401(k) · DOL Form 5500 · 2024

Chuck Patterson, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
92
Participants Small participant base
61st
Percentile by assets National rank
$139,583
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chuck Patterson, Inc. 401(k) Profit Sharing Plan · Sponsored by Chuck Patterson, Inc. · California · Retail Trade

$13M in assets, 92 participants

Chuck Patterson, Inc.'s Chuck Patterson, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,801 in Retail Trade (8,048 peers)

Chuck Patterson, Inc. multi-year trail

Chuck Patterson, Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Chuck Patterson, Inc. 401(k) Profit Sharing Plan at $13M / 92 participants.

#5,801
in Retail Trade (8,048 peers)
+27.3%
assets growth YoY

Chuck Patterson, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,841,642 Top 39% higher than 61% 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

Chuck Patterson, Inc. 401(k) Profit Sharing 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. Chuck Patterson, Inc. 401(k) Profit Sharing Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chuck Patterson, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Chuck Patterson, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Chuck Patterson, Inc. 401(k) Profit Sharing Plan reported participants fell from 95 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942644759 · Chuck Patterson, Inc. PY 2024 · 401(k)

Chuck Patterson, Inc. 401(k) Profit Sharing Plan · $13M · 92 · 61st

  • PCT $13M
  • PCT 92
  • PCT 61st
  • PCT 401(k)
  • PCT near The Markets, LLC 401(k) Plan
  • PCT ind #5801

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 Retail Trade retirement plans → · Plans in California →

Chuck Patterson, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Chuck Patterson, Inc. 401(k) Profit Sharing PlanChuck Patterson, Inc. 401(k)…$13MThe Markets, LLC 401(k) Plan$13MHealthcare Systems & Technologies, LLC 401(k) Plan &Healthcare Systems & Technol…$13MNational Wood Products, Inc. 401(k) Profit Sharing PlanNational Wood Products, Inc.…$13MThomas Foods International, USA 401(k) PlanThomas Foods International, …$13M
End-of-year total assets ($M) among Chuck Patterson, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Chuck Patterson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chuck Patterson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.064278556866924% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.91M $12.8M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 105 $9M
2023 1 95 $10M
2024 1 92 $13M

Chuck Patterson, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN942644759
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Chuck Patterson, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012841642 · Participants: 92Chuck Patterson, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Chuck Patterson, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chuck Patterson, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Chuck Patterson, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Markets, LLC 401(k) Plan in WA ($13M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Chuck Patterson, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Chuck Patterson, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.3% during 2024, from $10M to $13M. Reported net income was $3M.
How have Chuck Patterson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chuck Patterson, Inc.'s sponsor-wide assets grew 44.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Chuck Patterson, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Markets, LLC 401(k) Plan in WA ($13M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Chuck Patterson, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 942644759.

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.