401(k) · DOL Form 5500 · 2022
The Tate Group Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $3.9M
- Avg per participant High balance/head
Official DOL plan name: The Tate Group Retirement Plan · Sponsored by The Tate Group Inc · Tennessee · Other Services
$4M in assets, 1 participants
The Tate Group Inc's The Tate Group Retirement Plan reported $4M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 46th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,543 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, The Tate Group Retirement Plan ranks #5,543 of 8,398 2022 filers by assets (513% of the sector average)-$4M for 1 participant.
- #5,543
- in Other Services (8,398 peers)
- -50.0%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Tate Group Retirement Plan's mid-pack asset rank among Other Services and all filers
The Tate Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,914,442 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Tate Group Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Tate Group Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 831405879 · The Tate Group Inc PY 2022 · 401(k)
The Tate Group Retirement Plan · $4M · 1 · 46th
- IND $4M
- IND 1
- IND 46th
- IND 401(k)
- IND near Gorman's Furniture, Inc. 401(k) Plan
- IND ind #5543
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Tennessee →
The Tate Group Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$4M |
| Employer EIN | 831405879 |
| Plan Effective Date | 2018-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Tate Group Inc)
Sponsor-wide plan assets over time
All The Tate Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 68.70113288177471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $4M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 2 | $1M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
The Tate Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Gorman's Furniture, Inc. 401(k) Plan in MI ($4M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.