401(k) · DOL Form 5500 · 2023

The Tate Group Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: The Tate Group Retirement Plan · Sponsored by The Tate Group Inc · Tennessee · Other Services

$1M in assets, 1 participants

The Tate Group Inc's The Tate Group Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,944 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The Tate Group Retirement Plan ranks #3,944 of 7,857 2023 filers by assets (1638% of the sector average)-$1M for 1 participant.

#3,944
in Other Services (7,857 peers)
-68.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Tate Group Retirement Plan among the smaller filed plans by assets

The Tate Group Retirement Plan vs every filed plan by assets

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

$1,225,176 25th percentile higher than 25% 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

The Tate Group Retirement 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. The Tate Group Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Tate Group Retirement Plan end-of-year assets fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Tate Group Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 831405879 · The Tate Group Inc PY 2023 · 401(k)

The Tate Group Retirement Plan · $1M · 1 · 25th

  • PART $1M
  • TYPE 1
  • NET 25th
  • BOOK 401(k)
  • VS-ST near Mesh Logistics, Inc. Retirement Plan
  • BOY ind #3944

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 Tennessee →

The Tate Group Retirement Plan in the asset neighbourhood

The Tate Group Retirement PlanThe Tate Group Retirement Pl…$1MMesh Logistics, Inc. Retirement PlanMesh Logistics, Inc. Retirem…$1MGlobal Partners in Shielding, Inc. 401(k) PlanGlobal Partners in Shielding…$1MM&b Truck Stop Operation Inc Retirement PlanM&b Truck Stop Operation Inc…$1MManzanita Private Investment Corporation 401(k) PlanManzanita Private Investment…$1M
End-of-year total assets ($M) among The Tate Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income-$3M
Employer EIN831405879
Plan Effective Date2018-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Tate Group Inc)

Sponsor-wide plan assets over time

All The Tate Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 68.70113288177471% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $3.91M $1.23M ▼ -68.5%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $1M
2024 1 2 $1M

Nearby 401(k) Plans in Tennessee

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

The Tate Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Tate Group Retirement Plan, Total assets ($B): 0.001225176 · Participants: 1The Tate Group Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Tate Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Tate Group Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Mesh Logistics, Inc. Retirement Plan in CA ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 The Tate Group Retirement Plan assets move in 2023? ▼
The Tate Group Retirement Plan contracted severely - down 68.7% during 2023, from $4M to $1M. Reported net income was -$3M.
How have The Tate Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tate Group Inc's sponsor-wide assets declined 68.7%, from $4M to $1M.
Where does The Tate Group Retirement Plan rank by assets among Form 5500 filers? ▼
The Tate Group Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to The Tate Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mesh Logistics, Inc. Retirement Plan in CA ($1M, 196 participants).
Which 401(k) plans cover a similar participant headcount to The Tate Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 831405879.

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.