401(k) · DOL Form 5500 · 2023
Patrick Tash Education Group Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $193,931
- Avg per participant Above avg balance/head
Official DOL plan name: Patrick Tash Education Group Inc. Retirement Plan · Sponsored by Patrick Tash Education Group Inc. · Colorado · Educational Services
$4M in assets, 19 participants
Patrick Tash Education Group Inc.'s Patrick Tash Education Group Inc. Retirement Plan reported $4M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #954 in Educational Services (3,735 peers)
Patrick Tash Education Group Inc. multi-year trail
Patrick Tash Education Group Inc.'s plans moved +35.5% in assets from 2022 to 2024; this filing shows Patrick Tash Education Group Inc. Retirement Plan at $4M / 19 participants.
- #954
- in Educational Services (3,735 peers)
- +31.6%
- assets growth YoY
Patrick Tash Education Group Inc. Retirement Plan's mid-pack asset rank among Educational Services and all filers
Patrick Tash Education Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,684,692 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Patrick Tash Education Group Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patrick Tash Education Group Inc. Retirement Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Patrick Tash Education Group Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Patrick Tash Education Group Inc. Retirement Plan reported net income rose from $742K in the plan year 2022 filing to $884K in the plan year 2023 filing.
- Patrick Tash Education Group Inc. Retirement Plan reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.
DOL schedule card
Filing strip 473720845 · Patrick Tash Education Group Inc. PY 2023 · 401(k)
Patrick Tash Education Group Inc. Retirement Plan · $4M · 19 · 39th
- 5500 $4M
- 5500 19
- 5500 39th
- 5500 401(k)
- 5500 near Advenir 401(k) Plan
- 5500 ind #954
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 Educational Services retirement plans → · Plans in Colorado →
Patrick Tash Education Group Inc. Retirement Plan in the asset neighbourhood
Patrick Tash Education Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Patrick Tash Education Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.53692448273658% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $3M |
| 2023 | 1 | 19 | $4M |
| 2024 | 1 | 22 | $4M |
Patrick Tash Education Group Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $884K |
| Employer EIN | 473720845 |
| Plan Effective Date | 2015-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Patrick Tash Education Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Advenir 401(k) Plan in FL ($4M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.