401(k) · DOL Form 5500 · 2024
Patriot Growth Insurance Services, LLC 401(k) Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 1,734
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $84,980
- Avg per participant Below avg balance/head
Official DOL plan name: Patriot Growth Insurance Services, LLC 401(k) Plan · Sponsored by Patriot Growth Insurance Services, LLC · Pennsylvania · Finance & Insurance
$147M in assets, 1,734 participants
Patriot Growth Insurance Services, LLC's Patriot Growth Insurance Services, LLC 401(k) Plan reported $147M in total assets and 1,734 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,586 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Patriot Growth Insurance Services, LLC 401(k) Plan covers 1,734 participants in Pennsylvania, 2.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $147M.
- #7,586
- in Finance & Insurance (8,549 peers)
- +34.5%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Patriot Growth Insurance Services, LLC 401(k) Plan's outsized position by total assets
Patriot Growth Insurance Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,354,912 Top 7% higher than 93% 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
Patriot Growth Insurance Services, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patriot Growth Insurance Services, LLC 401(k) Plan lands in the large band (1,734 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patriot Growth Insurance Services, LLC 401(k) Plan end-of-year assets rose from $110M in the plan year 2023 filing to $147M in the plan year 2024 filing.
- Patriot Growth Insurance Services, LLC 401(k) Plan reported net income rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Patriot Growth Insurance Services, LLC 401(k) Plan reported participants rose from 1,622 in the plan year 2023 filing to 1,734 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 831204744 · Patriot Growth Insurance Services, LLC PY 2024 · 401(k)
Patriot Growth Insurance Services, LLC 401(k) Plan · $147M · 1,734 · 93rd
- EOY $147M
- 5500 1,734
- ASSETS 93rd
- PCT 401(k)
- EIN near Okland 401(k) Profit Sharing Plan
- RANK ind #7586
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 Pennsylvania →
Patriot Growth Insurance Services, LLC 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | $38M |
| Employer EIN | 831204744 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patriot Growth Insurance Services, LLC)
Sponsor-wide plan assets over time
All Patriot Growth Insurance Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 96.59432596856968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,115 | $75M |
| 2023 | 1 | 1,622 | $110M |
| 2024 | 1 | 1,734 | $147M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Patriot Growth Insurance Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Okland 401(k) Profit Sharing Plan in UT ($147M); by covered participants it is Toyota Tsusho America, Inc. Savings and Investment Retirement Plan in NY (1,734 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- Okland 401(k) Profit Sharing Plan (UT) $147M · 1,033
- The Connecticare Savings and Investment Plan (CT) $147M · 577
- Jackson Kelly PLLC 401(k) Profit Sharing Plan (WV) $147M · 275
- Medisys Venture 401(k) Plan (NY) $147M · 834
Similar participant headcount
Nearest other-state filings by covered participants (1,734 participants); asset peers above are excluded.
- Toyota Tsusho America, Inc. Savings and Investment Retirement Plan (NY) 1,734 · 0 off
- Kendra Scott 401(k) Plan (TX) 1,735 · 1 off
- Kw Property Managem LLC 401(k) Profit Sharing Plan & Tru (FL) 1,735 · 1 off
- Strack & Van Til Retirement Plan (IN) 1,733 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.