How big is Patterson Warehouses, Inc.'s plan?

Patterson Warehouses, Inc.'s plan reported $13.2M in assets and 115 participants for 2025.

Original filing (PDF)20260501080719NAL0000965793001

Patterson Warehouses, Inc.

Name: Patterson Warehouses, Inc. — Patterson Warehouses, Form 5500 (2025)
Creator: Patterson Warehouses, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patterson Warehouses, Inc. Retirement Plan

401(k) retirement plan · Patterson Warehouses, Inc.'s Patterson Warehouses, Inc. Retirement Plan held $13.2M in plan assets for 115 participants in 2025.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

Plan identifiers

Patterson Warehouses, Inc.'s EIN is 62-1018957.

EIN 62-1018957

Plan number 001

Plan year 2025

ACK ID 20260501080719NAL0000965793001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patterson Warehouses, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patterson Warehouses, Inc.'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 PATTERSON WAREHOUSES, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score