401(k) · DOL Form 5500 · 2024
Patriot Bank, N.a. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $76,507
- Avg per participant Below avg balance/head
Official DOL plan name: Patriot Bank, N.a. 401(k) Savings Plan · Sponsored by Patriot Bank, N.a. · Connecticut · Finance & Insurance
$9M in assets, 114 participants
Patriot Bank, N.a.'s Patriot Bank, N.a. 401(k) Savings Plan reported $9M in total assets and 114 participants in its 2024 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.
- #3,142 in Finance & Insurance (8,549 peers)
Coverage in Connecticut
Patriot Bank, N.a. 401(k) Savings Plan covers 114 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.
- #3,142
- in Finance & Insurance (8,549 peers)
- +8.6%
- assets growth YoY
Patriot Bank, N.a. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Patriot Bank, N.a. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,721,836 Top 47% higher than 53% 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
Patriot Bank, N.a. 401(k) Savings 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. Patriot Bank, N.a. 401(k) Savings Plan sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patriot Bank, N.a. 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to $700K in the plan year 2024 filing.
- Patriot Bank, N.a. 401(k) Savings Plan reported participants fell from 128 in the plan year 2023 filing to 114 in the plan year 2024 filing.
- Patriot Bank, N.a. 401(k) Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 061364615 · Patriot Bank, N.a. PY 2024 · 401(k)
Patriot Bank, N.a. 401(k) Savings Plan · $9M · 114 · 53rd
- IND $9M
- EOY 114
- 5500 53rd
- ASSETS 401(k)
- PCT near Maspeth Welding Inc. 401(k) Profit Sharing Plan and Trust
- EIN ind #3142
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Patriot Bank, N.a. 401(k) Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $700K |
| Employer EIN | 061364615 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patriot Bank, N.a.)
Sponsor-wide plan assets over time
All Patriot Bank, N.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 25.832160517649942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $7M |
| 2023 | 1 | 128 | $8M |
| 2024 | 1 | 114 | $9M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Patriot Bank, N.a. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Maspeth Welding Inc. 401(k) Profit Sharing Plan and Trust in NY ($9M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Falls Community Hospital 401(k) Plan (TX) 114 · 0 off
- Southeast Milk Inc. 401(k) Profit Sharing Plan (FL) 114 · 0 off
- Window World of Baton Rouge 401(k) Plan (LA) 114 · 0 off
- Mypoint Credit Union 401(k) Plan (CA) 114 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.