· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PATTERSON URGENT CARE INC — PATTERSON URGENT CARE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728123923NAL0003357602001
PATTERSON URGENT CARE INC
Form 5500-SF
FILING_RECEIVED
PATTERSON URGENT CARE INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
19
Plan assets (EOY)
$168K
Net assets (EOY)
$168K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATTERSON URGENT CARE INC
.
Find decision makers
Plan sponsor
Name
PATTERSON URGENT CARE INC
EIN
46-3351352
Address
1010 SPERRY AVE STE D · PATTERSON, CA · 953639297
Phone
(209) 398-9838
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Outpatient Care Centers plans
ABA MIDWEST EDUCATION LTD
ABA MIDWEST EDUCATION LTD 401(K) PLAN AND TRUST
$168K · 65 participants
SOUTHERN CALIFORNIA HOSPITALIS
SOUTHERN CALIFORNIA HOSPITALIS 401(K) PROFIT SHARING PLAN & TRUST
$167K · 8 participants
CENTER OF REHABILITATION & PAIN MEDICINE
CENTER OF REHABILITATION & PAIN MEDICINE 401(K) PLAN
$166K · 9 participants
PROGRESS ABA BEHAVIORAL CONSULTI
PROGRESS ABA BEHAVIORAL CONSULTING & THERAPY SERVIVES.
$166K · 5 participants
ADVANCED AUTISM SERVICES, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADVANCED AUTISM SERVICES, LLC 401(K) PROFIT SHARING PLAN
$170K · 189 participants
QUINTESSENTIAL HEALTH CARE INC
QUINTESSENTIAL HEALTH CARE INC 401(K) PROFIT SHARING PLAN & TRUST
$170K · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
