How big is The Patterson Foundation's plan?

The Patterson Foundation's plan reported $2.8M in assets and 7 participants for 2025.

Original filing (PDF)20260511070229NAL0011273442001

The Patterson Foundation

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

Form 5500-SF

FILING_RECEIVED

The Patterson Foundation 401(k) Retirement Plan

401(k) retirement plan · The Patterson Foundation's The Patterson Foundation 401(k) Retirement Plan held $2.8M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

The Patterson Foundation's EIN is 65-6230256.

EIN 65-6230256

Plan number 001

Plan year 2025

ACK ID 20260511070229NAL0011273442001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Patterson Foundation'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 PATTERSON FOUNDATION.

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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