401(k) · DOL Form 5500 · 2022
Jerry Pate Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $52,319
- Avg per participant Low balance/head
Official DOL plan name: Jerry Pate Company Retirement Plan · Sponsored by Jerry Pate Company · Florida · Wholesale Trade
$9M in assets, 166 participants
Jerry Pate Company's Jerry Pate Company Retirement Plan reported $9M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,660 in Wholesale Trade (6,843 peers)
Coverage in Florida
Jerry Pate Company Retirement Plan covers 166 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #3,660
- in Wholesale Trade (6,843 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jerry Pate Company Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Jerry Pate Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,684,902 Top 38% higher than 62% 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
Jerry Pate Company 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. Jerry Pate Company Retirement Plan sits mid-pack in the medium band (166 participants).
Form 5500 schedule snapshot
Filing strip 593472632 · Jerry Pate Company PY 2022 · 401(k)
Jerry Pate Company Retirement Plan · $9M · 166 · 62nd
- BOY $9M
- BOY 166
- BOY 62nd
- BOY 401(k)
- BOY near Teknoluxion Consulting LLC 401(k) Profit Sharing Plan and Trust
- BOY ind #3660
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 Wholesale Trade retirement plans → · Plans in Florida →
Jerry Pate Company Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 593472632 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jerry Pate Company)
Sponsor-wide plan assets over time
All Jerry Pate Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 20.320597745374673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $9M |
| 2023 | 1 | 172 | $10M |
| 2024 | 1 | 196 | $10M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Jerry Pate Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Teknoluxion Consulting LLC 401(k) Profit Sharing Plan and Trust in MD ($9M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 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.