401(k) · DOL Form 5500 · 2023
Tarter Management 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 981
- Participants Near avg headcount
- 61st
- Percentile by assets National rank
- $11,627
- Avg per participant Low balance/head
Official DOL plan name: Tarter Gate Company 401(k) Plan · Sponsored by Tarter Management · Kentucky · Manufacturing
$11M in assets, 981 participants
Tarter Management's Tarter Gate Company 401(k) Plan reported $11M in total assets and 981 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #9,061 in Manufacturing (18,722 peers)
What the 2023 filing shows
Tarter Gate Company 401(k) Plan holds $11M for 981 participants - about $11,627 per participant, above the median plan by assets.
- #9,061
- in Manufacturing (18,722 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $640K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tarter Gate Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Tarter Gate Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,405,980 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tarter Gate Company 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. Tarter Gate Company 401(k) Plan sits mid-pack in the medium band (981 participants).
Plan-year Form 5500 strip
Filing strip 610662270 · Tarter Management PY 2023 · 401(k)
Tarter Gate Company 401(k) Plan · $11M · 981 · 61st
- VS-ST $11M
- BOY 981
- SCH 61st
- EBSA 401(k)
- PART near Lopata, Flegel & Company LLP 401(k) Plan
- TYPE ind #9061
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 Kentucky →
Tarter Gate Company 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$640K |
| Employer EIN | 610662270 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tarter Management)
Sponsor-wide plan assets over time
All Tarter Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 4.491871807595665% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 981 | $11M |
| 2024 | 1 | 852 | $11M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Tarter Gate Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Lopata, Flegel & Company LLP 401(k) Plan in MO ($11M); by covered participants it is Encore Electric, Inc. 401(k) Plan in CO (981 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (981 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.