401(k) · DOL Form 5500 · 2023

Jerry Pate Company 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
172
Participants Small participant base
59th
Percentile by assets National rank
$57,896
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jerry Pate Company Retirement Plan · Sponsored by Jerry Pate Company · Florida · Wholesale Trade

$10M in assets, 172 participants

Jerry Pate Company's Jerry Pate Company Retirement Plan reported $10M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,176 in Wholesale Trade (6,309 peers)

Coverage in Florida

Jerry Pate Company Retirement Plan covers 172 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#3,176
in Wholesale Trade (6,309 peers)
+14.7%
assets growth YoY

Jerry Pate Company Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Jerry Pate Company Retirement Plan vs every filed plan by assets

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

$9,958,184 Top 41% higher than 59% 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

Jerry Pate Company 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. Jerry Pate Company Retirement Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jerry Pate Company Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jerry Pate Company Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Jerry Pate Company Retirement Plan reported participants rose from 166 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593472632 · Jerry Pate Company PY 2023 · 401(k)

Jerry Pate Company Retirement Plan · $10M · 172 · 59th

  • BOOK $10M
  • VS-ST 172
  • BOY 59th
  • SCH 401(k)
  • EBSA near Chandler Exhibits, Inc. 401(k) Retirement Plan
  • PART ind #3176

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 Wholesale Trade retirement plans → · Plans in Florida →

Jerry Pate Company Retirement Plan in the asset neighbourhood

Jerry Pate Company Retirement PlanJerry Pate Company Retiremen…$10MChandler Exhibits, Inc. 401(k) Retirement PlanChandler Exhibits, Inc. 401(…$10MSpencer Technologies, Inc. 401(k) and Profit Sharing PlanSpencer Technologies, Inc. 4…$10MMedspeed, LLC 401(k) Profit Sharing Plan & TrustMedspeed, LLC 401(k) Profit …$10MCircle Line 401(k) Retirement PlanCircle Line 401(k) Retiremen…$10M
End-of-year total assets ($M) among Jerry Pate Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN593472632
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerry Pate Company)

Sponsor-wide plan assets over time

All Jerry Pate Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.320597745374673% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.68M $10.5M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 166 $9M
2023 1 172 $10M
2024 1 196 $10M

Nearby 401(k) Plans in Florida

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

Jerry Pate Company Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jerry Pate Company Retirement Plan, Total assets ($B): 0.009958184 · Participants: 172Jerry Pate Company Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Jerry Pate Company Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jerry Pate Company Retirement Plan side-by-side with 3 peers →

Jerry Pate Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Chandler Exhibits, Inc. 401(k) Retirement Plan in MN ($10M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Jerry Pate Company Retirement Plan assets move in 2023? ▼
Jerry Pate Company Retirement Plan grew at a solid clip - up 14.7% during 2023, from $9M to $10M. Reported net income was $1M.
How have Jerry Pate Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerry Pate Company's sponsor-wide assets grew 20.3%, from $9M to $10M.
Which 401(k) plans are similar in size to Jerry Pate Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chandler Exhibits, Inc. 401(k) Retirement Plan in MN ($10M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Jerry Pate Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 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 593472632.

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.