401(k) · DOL Form 5500 · 2022

Pate Trucking Company, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
306
Participants Below avg headcount
59th
Percentile by assets National rank
$24,331
Avg per participant Low balance/head
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Official DOL plan name: Zm Holdings Multiple Employer 401(k) Plan · Sponsored by Pate Trucking Company, LLC · Texas · Transportation & Warehousing

$7M in assets, 306 participants

Pate Trucking Company, LLC's Zm Holdings Multiple Employer 401(k) Plan reported $7M in total assets and 306 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,382 in Transportation & Warehousing (3,876 peers)

Coverage in Texas

Zm Holdings Multiple Employer 401(k) Plan covers 306 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#2,382
in Transportation & Warehousing (3,876 peers)
-10.7%
assets change YoY

The plan reported a net loss of $871K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zm Holdings Multiple Employer 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Zm Holdings Multiple Employer 401(k) Plan vs every filed plan by assets

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

$7,445,216 Top 41% higher than 59% 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

Zm Holdings Multiple Employer 401(k) 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. Zm Holdings Multiple Employer 401(k) Plan sits mid-pack in the medium band (306 participants).

EBSA filing schedule strip

Filing strip 751366683 · Pate Trucking Company, LLC PY 2022 · 401(k)

Zm Holdings Multiple Employer 401(k) Plan · $7M · 306 · 59th

  • TYPE $7M
  • NET 306
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Cedars 401(k)
  • SCH ind #2382

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Zm Holdings Multiple Employer 401(k) Plan in the asset neighbourhood

Zm Holdings Multiple Employer 401(k) PlanZm Holdings Multiple Employe…$7MCedars 401(k)$7MKeating, O'gara, Nedved & Peter, P.C., L.L.O. 401(k) Profit Sharing PlanKeating, O'gara, Nedved & Pe…$7MJonti-Craft, Inc. 401(k) Retirement Savings PlanJonti-Craft, Inc. 401(k) Ret…$7MTommy C. Lu, M.D. 401(k) Profit Sharing PlanTommy C. Lu, M.D. 401(k) Pro…$7M
End-of-year total assets ($M) among Zm Holdings Multiple Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$871K
Employer EIN751366683
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pate Trucking Company, LLC)

Sponsor-wide plan assets over time

All Pate Trucking Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 41.24252405840207% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.45M $10.5M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 306 $7M
2023 1 303 $9M
2024 1 279 $11M

Nearby 401(k) Plans in Texas

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

Zm Holdings Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Zm Holdings Multiple Employer 401(k) Plan, Total assets ($B): 0.007445216 · Participants: 306Zm Holdings Multiple Employer 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Zm Holdings Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Zm Holdings Multiple Employer 401(k) Plan side-by-side with 3 peers →

Zm Holdings Multiple Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cedars 401(k) in ME ($7M); by covered participants it is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Zm Holdings Multiple Employer 401(k) Plan assets move in 2022? ▼
Zm Holdings Multiple Employer 401(k) Plan pulled back noticeably - down 10.7% during 2022, from $8M to $7M. Reported net income was -$871K.
How have Pate Trucking Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pate Trucking Company, LLC's sponsor-wide assets grew 41.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Zm Holdings Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cedars 401(k) in ME ($7M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Zm Holdings Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants, N/A 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 751366683.

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.