401(k) · DOL Form 5500 · 2023

Allen Tate Real Estate, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
294
Participants Below avg headcount
69th
Percentile by assets National rank
$55,630
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allen Tate Companies Retirement Plan · Sponsored by Allen Tate Real Estate, LLC · North Carolina · Real Estate

$16M in assets, 294 participants

Allen Tate Real Estate, LLC's Allen Tate Companies Retirement Plan reported $16M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,972 in Real Estate (4,727 peers)

Coverage in North Carolina

Allen Tate Companies Retirement Plan covers 294 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $16M.

#3,972
in Real Estate (4,727 peers)
+7.7%
assets growth YoY

Allen Tate Companies Retirement Plan's outsized position by total assets

Allen Tate Companies Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,355,242 Top 31% higher than 69% of 127,068 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 2023

Allen Tate Companies Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen Tate Companies Retirement Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Tate Companies Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Allen Tate Companies Retirement Plan reported participants fell from 323 in the plan year 2022 filing to 294 in the plan year 2023 filing.
  • Allen Tate Companies Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832095449 · Allen Tate Real Estate, LLC PY 2023 · 401(k)

Allen Tate Companies Retirement Plan · $16M · 294 · 69th

  • PHOTO $16M
  • PHOTO 294
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near Magruder Eye Institute 401(k) Plan
  • PHOTO ind #3972

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 North Carolina →

Allen Tate Companies Retirement Plan in the asset neighbourhood

Allen Tate Companies Retirement PlanAllen Tate Companies Retirem…$16MMagruder Eye Institute 401(k) PlanMagruder Eye Institute 401(k…$16MMinnesota Air, Inc. Salary Savings PlanMinnesota Air, Inc. Salary S…$16MGlobal Educational Excellence 401(k) Profit Sharing PlanGlobal Educational Excellenc…$16MCatapult Sports, Inc. 401(k) PlanCatapult Sports, Inc. 401(k)…$16M
End-of-year total assets ($M) among Allen Tate Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN832095449
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Tate Real Estate, LLC)

Sponsor-wide plan assets over time

All Allen Tate Real Estate, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 13.966400337248134% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $15.2M $17.3M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 323 $15M
2023 1 294 $16M
2024 1 247 $17M

Nearby 401(k) Plans in North Carolina

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

Allen Tate Companies Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Allen Tate Companies Retirement Plan, Total assets ($B): 0.016355242 · Participants: 294Allen Tate Companies Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Allen Tate Companies Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Allen Tate Companies Retirement Plan side-by-side with 3 peers →

Allen Tate Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Magruder Eye Institute 401(k) Plan in FL ($16M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allen Tate Companies Retirement Plan assets move in 2023? ▼
Allen Tate Companies Retirement Plan grew at a solid clip - up 7.7% during 2023, from $15M to $16M. Reported net income was $1M.
How have Allen Tate Real Estate, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Tate Real Estate, LLC's sponsor-wide assets grew 14.0%, from $15M to $17M.
Which 401(k) plans are similar in size to Allen Tate Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magruder Eye Institute 401(k) Plan in FL ($16M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Allen Tate Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832095449.

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.