Civic Intelligence

Robert L. Patz, M.D.

Plan context: Robert L. Patz, M.D. Retirement Plan

EIN 04-3502035 • Norwood, MA • 25 filings • 2 plans

825 Washington St.Suite 260Norwood, MA 02062
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$5,995,169

2025 Contributions

$265,922

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,995,169$2,997,585$0200120132025YearValue
$5,995,169Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

29150200120132025YearValue
29Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025129$5,995,169$265,922$9,170iApproximate average salary by contribution assumption: employee only about $229,243 at 4% or $152,829 at 6%; with 50% employer match about $152,829 at 4% or $101,886 at 6%; with 100% employer match about $114,622 at 4% or $76,414 at 6%.
Robert L. Patz, M.D. Retirement Plan-29$5,995,169$265,922$9,170iApproximate average salary by contribution assumption: employee only about $229,243 at 4% or $152,829 at 6%; with 50% employer match about $152,829 at 4% or $101,886 at 6%; with 100% employer match about $114,622 at 4% or $76,414 at 6%.
2024129$4,918,827$257,702$8,886iApproximate average salary by contribution assumption: employee only about $222,157 at 4% or $148,105 at 6%; with 50% employer match about $148,105 at 4% or $98,736 at 6%; with 100% employer match about $111,078 at 4% or $74,052 at 6%.
Robert L. Patz, M.D. Retirement Plan-29$4,918,827$257,702$8,886iApproximate average salary by contribution assumption: employee only about $222,157 at 4% or $148,105 at 6%; with 50% employer match about $148,105 at 4% or $98,736 at 6%; with 100% employer match about $111,078 at 4% or $74,052 at 6%.
2023128$4,164,740$224,715$8,026iApproximate average salary by contribution assumption: employee only about $200,638 at 4% or $133,759 at 6%; with 50% employer match about $133,759 at 4% or $89,173 at 6%; with 100% employer match about $100,319 at 4% or $66,879 at 6%.
Robert L. Patz, M.D. Retirement Plan-28$4,164,740$224,715$8,026iApproximate average salary by contribution assumption: employee only about $200,638 at 4% or $133,759 at 6%; with 50% employer match about $133,759 at 4% or $89,173 at 6%; with 100% employer match about $100,319 at 4% or $66,879 at 6%.
2022128$3,395,908$178,173$6,363iApproximate average salary by contribution assumption: employee only about $159,083 at 4% or $106,055 at 6%; with 50% employer match about $106,055 at 4% or $70,704 at 6%; with 100% employer match about $79,542 at 4% or $53,028 at 6%.
Robert L. Patz, M.D. Retirement Plan-28$3,395,908$178,173$6,363iApproximate average salary by contribution assumption: employee only about $159,083 at 4% or $106,055 at 6%; with 50% employer match about $106,055 at 4% or $70,704 at 6%; with 100% employer match about $79,542 at 4% or $53,028 at 6%.
2021126$3,894,068$202,979$7,807iApproximate average salary by contribution assumption: employee only about $195,172 at 4% or $130,115 at 6%; with 50% employer match about $130,115 at 4% or $86,743 at 6%; with 100% employer match about $97,586 at 4% or $65,057 at 6%.
Robert L. Patz, M.D. Retirement Plan-26$3,894,068$202,979$7,807iApproximate average salary by contribution assumption: employee only about $195,172 at 4% or $130,115 at 6%; with 50% employer match about $130,115 at 4% or $86,743 at 6%; with 100% employer match about $97,586 at 4% or $65,057 at 6%.
2020125$3,250,872$176,111$7,044iApproximate average salary by contribution assumption: employee only about $176,111 at 4% or $117,407 at 6%; with 50% employer match about $117,407 at 4% or $78,272 at 6%; with 100% employer match about $88,056 at 4% or $58,704 at 6%.
