401(k) · DOL Form 5500 · 2022

Tates Bake Shop, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
544
Participants Below avg headcount
49th
Percentile by assets National rank
$8,627
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tate's Bake Shop 401(k) Plan · Sponsored by Tates Bake Shop, Inc. · New York · Retail Trade

$5M in assets, 544 participants

Tates Bake Shop, Inc.'s Tate's Bake Shop 401(k) Plan reported $5M in total assets and 544 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,617 in Retail Trade (9,519 peers)

Tates Bake Shop, Inc. multi-year trail

Tates Bake Shop, Inc.'s plans moved +72.1% in assets from 2022 to 2024; this filing shows Tate's Bake Shop 401(k) Plan at $5M / 544 participants.

#5,617
in Retail Trade (9,519 peers)
-16.5%
assets change YoY

The plan reported a net loss of $884K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tate's Bake Shop 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Tate's Bake Shop 401(k) Plan vs every filed plan by assets

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

$4,693,063 49th percentile higher than 49% 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

Tate's Bake Shop 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. Tate's Bake Shop 401(k) Plan sits mid-pack in the medium band (544 participants).

Form 5500 schedule snapshot

Filing strip 113558095 · Tates Bake Shop, Inc. PY 2022 · 401(k)

Tate's Bake Shop 401(k) Plan · $5M · 544 · 49th

  • ASSETS $5M
  • PCT 544
  • EIN 49th
  • RANK 401(k)
  • PHOTO near Home Grown Music 401(k) Plan
  • IND ind #5617

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 Retail Trade retirement plans → · Plans in New York →

Tate's Bake Shop 401(k) Plan in the asset neighbourhood

Tate's Bake Shop 401(k) Plan$5MHome Grown Music 401(k) Plan$5MCpm & Rosemurgy Properties 401(k) Retirement PlanCpm & Rosemurgy Properties 4…$5MWeb-Don, Inc 401(k) Plan$5MRose Villa Inc 403(b) Plan$5M
End-of-year total assets ($M) among Tate's Bake Shop 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tates Bake Shop, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tates Bake Shop, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 72.06155127259105% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.69M $8.07M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 544 $5M
2023 1 526 $7M
2024 1 467 $8M

Tates Bake Shop, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$884K
Employer EIN113558095
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Tate's Bake Shop 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tate's Bake Shop 401(k) Plan, Total assets ($B): 0.004693063 · Participants: 544Tate's Bake Shop 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Tate's Bake Shop 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tate's Bake Shop 401(k) Plan side-by-side with 3 peers →

Tate's Bake Shop 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Home Grown Music 401(k) Plan in TN ($5M); by covered participants it is American Salon Group 401(k) Plan in OH (544 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (544 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 Tate's Bake Shop 401(k) Plan assets move in 2022? ▼
Tate's Bake Shop 401(k) Plan declined sharply - down 16.5% during 2022, from $6M to $5M. Reported net income was -$884K.
How have Tates Bake Shop, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tates Bake Shop, Inc.'s sponsor-wide assets grew 72.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Tate's Bake Shop 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Home Grown Music 401(k) Plan in TN ($5M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Tate's Bake Shop 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Salon Group 401(k) Plan in OH (544 participants, $533K 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 113558095.

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.