillo Management, Inc. 401(k) Plan in the asset neighbourhood

Pattillo Management, Inc. 401(k) PlanPattillo Management, Inc. 40…$14MGulf Winds Credit Union 401(k) Plan and TrustGulf Winds Credit Union 401(…$14MPeak Dental Services 401(k) PlanPeak Dental Services 401(k) …$14MPatriot National Inc. 401(k) Employee Savings PlanPatriot National Inc. 401(k)…$14MChildrens Clinic of Swla Apmc 401(k) Profit Sharing Plan and TrustChildrens Clinic of Swla Apm…$14M
End-of-year total assets ($M) among Pattillo Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pattillo Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pattillo Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 40.0038820801748% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $14.1M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 26 $10M
2023 1 27 $13M
2024 1 28 $14M

Pattillo Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN830439986
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Pattillo Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Pattillo Management, Inc. 401(k) Plan, Total assets ($B): 0.014086653 · Participants: 28Pattillo Management, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Pattillo Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pattillo Management, Inc. 401(k) Plan side-by-side with 3 peers →

Pattillo Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Gulf Winds Credit Union 401(k) Plan and Trust in FL ($14M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Pattillo Management, Inc. 401(k) Plan assets move in 2024? ▼
Pattillo Management, Inc. 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $13M to $14M. Reported net income was $1M.
How have Pattillo Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pattillo Management, Inc.'s sponsor-wide assets grew 40.0%, from $10M to $14M.
Which 401(k) plans are similar in size to Pattillo Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gulf Winds Credit Union 401(k) Plan and Trust in FL ($14M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Pattillo Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants, $2M 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 830439986.

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.