Robert L. Patz, M.D. Retirement Plan-25$3,250,872$176,111$7,044iApproximate average salary by contribution assumption: employee only about $176,111 at 4% or $117,407 at 6%; with 50% employer match about $117,407 at 4% or $78,272 at 6%; with 100% employer match about $88,056 at 4% or $58,704 at 6%.
2019122$2,775,035$158,818$7,219iApproximate average salary by contribution assumption: employee only about $180,475 at 4% or $120,317 at 6%; with 50% employer match about $120,317 at 4% or $80,211 at 6%; with 100% employer match about $90,238 at 4% or $60,158 at 6%.
Robert L. Patz, M.D. Retirement Plan-22$2,775,035$158,818$7,219iApproximate average salary by contribution assumption: employee only about $180,475 at 4% or $120,317 at 6%; with 50% employer match about $120,317 at 4% or $80,211 at 6%; with 100% employer match about $90,238 at 4% or $60,158 at 6%.
2018121$2,168,784$150,437$7,164iApproximate average salary by contribution assumption: employee only about $179,092 at 4% or $119,394 at 6%; with 50% employer match about $119,394 at 4% or $79,596 at 6%; with 100% employer match about $89,546 at 4% or $59,697 at 6%.
Robert L. Patz, M.D. Retirement Plan-21$2,168,784$150,437$7,164iApproximate average salary by contribution assumption: employee only about $179,092 at 4% or $119,394 at 6%; with 50% employer match about $119,394 at 4% or $79,596 at 6%; with 100% employer match about $89,546 at 4% or $59,697 at 6%.
2017121$2,185,284$156,284$7,442iApproximate average salary by contribution assumption: employee only about $186,052 at 4% or $124,035 at 6%; with 50% employer match about $124,035 at 4% or $82,690 at 6%; with 100% employer match about $93,026 at 4% or $62,017 at 6%.
Robert L. Patz, M.D. Retirement Plan-21$2,185,284$156,284$7,442iApproximate average salary by contribution assumption: employee only about $186,052 at 4% or $124,035 at 6%; with 50% employer match about $124,035 at 4% or $82,690 at 6%; with 100% employer match about $93,026 at 4% or $62,017 at 6%.
2016120$1,744,399$159,583$7,979iApproximate average salary by contribution assumption: employee only about $199,479 at 4% or $132,986 at 6%; with 50% employer match about $132,986 at 4% or $88,657 at 6%; with 100% employer match about $99,739 at 4% or $66,493 at 6%.
Robert L. Patz, M.D. Retirement Plan-20$1,744,399$159,583$7,979iApproximate average salary by contribution assumption: employee only about $199,479 at 4% or $132,986 at 6%; with 50% employer match about $132,986 at 4% or $88,657 at 6%; with 100% employer match about $99,739 at 4% or $66,493 at 6%.
2015118$1,453,437$148,069$8,226iApproximate average salary by contribution assumption: employee only about $205,651 at 4% or $137,101 at 6%; with 50% employer match about $137,101 at 4% or $91,401 at 6%; with 100% employer match about $102,826 at 4% or $68,550 at 6%.
Robert L. Patz, M.D. Retirement Plan-18$1,453,437$148,069$8,226iApproximate average salary by contribution assumption: employee only about $205,651 at 4% or $137,101 at 6%; with 50% employer match about $137,101 at 4% or $91,401 at 6%; with 100% employer match about $102,826 at 4% or $68,550 at 6%.
2014117$1,372,687$231,496$13,617iApproximate average salary by contribution assumption: employee only about $340,435 at 4% or $226,957 at 6%; with 50% employer match about $226,957 at 4% or $151,305 at 6%; with 100% employer match about $170,218 at 4% or $113,478 at 6%.
Robert L. Patz, M.D. Retirement Plan-17$1,372,687$231,496$13,617iApproximate average salary by contribution assumption: employee only about $340,435 at 4% or $226,957 at 6%; with 50% employer match about $226,957 at 4% or $151,305 at 6%; with 100% employer match about $170,218 at 4% or $113,478 at 6%.
