Profit Sharing · DOL Form 5500 · 2024
PATENTEC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $260,769
- Avg per participant Above avg balance/head
Official DOL plan name: Patentec Profit Sharing Plan Trust · Sponsored by PATENTEC · Virginia · Professional & Technical Services
$2M in assets, 8 participants
PATENTEC's Patentec Profit Sharing Plan Trust reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #5,171 in Professional & Technical Services (20,173 peers)
PATENTEC multi-year trail
PATENTEC's plans moved +26.5% in assets from 2022 to 2024; this filing shows Patentec Profit Sharing Plan Trust at $2M / 8 participants.
- #5,171
- in Professional & Technical Services (20,173 peers)
- +11.7%
- assets growth YoY
Patentec Profit Sharing Plan Trust among the smaller filed plans by assets
Patentec Profit Sharing Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,086,153 30th percentile higher than 30% 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
Patentec Profit Sharing Plan Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patentec Profit Sharing Plan Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patentec Profit Sharing Plan Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 521531600 · PATENTEC PY 2024 · Profit Sharing
Patentec Profit Sharing Plan Trust · $2M · 8 · 30th
- IND $2M
- IND 8
- IND 30th
- IND Profit Sharing
- IND near Marvin G. Clothier, D.D.S., P.a. Profit Sharing Plan and Trust
- IND ind #5171
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Patentec Profit Sharing Plan Trust in the asset neighbourhood
PATENTEC multi-year asset trail
Sponsor-wide plan assets over time
All PATENTEC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 26.5402691240125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 8 | $2M |
PATENTEC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $218K |
| Employer EIN | 521531600 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
Patentec Profit Sharing Plan Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Marvin G. Clothier, D.D.S., P.a. Profit Sharing Plan and Trust in KS ($2M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.