401(k) · DOL Form 5500 · 2022

Z.V. Pate, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
446
Participants Below avg headcount
83rd
Percentile by assets National rank
$69,933
Avg per participant Below avg balance/head
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Official DOL plan name: Z.V. Pate Group Retirement Savings & Profit Sharing Plan · Sponsored by Z.V. Pate, Inc. · North Carolina · Agriculture, Forestry & Fishing

$31M in assets, 446 participants

Z.V. Pate, Inc.'s Z.V. Pate Group Retirement Savings & Profit Sharing Plan reported $31M in total assets and 446 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #1,367 in Agriculture, Forestry & Fishing (1,523 peers)

Where Z.V. Pate Group Retirement Savings & Profit Sharing Plan sits by assets

Z.V. Pate Group Retirement Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 446 participants (~$69,933/participant), down 23.3% in 2022.

#1,367
in Agriculture, Forestry & Fishing (1,523 peers)
-23.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Z.V. Pate Group Retirement Savings & Profit Sharing Plan's outsized position by total assets

Z.V. Pate Group Retirement Savings & Profit Sharing Plan vs every filed plan by assets

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

$31,190,115 Top 17% higher than 83% 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

Z.V. Pate Group Retirement Savings & Profit Sharing 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. Z.V. Pate Group Retirement Savings & Profit Sharing Plan sits mid-pack in the medium band (446 participants).

DOL schedule card

Filing strip 560350280 · Z.V. Pate, Inc. PY 2022 · 401(k)

Z.V. Pate Group Retirement Savings & Profit Sharing Plan · $31M · 446 · 83rd

  • 5500 $31M
  • 5500 446
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Age of Learning 401(k)
  • 5500 ind #1367

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Carolina →

Z.V. Pate Group Retirement Savings & Profit Sharing Plan in the asset neighbourhood

Zeiders Enterprises, Inc. Employee Savings PlanZeiders Enterprises, Inc. Em…$31MZ.V. Pate Group Retirement Savings & Profit Sharing PlanZ.V. Pate Group Retirement S…$31MAge of Learning 401(k)$31MKaufman Dolowich & Voluck LLP Retirement PlanKaufman Dolowich & Voluck LL…$31MHannah Motor Co., Inc. 401(k) PlanHannah Motor Co., Inc. 401(k…$31M
End-of-year total assets ($M) among Z.V. Pate Group Retirement Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$31M
Net Income-$9M
Employer EIN560350280
Plan Effective Date1948-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Z.V. Pate, Inc.)

Sponsor-wide plan assets over time

All Z.V. Pate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 20.545147076245147% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $31.2M $24.8M ▼ -20.6%
Year Plans Participants Total Assets
2022 1 446 $31M
2023 1 362 $30M
2024 1 347 $25M

Nearby 401(k) Plans in North Carolina

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

Z.V. Pate Group Retirement Savings & Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Z.V. Pate Group Retirement Savings & Profit Sharing Plan, Total assets ($B): 0.031190115 · Participants: 446Z.V. Pate Group Retirement Savings & Profit Sharing 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
Z.V. Pate Group Retirement Savings & Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Z.V. Pate Group Retirement Savings & Profit Sharing Plan side-by-side with 3 peers →

Z.V. Pate Group Retirement Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Age of Learning 401(k) in CA ($31M); by covered participants it is Livingston-Wyoming Arc 401(k) Retirement Plan in NY (446 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (446 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 Z.V. Pate Group Retirement Savings & Profit Sharing Plan assets move in 2022? ▼
Z.V. Pate Group Retirement Savings & Profit Sharing Plan declined sharply - down 23.3% during 2022, from $41M to $31M. Reported net income was -$9M.
How have Z.V. Pate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Z.V. Pate, Inc.'s sponsor-wide assets declined 20.5%, from $31M to $25M.
Where does Z.V. Pate Group Retirement Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Z.V. Pate Group Retirement Savings & Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Z.V. Pate Group Retirement Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Age of Learning 401(k) in CA ($31M, 627 participants).
Which 401(k) plans cover a similar participant headcount to Z.V. Pate Group Retirement Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Livingston-Wyoming Arc 401(k) Retirement Plan in NY (446 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 560350280.

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.