201319$1,053,729$125,966$13,996iApproximate average salary by contribution assumption: employee only about $349,906 at 4% or $233,270 at 6%; with 50% employer match about $233,270 at 4% or $155,514 at 6%; with 100% employer match about $174,953 at 4% or $116,635 at 6%.
Robert L. Patz, M.D. Retirement Plan-9$1,053,729$125,966$13,996iApproximate average salary by contribution assumption: employee only about $349,906 at 4% or $233,270 at 6%; with 50% employer match about $233,270 at 4% or $155,514 at 6%; with 100% employer match about $174,953 at 4% or $116,635 at 6%.
201215$781,419$87,888$17,578iApproximate average salary by contribution assumption: employee only about $439,440 at 4% or $292,960 at 6%; with 50% employer match about $292,960 at 4% or $195,307 at 6%; with 100% employer match about $219,720 at 4% or $146,480 at 6%.
Robert L. Patz, M.D. Retirement Plan-5$781,419$87,888$17,578iApproximate average salary by contribution assumption: employee only about $439,440 at 4% or $292,960 at 6%; with 50% employer match about $292,960 at 4% or $195,307 at 6%; with 100% employer match about $219,720 at 4% or $146,480 at 6%.
201116$628,799$57,633$9,606iApproximate average salary by contribution assumption: employee only about $240,138 at 4% or $160,092 at 6%; with 50% employer match about $160,092 at 4% or $106,728 at 6%; with 100% employer match about $120,069 at 4% or $80,046 at 6%.
Robert L. Patz, M.D. Retirement Plan-6$628,799$57,633$9,606iApproximate average salary by contribution assumption: employee only about $240,138 at 4% or $160,092 at 6%; with 50% employer match about $160,092 at 4% or $106,728 at 6%; with 100% employer match about $120,069 at 4% or $80,046 at 6%.
201017$650,538$79,726$11,389iApproximate average salary by contribution assumption: employee only about $284,736 at 4% or $189,824 at 6%; with 50% employer match about $189,824 at 4% or $126,549 at 6%; with 100% employer match about $142,368 at 4% or $94,912 at 6%.
Robert L. Patz, M.D. Retirement Plan-7$650,538$79,726$11,389iApproximate average salary by contribution assumption: employee only about $284,736 at 4% or $189,824 at 6%; with 50% employer match about $189,824 at 4% or $126,549 at 6%; with 100% employer match about $142,368 at 4% or $94,912 at 6%.
200916$492,264$55,405$9,234iApproximate average salary by contribution assumption: employee only about $230,854 at 4% or $153,903 at 6%; with 50% employer match about $153,903 at 4% or $102,602 at 6%; with 100% employer match about $115,427 at 4% or $76,951 at 6%.
Robert L. Patz, M.D. Retirement Plan-6$492,264$55,405$9,234iApproximate average salary by contribution assumption: employee only about $230,854 at 4% or $153,903 at 6%; with 50% employer match about $153,903 at 4% or $102,602 at 6%; with 100% employer match about $115,427 at 4% or $76,951 at 6%.
200816$361,805$71,003$11,834iApproximate average salary by contribution assumption: employee only about $295,846 at 4% or $197,231 at 6%; with 50% employer match about $197,231 at 4% or $131,487 at 6%; with 100% employer match about $147,923 at 4% or $98,615 at 6%.
Robert L. Patz, M.D. Retirement Plan-6$361,805$71,003$11,834iApproximate average salary by contribution assumption: employee only about $295,846 at 4% or $197,231 at 6%; with 50% employer match about $197,231 at 4% or $131,487 at 6%; with 100% employer match about $147,923 at 4% or $98,615 at 6%.
200715$421,222$57,491$11,498iApproximate average salary by contribution assumption: employee only about $287,455 at 4% or $191,637 at 6%; with 50% employer match about $191,637 at 4% or $127,758 at 6%; with 100% employer match about $143,728 at 4% or $95,818 at 6%.
