401(k) · DOL Form 5500 · 2024

Patterson & Sheridan, LLP 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
161
Participants Small participant base
85th
Percentile by assets National rank
$333,588
Avg per participant High balance/head
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Official DOL plan name: Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · Sponsored by Patterson & Sheridan, LLP · Texas · Professional & Technical Services

$54M in assets, 161 participants

Patterson & Sheridan, LLP's Patterson & Sheridan, LLP Profit Sharing 401(k) Plan reported $54M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,302 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan covers 161 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $54M.

#17,302
in Professional & Technical Services (20,173 peers)
+17.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan's outsized position by total assets

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan vs every filed plan by assets

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

$53,707,672 Top 15% higher than 85% 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

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patterson & Sheridan, LLP Profit Sharing 401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patterson & Sheridan, LLP Profit Sharing 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Patterson & Sheridan, LLP Profit Sharing 401(k) Plan reported participants rose from 155 in the plan year 2023 filing to 161 in the plan year 2024 filing.
  • Patterson & Sheridan, LLP Profit Sharing 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223340889 · Patterson & Sheridan, LLP PY 2024 · 401(k)

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan · $54M · 161 · 85th

  • ASSETS $54M
  • PCT 161
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Gray & Osborne, Inc. 401(k) Profit Sharing Plan
  • IND ind #17302

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 Texas →

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan in the asset neighbourhood

Bette & Cring, LLC Retirement Plan & TrustBette & Cring, LLC Retiremen…$54MPrairie Island Indian Community 401(k) Retirement PlanPrairie Island Indian Commun…$54MPatterson & Sheridan, LLP Profit Sharing 401(k) PlanPatterson & Sheridan, LLP Pr…$54MWare Malcomb 401(k) Plan$54MGray & Osborne, Inc. 401(k) Profit Sharing PlanGray & Osborne, Inc. 401(k) …$54M
End-of-year total assets ($M) among Patterson & Sheridan, LLP Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN223340889
Plan Effective Date1999-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson & Sheridan, LLP)

Sponsor-wide plan assets over time

All Patterson & Sheridan, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$54M 41.27742317329002% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38M $53.7M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 146 $38M
2023 1 155 $46M
2024 1 161 $54M

Nearby 401(k) Plans in Texas

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

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Patterson & Sheridan, LLP Profit Sharing 401(k) Plan, Total assets ($B): 0.053707672 · Participants: 161Patterson & Sheridan, LLP Profit Sharing 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Patterson & Sheridan, LLP Profit Sharing 401(k) Plan side-by-side with 3 peers →

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gray & Osborne, Inc. 401(k) Profit Sharing Plan in WA ($54M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Patterson & Sheridan, LLP Profit Sharing 401(k) Plan assets move in 2024? ▼
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan grew sharply - up 17.4% during 2024, from $46M to $54M. Reported net income was $8M.
How have Patterson & Sheridan, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson & Sheridan, LLP's sponsor-wide assets grew 41.3%, from $38M to $54M.
Where does Patterson & Sheridan, LLP Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Patterson & Sheridan, LLP Profit Sharing 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Patterson & Sheridan, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gray & Osborne, Inc. 401(k) Profit Sharing Plan in WA ($54M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Patterson & Sheridan, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M 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 223340889.

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.