401(k) · DOL Form 5500 · 2023

Tater Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
127
Participants Small participant base
25th
Percentile by assets National rank
$9,133
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tater Holdings 401(k) Plan · Sponsored by Tater Holdings Inc. · Idaho · Finance & Insurance

$1M in assets, 127 participants

Tater Holdings Inc.'s Tater Holdings 401(k) Plan reported $1M in total assets and 127 participants 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.

  • #1,438 in Finance & Insurance (8,869 peers)

Coverage in Idaho

Tater Holdings 401(k) Plan covers 127 participants in Idaho, about 37% of the average Idaho filer (state average ~347 per filing). Assets: $1M.

#1,438
in Finance & Insurance (8,869 peers)
+284.9%
assets growth YoY

Tater Holdings 401(k) Plan among the smaller filed plans by assets

Tater Holdings 401(k) Plan vs every filed plan by assets

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

$1,159,831 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

Tater Holdings 401(k) 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. Tater Holdings 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tater Holdings 401(k) Plan end-of-year assets rose from $301K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tater Holdings 401(k) Plan reported net income rose from $301K in the plan year 2022 filing to $858K in the plan year 2023 filing.
  • Tater Holdings 401(k) Plan reported participants rose from 102 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862004872 · Tater Holdings Inc. PY 2023 · 401(k)

Tater Holdings 401(k) Plan · $1M · 127 · 25th

  • TYPE $1M
  • NET 127
  • BOOK 25th
  • VS-ST 401(k)
  • BOY near Lovella Ventures, Inc. 401(k) Profit Sharing Plan
  • SCH ind #1438

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 Finance & Insurance retirement plans → · Plans in Idaho →

Tater Holdings 401(k) Plan in the asset neighbourhood

Tater Holdings 401(k) Plan$1MLovella Ventures, Inc. 401(k) Profit Sharing PlanLovella Ventures, Inc. 401(k…$1MK Corporation 401(k) Profit Sharing Plan and TrustK Corporation 401(k) Profit …$1MCurtis L. Powers-Ackley, P.C. Employees' 401(k) Profit Sharing PlanCurtis L. Powers-Ackley, P.C…$1MCroque Au Sel, Inc. Retirement PlanCroque Au Sel, Inc. Retireme…$1M
End-of-year total assets ($M) among Tater Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$301K
Net Assets (End of Year)$1M
Net Income$858K
Employer EIN862004872
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tater Holdings Inc.)

Sponsor-wide plan assets over time

All Tater Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 601.0273597584244% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.3M $2.11M ▲ +603.3%
Year Plans Participants Total Assets
2022 1 102 $301K
2023 1 127 $1M
2024 1 165 $2M

Nearby 401(k) Plans in Idaho

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

Tater Holdings 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Tater Holdings 401(k) Plan, Total assets ($B): 0.001159831 · Participants: 127Tater Holdings 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Tater Holdings 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Tater Holdings 401(k) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest 401(k) by assets is Lovella Ventures, Inc. 401(k) Profit Sharing Plan in MA ($1M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Tater Holdings 401(k) Plan assets move in 2023? ▼
Tater Holdings 401(k) Plan surged - up 284.9% during 2023, from $301K to $1M. Reported net income was $858K.
How have Tater Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tater Holdings Inc.'s sponsor-wide assets grew 601.0%, from $301K to $2M.
Where does Tater Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Tater Holdings 401(k) 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 Tater Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lovella Ventures, Inc. 401(k) Profit Sharing Plan in MA ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Tater Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 862004872.

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.