401(k) · DOL Form 5500 · 2023

Patriot National Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
53rd
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Patriot National Inc. 401(k) Employee Savings Plan · Sponsored by Patriot National Inc. · Florida · Healthcare & Social Assistance

$8M in assets, 3 participants

Patriot National Inc.'s Patriot National Inc. 401(k) Employee Savings Plan reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,360 in Healthcare & Social Assistance (17,684 peers)

Patriot National Inc. multi-year trail

Patriot National Inc.'s plans moved +444.6% in assets from 2022 to 2024; this filing shows Patriot National Inc. 401(k) Employee Savings Plan at $8M / 3 participants.

#10,360
in Healthcare & Social Assistance (17,684 peers)
-3.3%
assets change YoY

The plan reported a net loss of $262K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patriot National Inc. 401(k) Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Patriot National Inc. 401(k) Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,749,150 Top 47% higher than 53% of 127,068 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 2023

Patriot National Inc. 401(k) Employee Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patriot National Inc. 401(k) Employee Savings Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patriot National Inc. 401(k) Employee Savings Plan reported net income rose from -$3M in the plan year 2022 filing to -$262K in the plan year 2023 filing.
  • Patriot National Inc. 401(k) Employee Savings Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Patriot National Inc. 401(k) Employee Savings Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464151376 · Patriot National Inc. PY 2023 · 401(k)

Patriot National Inc. 401(k) Employee Savings Plan · $8M · 3 · 53rd

  • RANK $8M
  • RANK 3
  • RANK 53rd
  • RANK 401(k)
  • RANK near The People's Community Bank 401(k) and Employee Stock Ownership Plan
  • RANK ind #10360

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Patriot National Inc. 401(k) Employee Savings Plan in the asset neighbourhood

Patriot National Inc. 401(k) Employee Savings PlanPatriot National Inc. 401(k)…$8MThe People's Community Bank 401(k) and Employee Stock Ownership PlanThe People's Community Bank …$8MOsb Community Bank Employee Savings & Profit Sharing PlanOsb Community Bank Employee …$8MBasys Processing 401(k) Plan$8MFuse Media 401(k) Plan$8M
End-of-year total assets ($M) among Patriot National Inc. 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patriot National Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Patriot National Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 444.6332061754778% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $8.01M $43.6M ▲ +444.7%
Year Plans Participants Total Assets
2022 1 4 $8M
2023 1 3 $8M
2024 4 17 $44M

Patriot National Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$262K
Employer EIN464151376
Plan Effective Date1996-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Patriot National Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Patriot National Inc. 401(k) Employee Savings Plan, Total assets ($B): 0.00774915 · Participants: 3Patriot National Inc. 401(k) Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Patriot National Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Patriot National Inc. 401(k) Employee Savings Plan side-by-side with 3 peers →

Patriot National Inc. 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The People's Community Bank 401(k) and Employee Stock Ownership Plan in WI ($8M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Patriot National Inc. 401(k) Employee Savings Plan assets move in 2023? ▼
Patriot National Inc. 401(k) Employee Savings Plan edged down modestly - down 3.3% during 2023, from $8M to $8M. Reported net income was -$262K.
How have Patriot National Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriot National Inc.'s sponsor-wide assets grew 444.6%, from $8M to $44M.
Which 401(k) plans are similar in size to Patriot National Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The People's Community Bank 401(k) and Employee Stock Ownership Plan in WI ($8M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Patriot National Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464151376.

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.