401(k) · DOL Form 5500 · 2022

Tates Rents, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
90
Participants Small participant base
40th
Percentile by assets National rank
$32,089
Avg per participant Low balance/head
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Official DOL plan name: Tates Rents, Inc. 401(k) Profit Sharing Plan · Sponsored by Tates Rents, Inc. · Idaho · Real Estate

$3M in assets, 90 participants

Tates Rents, Inc.'s Tates Rents, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,959 in Real Estate (5,057 peers)

Tates Rents, Inc. multi-year trail

Tates Rents, Inc.'s plans moved +69.5% in assets from 2022 to 2024; this filing shows Tates Rents, Inc. 401(k) Profit Sharing Plan at $3M / 90 participants.

#2,959
in Real Estate (5,057 peers)
-5.4%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tates Rents, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Tates Rents, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,887,992 40th percentile higher than 40% 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

Tates Rents, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tates Rents, Inc. 401(k) Profit Sharing Plan is a small filing (90 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 820467137 · Tates Rents, Inc. PY 2022 · 401(k)

Tates Rents, Inc. 401(k) Profit Sharing Plan · $3M · 90 · 40th

  • BOOK $3M
  • VS-ST 90
  • BOY 40th
  • SCH 401(k)
  • EBSA near Ro Ho Ho, Inc. 401(k) Plan
  • PART ind #2959

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 Idaho →

Tates Rents, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Tates Rents, Inc. 401(k) Profit Sharing PlanTates Rents, Inc. 401(k) Pro…$3MRo Ho Ho, Inc. 401(k) Plan$3MAuto Paint & Supply Co., Inc.$3MPlan 2 - West Coast Dental, Inc. 401(k) PlanPlan 2 - West Coast Dental, …$3MAlpha Mortgage Corporation 401(k) Profit Sharing PlanAlpha Mortgage Corporation 4…$3M
End-of-year total assets ($M) among Tates Rents, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tates Rents, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tates Rents, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 69.50440648756567% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.5M $24.6M ▲ +69.5%
Year Plans Participants Total Assets
2022 2 176 $15M
2023 1 122 $24M
2024 1 120 $25M

Tates Rents, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$165K
Employer EIN820467137
Plan Effective Date1994-03-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Tates Rents, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Tates Rents, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002887992 · Participants: 90Tates Rents, Inc. 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
Tates Rents, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

Tates Rents, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Ro Ho Ho, Inc. 401(k) Plan in SC ($3M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Tates Rents, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Tates Rents, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 5.4% during 2022, from $3M to $3M. Reported net income was -$165K.
How have Tates Rents, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tates Rents, Inc.'s sponsor-wide assets grew 69.5%, from $15M to $25M.
Which 401(k) plans are similar in size to Tates Rents, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Ro Ho Ho, Inc. 401(k) Plan in SC ($3M, 723 participants).
Which 401(k) plans cover a similar participant headcount to Tates Rents, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K in assets).