How big is The Patrick Group, LC's plan?

The Patrick Group, LC's plan reported $7.2M in assets and 18 participants for 2025.

Original filing (PDF)20260226141744NAL0004143713001

The Patrick Group, LC

Name: The Patrick Group, LC — The Patrick Group, LC Profit, Form 5500 (2025)
Creator: The Patrick Group, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Patrick Group, LC Profit Sharing 401 (K) Plan

401(k) retirement plan · The Patrick Group, LC's The Patrick Group, LC Profit Sharing 401 (K) Plan held $7.2M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

The Patrick Group, LC's EIN is 54-1617184.

EIN 54-1617184

Plan number 001

Plan year 2025

ACK ID 20260226141744NAL0004143713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Patrick Group, LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Patrick Group, LC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PATRICK GROUP, LC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

THE PATRICK GROUP, LC

EIN

all filings

Address

405 S WASHINGTON HIGHWAY · ASHLAND, VA · 23005

Phone

(804) 798-4200

Industry

Retail Trade

Plan administrator