401(k) · DOL Form 5500 · 2022

Allen Tate Real Estate, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
323
Participants Below avg headcount
73rd
Percentile by assets National rank
$47,002
Avg per participant Low balance/head
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Official DOL plan name: Allen Tate Companies Retirement Plan · Sponsored by Allen Tate Real Estate, LLC · North Carolina · Real Estate

$15M in assets, 323 participants

Allen Tate Real Estate, LLC's Allen Tate Companies Retirement Plan reported $15M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,353 in Real Estate (5,057 peers)

Coverage in North Carolina

Allen Tate Companies Retirement Plan covers 323 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#4,353
in Real Estate (5,057 peers)
-16.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allen Tate Companies Retirement Plan's outsized position by total assets

Allen Tate Companies Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,181,700 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Allen Tate Companies Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen Tate Companies Retirement Plan sits mid-pack in the medium band (323 participants).

EBSA filing schedule strip

Filing strip 832095449 · Allen Tate Real Estate, LLC PY 2022 · 401(k)

Allen Tate Companies Retirement Plan · $15M · 323 · 73rd

  • RANK $15M
  • RANK 323
  • RANK 73rd
  • RANK 401(k)
  • RANK near Connex Credit Union, Inc. 401(k) Plan and Trust
  • RANK ind #4353

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 Real Estate retirement plans → · Plans in North Carolina →

Allen Tate Companies Retirement Plan in the asset neighbourhood

Allen Tate Companies Retirement PlanAllen Tate Companies Retirem…$15MConnex Credit Union, Inc. 401(k) Plan and TrustConnex Credit Union, Inc. 40…$15MCold Jet, LLC Retirement Savings 401(k) Profit Sharing PlanCold Jet, LLC Retirement Sav…$15ME Source 401(k) Plan$15MCommunity Resources for Justice, Inc. 401(k) Retirement PlanCommunity Resources for Just…$15M
End-of-year total assets ($M) among Allen Tate Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN832095449
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Tate Real Estate, LLC)

Sponsor-wide plan assets over time

All Allen Tate Real Estate, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 13.966400337248134% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $15.2M $17.3M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 323 $15M
2023 1 294 $16M
2024 1 247 $17M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Allen Tate Companies Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Allen Tate Companies Retirement Plan, Total assets ($B): 0.0151817 · Participants: 323Allen Tate Companies Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Allen Tate Companies Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Allen Tate Companies Retirement Plan side-by-side with 3 peers →

Allen Tate Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Connex Credit Union, Inc. 401(k) Plan and Trust in CT ($15M); by covered participants it is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allen Tate Companies Retirement Plan assets move in 2022? ▼
Allen Tate Companies Retirement Plan declined sharply - down 16.1% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Allen Tate Real Estate, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Tate Real Estate, LLC's sponsor-wide assets grew 14.0%, from $15M to $17M.
Which 401(k) plans are similar in size to Allen Tate Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connex Credit Union, Inc. 401(k) Plan and Trust in CT ($15M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Allen Tate Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants, $46M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832095449.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.