Patriot Transportation Holding, Inc 401(k) Plan: Login, Facts & Contact Information

Patriot Transportation Holding, Inc 401(k) Plan Facts

Plan name
PATRIOT TRANSPORTATION HOLDING, INC. 401(K)
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PATRIOT TRANSPORTATION HOLDING, INC
Participants
732 (503 active employees)
Former employees with a balance
250
Plan assets
$24,826,299 at Dec 31, 2024
Average account balance
$36,190 across 686 accounts
Employer contributions
$610,083 in plan year 2024 (22% of all contributions)
Recordkeeper
Merrill Lynch, Pierce, Fenner And S
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1986
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed May 5, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.73 million went into the plan in contributions, $610,083 of it from the employer (22%).
  • $9.80 million was paid out to participants.
  • Investment and other income added $3.14 million.
  • Administrative expenses were $39,812, about $58 per account.

How the Patriot Transportation Holding, Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,356$34.6 million$794,714$5.48 million
2020976$36.8 million$555,362$4.15 million
2021834$40.9 million$525,867$3.13 million
2022768$31.3 million$488,627$4.81 million
2023736$35.5 million$542,284$3.26 million
2024732$24.8 million$610,083$9.80 million

Patriot Transportation Holding, Inc 401(k) Contact Information

Phone
904-396-5733
Mailing address
200 W. FORSYTH - 7TH FLOOR, JACKSONVILLE FL 32202
Plan sponsor
PATRIOT TRANSPORTATION HOLDING, INC
Employer identification number (EIN)
47-2482414
Plan number
001

Questions about the Patriot Transportation Holding, Inc 401(k)

Does Patriot Transportation Holding, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $610,083, 22% of all contributions.

Does the Patriot Transportation Holding, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Patriot Transportation Holding, Inc 401(k) plan?

732 participants at the start of plan year 2024, 503 of them active employees, and 250 former employees who still had money in the plan.

What is the average 401(k) balance at Patriot Transportation Holding, Inc?

About $36,190 per account: $24.8 million in plan assets across 686 accounts with a balance at the end of plan year 2024.

Who manages the Patriot Transportation Holding, Inc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Patriot Transportation Holding, Inc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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