401(k) · DOL Form 5500 · 2023

Bates4, Inc. 401(k) Plan

Data updated 2026-08-25

$682K
Total assets Small plan by assets
10
Participants Small participant base
20th
Percentile by assets National rank
$68,206
Avg per participant Below avg balance/head
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Official DOL plan name: Bates4, Inc. 401(k) Profit Sharing Plan · Sponsored by Bates4, Inc. · Georgia · Other Services

$682K in assets, 10 participants

Bates4, Inc.'s Bates4, Inc. 401(k) Profit Sharing Plan reported $682K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,379 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Bates4, Inc. 401(k) Profit Sharing Plan ranks #3,379 of 7,857 2023 filers by assets (2943% of the sector average)-$682K for 10 participants.

#3,379
in Other Services (7,857 peers)
-0.8%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bates4, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Bates4, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$682,057 20th percentile higher than 20% 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

Bates4, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bates4, Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bates4, Inc. 401(k) Profit Sharing Plan reported net income rose from -$33K in the plan year 2022 filing to -$6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264136532 · Bates4, Inc. PY 2023 · 401(k)

Bates4, Inc. 401(k) Profit Sharing Plan · $682K · 10 · 20th

  • BOY $682K
  • BOY 10
  • BOY 20th
  • BOY 401(k)
  • BOY near Bendblue 401(k)
  • BOY ind #3379

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 Other Services retirement plans → · Plans in Georgia →

Bates4, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bates4, Inc. 401(k) Profit Sharing PlanBates4, Inc. 401(k) Profit S…$682KBendblue 401(k)$682KTriodyne Inc Employees 401(k) PlanTriodyne Inc Employees 401(k…$682KRummel Construction, Inc. 401(k) PlanRummel Construction, Inc. 40…$682KMearacle Enterprises Inc. 401(k) Profit Sharing PlanMearacle Enterprises Inc. 40…$682K
End-of-year total assets ($M) among Bates4, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$688K
Net Assets (End of Year)$682K
Net Income-$6K
Employer EIN264136532
Plan Effective Date2009-02-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Bates4, Inc.)

Sponsor-wide plan assets over time

All Bates4, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$641K 6.840792041201498% vs 2022
2024 filing year
$0.62M$0.64M$0.66M$0.68M$0.7M 202220232024 $0.69M $0.64M ▼ -7.2%
Year Plans Participants Total Assets
2022 1 10 $688K
2023 1 10 $682K
2024 1 9 $641K

Nearby 401(k) Plans in Georgia

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

Bates4, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Bates4, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000682057 · Participants: 10Bates4, Inc. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Bates4, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Bates4, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bates4, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Bendblue 401(k) in CA ($682K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($682K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Bates4, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bates4, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.8% during 2023, from $688K to $682K. Reported net income was -$6K.
How have Bates4, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bates4, Inc.'s sponsor-wide assets declined 6.8%, from $688K to $641K.
Where does Bates4, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bates4, Inc. 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bates4, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bendblue 401(k) in CA ($682K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Bates4, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 264136532.

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.