401(k) · DOL Form 5500 · 2024

Patriot Transportation Holding, Inc 401(k) Plan

Data updated 2026-08-11

$25M
Total assets
497
Participants
74th
Percentile by assets
$49,952
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Patriot Transportation Holding, Inc. 401(k) · Sponsored by Patriot Transportation Holding, Inc · Florida · Transportation & Warehousing

$25M in assets, 497 participants

Patriot Transportation Holding, Inc's Patriot Transportation Holding, Inc. 401(k) reported $25M in total assets and 497 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #2,445 in Transportation & Warehousing (3,299 peers)

Patriot Transportation Holding, Inc multi-year trail

Patriot Transportation Holding, Inc's plans moved -20.8% in assets from 2022 to 2024; this filing shows Patriot Transportation Holding, Inc. 401(k) at $25M / 497 participants.

$25M
total plan assets (2024 EOY)
497
covered participants
74th
percentile by assets (of 123,622 plans)
$49,952
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Patriot Transportation Holding, Inc. 401(k) sits by total assets

Patriot Transportation Holding, Inc. 401(k) vs every filed plan by assets

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

$24,826,299 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patriot Transportation Holding, Inc. 401(k) reported net income fell from $4M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Patriot Transportation Holding, Inc. 401(k) end-of-year assets fell from $36M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Patriot Transportation Holding, Inc. 401(k) reported participants fell from 507 in the plan year 2023 filing to 497 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Transportation & Warehousing

Patriot Transportation Holding, Inc across 3 plan years on file

Across the 3 plan years Patriot Transportation Holding, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $31M to $25M, a decline of 20.8%, while reported participants moved from 528 to 497 (-5.9%). Peak year by sponsor assets: 2023 ($36M); trough: 2024 ($25M).

Patriot Transportation Holding, Inc multi-year asset trail

$20M$25M$30M$35M$40M 202220232024 $31.3M $24.8M ▼ -20.8%
Total plan assets by year, all Patriot Transportation Holding, Inc plans on file
Year Plans Participants Total Assets
2022 1 528 $31M
2023 1 507 $36M
2024 1 497 $25M

Patriot Transportation Holding, Inc filing trail (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN472482414
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Patriot Transportation Holding, Inc. 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Patriot Transportati…, Total assets ($B): 0.024826299 · Participants: 497Patriot Transportati…L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
Patriot Transportation Holding, Inc. 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Patriot Transportation Holding, Inc. 401… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Patriot Transportation Holding, Inc. 401(k) by total assets, not by location.

Frequently Asked Questions

How did Patriot Transportation Holding, Inc. 401(k) assets move in 2024? ▼
Patriot Transportation Holding, Inc. 401(k) contracted severely - down 30.1% during 2024, from $36M to $25M. Reported net income was -$4M.
How have Patriot Transportation Holding, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriot Transportation Holding, Inc's sponsor-wide assets declined 20.8%, from $31M to $25M.
Which 401(k) plans are similar in size to Patriot Transportation Holding, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Karpinski Engineering, Inc. Employees Profit Sharing Plan and Trust in OH ($25M, 127 participants).

Next read for Patriot Transportation Holding, Inc. 401…

Multi-year trail

Ways to act on Patriot Transportation Holding, Inc. 401(k)'s numbers.

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 472482414.

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.