How big is Patriot Bank's plan?

Patriot Bank's plan reported $5.5M in assets and 85 participants for 2024.

Original filing (PDF)20250609071428NAL0010835507001

Patriot Bank

Name: Patriot Bank — Patriot Bank 401(k) Plan, Form 5500 (2024)
Creator: Patriot Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patriot Bank 401(k) Plan

401(k) retirement plan · Patriot Bank's Patriot Bank 401(k) Plan held $5.5M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Jennifer Nunley signed Patriot Bank's 2024 Form 5500 as plan administrator.

Jennifer Nunley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patriot Bank's EIN is 76-0714702.

EIN 76-0714702

Plan number 001

Plan year 2024

ACK ID 20250609071428NAL0010835507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patriot Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patriot Bank'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 PATRIOT BANK.

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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.

Plan sponsor

Name

PATRIOT BANK

EIN

all filings

Address

9105 BARRET ROAD · BARRETVILLE, TN · 38053

Phone

(901) 829-4211

Industry

Commercial Banking· Finance & Insurance

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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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