Robert L. Patz, M.D. Retirement Plan-5$421,222$57,491$11,498iApproximate average salary by contribution assumption: employee only about $287,455 at 4% or $191,637 at 6%; with 50% employer match about $191,637 at 4% or $127,758 at 6%; with 100% employer match about $143,728 at 4% or $95,818 at 6%.
200614$368,616$54,446$13,612iApproximate average salary by contribution assumption: employee only about $340,288 at 4% or $226,858 at 6%; with 50% employer match about $226,858 at 4% or $151,239 at 6%; with 100% employer match about $170,144 at 4% or $113,429 at 6%.
Robert L. Patz, M.D. Retirement Plan-4$368,616$54,446$13,612iApproximate average salary by contribution assumption: employee only about $340,288 at 4% or $226,858 at 6%; with 50% employer match about $226,858 at 4% or $151,239 at 6%; with 100% employer match about $170,144 at 4% or $113,429 at 6%.
200513$281,866$54,648$18,216iApproximate average salary by contribution assumption: employee only about $455,400 at 4% or $303,600 at 6%; with 50% employer match about $303,600 at 4% or $202,400 at 6%; with 100% employer match about $227,700 at 4% or $151,800 at 6%.
Robert L. Patz, M.D. Retirement Plan-3$281,866$54,648$18,216iApproximate average salary by contribution assumption: employee only about $455,400 at 4% or $303,600 at 6%; with 50% employer match about $303,600 at 4% or $202,400 at 6%; with 100% employer match about $227,700 at 4% or $151,800 at 6%.
200414$212,460$50,590$12,648iApproximate average salary by contribution assumption: employee only about $316,188 at 4% or $210,792 at 6%; with 50% employer match about $210,792 at 4% or $140,528 at 6%; with 100% employer match about $158,094 at 4% or $105,396 at 6%.
Robert L. Patz, M.D. Retirement Plan-4$212,460$50,590$12,648iApproximate average salary by contribution assumption: employee only about $316,188 at 4% or $210,792 at 6%; with 50% employer match about $210,792 at 4% or $140,528 at 6%; with 100% employer match about $158,094 at 4% or $105,396 at 6%.
200313$149,061$47,085$15,695iApproximate average salary by contribution assumption: employee only about $392,375 at 4% or $261,583 at 6%; with 50% employer match about $261,583 at 4% or $174,389 at 6%; with 100% employer match about $196,188 at 4% or $130,792 at 6%.
Robert L. Patz, M.D. Retirement Plan-3$149,061$47,085$15,695iApproximate average salary by contribution assumption: employee only about $392,375 at 4% or $261,583 at 6%; with 50% employer match about $261,583 at 4% or $174,389 at 6%; with 100% employer match about $196,188 at 4% or $130,792 at 6%.
200214$82,536$50,404$12,601iApproximate average salary by contribution assumption: employee only about $315,025 at 4% or $210,017 at 6%; with 50% employer match about $210,017 at 4% or $140,011 at 6%; with 100% employer match about $157,513 at 4% or $105,008 at 6%.
Robert L. Patz, M.D. Retirement Plan-4$82,536$50,404$12,601iApproximate average salary by contribution assumption: employee only about $315,025 at 4% or $210,017 at 6%; with 50% employer match about $210,017 at 4% or $140,011 at 6%; with 100% employer match about $157,513 at 4% or $105,008 at 6%.
200114$38,281$38,285$9,571iApproximate average salary by contribution assumption: employee only about $239,281 at 4% or $159,521 at 6%; with 50% employer match about $159,521 at 4% or $106,347 at 6%; with 100% employer match about $119,641 at 4% or $79,760 at 6%.
Robert L. Patz, M.D. Retirement Plan-4$38,281$38,285$9,571iApproximate average salary by contribution assumption: employee only about $239,281 at 4% or $159,521 at 6%; with 50% employer match about $159,521 at 4% or $106,347 at 6%; with 100% employer match about $119,641 at 4% or $79,760 at 6%.