401(k) · DOL Form 5500 · 2022
Sheri Tate 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $109,423
- Avg per participant Below avg balance/head
Official DOL plan name: Outmatch, Inc. 401(k) Retirement Plan · Sponsored by Sheri Tate · Texas · Professional & Technical Services
$11M in assets, 101 participants
Sheri Tate's Outmatch, Inc. 401(k) Retirement Plan reported $11M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,229 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Outmatch, Inc. 401(k) Retirement Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $11M.
- #14,229
- in Professional & Technical Services (21,562 peers)
- -6.3%
- assets change YoY
The plan reported a net loss of $738K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Outmatch, Inc. 401(k) Retirement Plan's outsized position by total assets
Outmatch, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,051,691 Top 33% higher than 67% 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
Outmatch, Inc. 401(k) 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. Outmatch, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (101 participants).
Form 5500 schedule snapshot
Filing strip 752289925 · Sheri Tate PY 2022 · 401(k)
Outmatch, Inc. 401(k) Retirement Plan · $11M · 101 · 67th
- 5500 $11M
- 5500 101
- 5500 67th
- 5500 401(k)
- 5500 near Brixey & Meyer, Inc. 401(k) Profit Sharing Plan
- 5500 ind #14229
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 Professional & Technical Services retirement plans → · Plans in Texas →
Outmatch, Inc. 401(k) Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$738K |
| Employer EIN | 752289925 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheri Tate)
Sponsor-wide plan assets over time
All Sheri Tate plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 67.56147995813492% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $11M |
| 2023 | 1 | 117 | $19M |
| 2024 | 1 | 165 | $19M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Outmatch, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Brixey & Meyer, Inc. 401(k) Profit Sharing Plan in OH ($11M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 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.