401(k) · DOL Form 5500 · 2024

Patel, Greene & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 132
Participants Small participant base: 60th
Percentile by assets National rank: $94,264
Avg per participant Below avg balance/head

Official DOL plan name: Patel, Greene & Associates, LLC 401(k) Plan · Sponsored by Patel, Greene & Associates, LLC · Florida · Professional & Technical Services

$12M in assets, 132 participants

Patel, Greene & Associates, LLC's Patel, Greene & Associates, LLC 401(k) Plan reported $12M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

#11,922 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Patel, Greene & Associates, LLC 401(k) Plan covers 132 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#11,922
in Professional & Technical Services (20,173 peers): +35.4%
assets growth YoY

Patel, Greene & Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Patel, Greene & Associates, LLC 401(k) Plan vs every filed plan by assets

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

$12,442,886 Top 40% higher than 60% 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

Patel, Greene & Associates, LLC 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. Patel, Greene & Associates, LLC 401(k) Plan sits mid-pack in the medium band (132 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 452209743 · Patel, Greene & Associates, LLC PY 2024 · 401(k)

Patel, Greene & Associates, LLC 401(k) Plan · $12M · 132 · 60th

TYPE $12M
TYPE 132
TYPE 60th
TYPE 401(k)
TYPE near Space150 401(k) Retirement Plan
TYPE ind #11922

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 Florida →

End-of-year total assets ($M) among Patel, Greene & Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	452209743
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Patel, Greene & Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Patel, Greene & Associates, LLC 401(k) Plan side-by-side with 3 peers →

Patel, Greene & Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Space150 401(k) Retirement Plan in MN ($12M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Space150 401(k) Retirement Plan (MN) $12M · 72
International Bonded Couriers, Inc. Tax Sheltered Plan (NY) $12M · 281
H.M. Cragg Company 401(k) Profit Sharing Plan (MN) $12M · 153
Don Jagoda Associates, Inc. 401(k) Plan (NY) $12M · 84

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Oiwk 401(k) Profit Sharing Plan (KY) 132 · 0 off
Tbc 401(k) Plan (TX) 132 · 0 off
Cimco Refrigeration, Inc. 401(k) Plan (AL) 132 · 0 off
Royce Geospatial Consultants 401(k) (VA) 132 · 0 off

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 Patel, Greene & Associates, LLC 401(k) Plan assets move in 2024? ▼

Patel, Greene & Associates, LLC 401(k) Plan surged - up 35.4% during 2024, from $9M to $12M. Reported net income was $3M.

Which 401(k) plans are similar in size to Patel, Greene & Associates, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Space150 401(k) Retirement Plan in MN ($12M, 72 participants).

Which 401(k) plans cover a similar participant headcount to Patel, Greene & Associates, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 452209743.