401(k) · DOL Form 5500 · 2023

Tate Studio Architects Inc 401(k) Plan

Data updated 2026-08-25

$405K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$101,312
Avg per participant Below avg balance/head
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Official DOL plan name: Tate Studio 401(k) Plan · Sponsored by Tate Studio Architects Inc · Arizona · Professional & Technical Services

$405K in assets, 4 participants

Tate Studio Architects Inc's Tate Studio 401(k) Plan reported $405K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,485 in Professional & Technical Services (20,321 peers)

Tate Studio Architects Inc multi-year trail

Tate Studio Architects Inc's plans moved +101.3% in assets from 2022 to 2024; this filing shows Tate Studio 401(k) Plan at $405K / 4 participants.

#2,485
in Professional & Technical Services (20,321 peers)
+52.7%
assets growth YoY

Tate Studio 401(k) Plan among the smaller filed plans by assets

Tate Studio 401(k) Plan vs every filed plan by assets

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

$405,247 16th percentile higher than 16% 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

Tate Studio 401(k) 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. Tate Studio 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tate Studio 401(k) Plan reported net income rose from $63K in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Tate Studio 401(k) Plan end-of-year assets rose from $265K in the plan year 2022 filing to $405K in the plan year 2023 filing.
  • Tate Studio 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208701761 · Tate Studio Architects Inc PY 2023 · 401(k)

Tate Studio 401(k) Plan · $405K · 4 · 16th

  • EBSA $405K
  • PART 4
  • TYPE 16th
  • NET 401(k)
  • BOOK near Benjamin Acquisition Group 401(k)
  • VS-ST ind #2485

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 Arizona →

Tate Studio 401(k) Plan in the asset neighbourhood

Tate Studio 401(k) Plan$405KBenjamin Acquisition Group 401(k)Benjamin Acquisition Group 4…$405KBattle Rock Holdings, Inc. 401(k) PlanBattle Rock Holdings, Inc. 4…$405KCovenant 220 Corporation 401(k) Profit Sharing PlanCovenant 220 Corporation 401…$405KBig O, Inc. 401(k) Profit Sharing Plan and TrustBig O, Inc. 401(k) Profit Sh…$405K
End-of-year total assets ($M) among Tate Studio 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tate Studio Architects Inc multi-year asset trail

Sponsor-wide plan assets over time

All Tate Studio Architects Inc plans reported in each filing year

Latest sponsor-wide plan assets
$534K 101.25011306419032% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.27M $0.53M ▲ +96.3%
Year Plans Participants Total Assets
2022 1 3 $265K
2023 1 4 $405K
2024 1 6 $534K

Tate Studio Architects Inc filing trail (2023)

Total Assets (Beginning of Year)$265K
Net Assets (End of Year)$405K
Net Income$140K
Employer EIN208701761
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Tate Studio 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Tate Studio 401(k) Plan, Total assets ($B): 0.000405247 · Participants: 4Tate Studio 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Tate Studio 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Tate Studio 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Benjamin Acquisition Group 401(k) in GA ($405K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Tate Studio 401(k) Plan assets move in 2023? ▼
Tate Studio 401(k) Plan surged - up 52.7% during 2023, from $265K to $405K. Reported net income was $140K.
How have Tate Studio Architects Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tate Studio Architects Inc's sponsor-wide assets grew 101.3%, from $265K to $534K.
Where does Tate Studio 401(k) Plan rank by assets among Form 5500 filers? ▼
Tate Studio 401(k) Plan ranks in the 16th 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 Tate Studio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benjamin Acquisition Group 401(k) in GA ($405K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Tate Studio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 208701761.

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.