401(k) · DOL Form 5500 · 2024

Patriot National Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
49th
Percentile by assets National rank
$2.4M
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

$7M in assets, 3 participants

Patriot National Inc.'s Patriot National Inc. 401(k) Employee Savings Plan reported $7M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,147 in Healthcare & Social Assistance (16,916 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 $7M / 3 participants.

#9,147
in Healthcare & Social Assistance (16,916 peers)
-5.2%
assets change YoY

The plan reported a net loss of $406K 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 2024 · DOL Form 5500

$7,343,484 49th percentile higher than 49% 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

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

Plan-year 2024 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 2023 → plan year 2024

  • Patriot National Inc. 401(k) Employee Savings Plan reported net income fell from -$262K in the plan year 2023 filing to -$406K in the plan year 2024 filing.
  • Patriot National Inc. 401(k) Employee Savings Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 464151376 · Patriot National Inc. PY 2024 · 401(k)

Patriot National Inc. 401(k) Employee Savings Plan · $7M · 3 · 49th

  • BOOK $7M
  • BOOK 3
  • BOOK 49th
  • BOOK 401(k)
  • BOOK near Commencement Bay Corrugated, Inc. Union 401(k) Plan
  • BOOK ind #9147

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)…$7MCommencement Bay Corrugated, Inc. Union 401(k) PlanCommencement Bay Corrugated,…$7MOutrider Technologies, Inc. 401(k) Profit Sharing Plan and TrustOutrider Technologies, Inc. …$7MMiddleburg 401(k) Plan$7MMathews Brothers Company 401(k) PlanMathews Brothers Company 401…$7M
End-of-year total assets ($M) among Patriot National Inc. 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$406K
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): 0.007343484 · Participants: 3Patriot National Inc. 401(k) Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 Commencement Bay Corrugated, Inc. Union 401(k) Plan in WA ($7M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (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 2024. 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 2024? ▼
Patriot National Inc. 401(k) Employee Savings Plan pulled back noticeably - down 5.2% during 2024, from $8M to $7M. Reported net income was -$406K.
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 Commencement Bay Corrugated, Inc. Union 401(k) Plan in WA ($7M, 132 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 Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 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.