401(k) · DOL Form 5500 · 2023

Patterson Unlimited Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1
Participants Small participant base
85th
Percentile by assets National rank
$49.8M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Pui 401(k) · Sponsored by Patterson Unlimited Inc. · Florida · Retail Trade

$50M in assets, 1 participants

Patterson Unlimited Inc.'s Pui 401(k) reported $50M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,733 in Retail Trade (8,414 peers)

Where Pui 401(k) sits by assets

Pui 401(k) sits in the top quartile of all filed plans by assets, $50M for 1 participant (~$49.8M/participant).

#7,733
in Retail Trade (8,414 peers)
$50M
reported net income
0.5×
vs typical plan assets (national mean)

Pui 401(k)'s outsized position by total assets

Pui 401(k) vs every filed plan by assets

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

$49,826,031 Top 15% higher than 85% 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

Pui 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pui 401(k) is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 934335531 · Patterson Unlimited Inc. PY 2023 · 401(k)

Pui 401(k) · $50M · 1 · 85th

  • 5500 $50M
  • ASSETS 1
  • PCT 85th
  • EIN 401(k)
  • RANK near Arends Hogan Walker LLC 401(k) Profit-Sharing Plan & Trust
  • PHOTO ind #7733

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 Retail Trade retirement plans → · Plans in Florida →

Pui 401(k) in the asset neighbourhood

Kbc Bank N.V. Savings and Investment PlanKbc Bank N.V. Savings and In…$50MPui 401(k)$50MArends Hogan Walker LLC 401(k) Profit-Sharing Plan & TrustArends Hogan Walker LLC 401(…$50MSouth Dakota Associations of Community-Based Human Services Retirement PlanSouth Dakota Associations of…$50MA.N. Deringer, Inc.401(k) PlanA.N. Deringer, Inc.401(k) Pl…$50M
End-of-year total assets ($M) among Pui 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$50M
Net Income$50M
Employer EIN934335531
Plan Effective Date2023-11-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Pui 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Pui 401(k), Total assets ($B): 0.049826031 · Participants: 1Pui 401(k)L3harris 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
Pui 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Pui 401(k) side-by-side with 3 peers →

Pui 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Arends Hogan Walker LLC 401(k) Profit-Sharing Plan & Trust in IL ($50M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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

Where does Pui 401(k) rank by assets among Form 5500 filers? ▼
Pui 401(k) ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pui 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Arends Hogan Walker LLC 401(k) Profit-Sharing Plan & Trust in IL ($50M, 470 participants).
Which 401(k) plans cover a similar participant headcount to Pui 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 934335531.

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.