401(k) · DOL Form 5500 · 2024

Patriot Transportation Holding, Inc 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
497
Participants Below avg headcount
74th
Percentile by assets National rank
$49,952
Avg per participant Low balance/head
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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.

  • #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.

#2,445
in Transportation & Warehousing (3,299 peers)
-30.1%
assets change YoY

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.

Patriot Transportation Holding, Inc. 401(k)'s outsized position 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 $2,050,000,000 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 Transportation Holding, Inc. 401(k) 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 Transportation Holding, Inc. 401(k) sits mid-pack in the medium band (497 participants).

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 →

Published 5500 schedule card

Filing strip 472482414 · Patriot Transportation Holding, Inc PY 2024 · 401(k)

Patriot Transportation Holding, Inc. 401(k) · $25M · 497 · 74th

  • PART $25M
  • TYPE 497
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Karpinski Engineering, Inc. Employees Profit Sharing Plan and Trust
  • BOY ind #2445

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Patriot Transportation Holding, Inc. 401(k) in the asset neighbourhood

Patriot Transportation Holding, Inc. 401(k)Patriot Transportation Holdi…$25MKarpinski Engineering, Inc. Employees Profit Sharing Plan and TrustKarpinski Engineering, Inc. …$25MMacelree, Harvey, Ltd. 401(k) PlanMacelree, Harvey, Ltd. 401(k…$25MCentral Welding Supply, Inc. Profit Sharing PlanCentral Welding Supply, Inc.…$25MMercury Financial LLC 401(k) PlanMercury Financial LLC 401(k)…$25M
End-of-year total assets ($M) among Patriot Transportation Holding, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Patriot Transportation Holding, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Patriot Transportation Holding, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 20.785160654125583% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.3M $24.8M ▼ -20.8%
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 ($B) Participants Patriot Transportation Holding, Inc. 401(k), Total assets ($B): 0.024826299 · Participants: 497Patriot Transportation Holding, Inc. 401(k)L3harris 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 Transportation Holding, Inc. 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Patriot Transportation Holding, Inc. 401(k) side-by-side with 3 peers →

Patriot Transportation Holding, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Karpinski Engineering, Inc. Employees Profit Sharing Plan and Trust in OH ($25M); by covered participants it is Code Red Safety & Rental 401(k) Savings and Retirement Plan in IN (497 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (497 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 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).
Which 401(k) plans cover a similar participant headcount to Patriot Transportation Holding, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Code Red Safety & Rental 401(k) Savings and Retirement Plan in IN (497 participants, $5M 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 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.