401(k) · DOL Form 5500 · 2023

Kate Farms, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
223
Participants Below avg headcount
58th
Percentile by assets National rank
$43,907
Avg per participant Low balance/head
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Official DOL plan name: Kate Farms 401(k) Profit Sharing Plan and Trust · Sponsored by Kate Farms, Inc. · Massachusetts · Manufacturing

$10M in assets, 223 participants

Kate Farms, Inc.'s Kate Farms 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,287 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Kate Farms 401(k) Profit Sharing Plan and Trust covers 223 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#8,287
in Manufacturing (18,722 peers)
+82.9%
assets growth YoY

Kate Farms 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Kate Farms 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,791,305 Top 42% higher than 58% 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

Kate Farms 401(k) Profit Sharing Plan and Trust 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. Kate Farms 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kate Farms 401(k) Profit Sharing Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kate Farms 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Kate Farms 401(k) Profit Sharing Plan and Trust reported participants rose from 191 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 465164035 · Kate Farms, Inc. PY 2023 · 401(k)

Kate Farms 401(k) Profit Sharing Plan and Trust · $10M · 223 · 58th

  • SCH $10M
  • SCH 223
  • SCH 58th
  • SCH 401(k)
  • SCH near Standing Rock Community Grant School 401(k)
  • SCH ind #8287

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 Manufacturing retirement plans → · Plans in Massachusetts →

Kate Farms 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kate Farms 401(k) Profit Sharing Plan and TrustKate Farms 401(k) Profit Sha…$10MStanding Rock Community Grant School 401(k)Standing Rock Community Gran…$10MSga Dental Partners Opco LLC 401(k) Profit Sharing PlanSga Dental Partners Opco LLC…$10MFire & Vine Hospitality 401(k) Profit Sharing PlanFire & Vine Hospitality 401(…$10MCustom Control Sensors, LLC 401(k) PlanCustom Control Sensors, LLC …$10M
End-of-year total assets ($M) among Kate Farms 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN465164035
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kate Farms, Inc.)

Sponsor-wide plan assets over time

All Kate Farms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 162.74353900509945% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.35M $14.1M ▲ +162.8%
Year Plans Participants Total Assets
2022 1 191 $5M
2023 1 223 $10M
2024 1 230 $14M

Nearby 401(k) Plans in Massachusetts

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

Kate Farms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kate Farms 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009791305 · Participants: 223Kate Farms 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Kate Farms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kate Farms 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kate Farms 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Standing Rock Community Grant School 401(k) in ND ($10M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Kate Farms 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Kate Farms 401(k) Profit Sharing Plan and Trust surged - up 82.9% during 2023, from $5M to $10M. Reported net income was $4M.
How have Kate Farms, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kate Farms, Inc.'s sponsor-wide assets grew 162.7%, from $5M to $14M.
Which 401(k) plans are similar in size to Kate Farms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Standing Rock Community Grant School 401(k) in ND ($10M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Kate Farms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 465164035.

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.