401(k) · DOL Form 5500 · 2024

Pattison Company, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
187
Participants Below avg headcount
56th
Percentile by assets National rank
$53,028
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pattison Company, LLC 401(k) Profit Sharing Plan · Sponsored by Pattison Company, LLC · Iowa · Mining & Oil Extraction

$10M in assets, 187 participants

Pattison Company, LLC's Pattison Company, LLC 401(k) Profit Sharing Plan reported $10M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #277 in Mining & Oil Extraction (785 peers)

Coverage in Iowa

Pattison Company, LLC 401(k) Profit Sharing Plan covers 187 participants in Iowa, about 31% of the average Iowa filer (state average ~609 per filing). Assets: $10M.

#277
in Mining & Oil Extraction (785 peers)
+13.1%
assets growth YoY

Pattison Company, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Pattison Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,916,154 Top 44% higher than 56% 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

Pattison Company, LLC 401(k) Profit Sharing 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. Pattison Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pattison Company, LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pattison Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Pattison Company, LLC 401(k) Profit Sharing Plan reported participants rose from 178 in the plan year 2023 filing to 187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260130847 · Pattison Company, LLC PY 2024 · 401(k)

Pattison Company, LLC 401(k) Profit Sharing Plan · $10M · 187 · 56th

  • 5500 $10M
  • 5500 187
  • 5500 56th
  • 5500 401(k)
  • 5500 near Acromil LLC 401(k) Plan
  • 5500 ind #277

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 Mining & Oil Extraction retirement plans → · Plans in Iowa →

Pattison Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Pattison Company, LLC 401(k) Profit Sharing PlanPattison Company, LLC 401(k)…$10MAcromil LLC 401(k) Plan$10MBarnard, Vogler & Co. Cpa's Restated 401(k) Profit Sharing Plan and TrustBarnard, Vogler & Co. Cpa's …$10MJames Alexander Corporation Retirement PlanJames Alexander Corporation …$10MThe Anderson Consulting Group, Inc. 401(k) Profit Sharing PlanThe Anderson Consulting Grou…$10M
End-of-year total assets ($M) among Pattison Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN260130847
Plan Effective Date1976-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Pattison Company, LLC)

Sponsor-wide plan assets over time

All Pattison Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.3304878137531% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.87M $9.92M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 135 $7M
2023 1 178 $9M
2024 1 187 $10M

Nearby 401(k) Plans in Iowa

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

Pattison Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Pattison Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009916154 · Participants: 187Pattison Company, LLC 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Pattison Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Pattison Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pattison Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Acromil LLC 401(k) Plan in CA ($10M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Pattison Company, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Pattison Company, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2024, from $9M to $10M. Reported net income was $1M.
How have Pattison Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pattison Company, LLC's sponsor-wide assets grew 44.3%, from $7M to $10M.
Which 401(k) plans are similar in size to Pattison Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acromil LLC 401(k) Plan in CA ($10M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Pattison Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (187 participants, $10M 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 260130847.

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.