401(k) · DOL Form 5500 · 2023

Pate Trucking Company, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
303
Participants Below avg headcount
57th
Percentile by assets National rank
$30,646
Avg per participant Low balance/head
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Official DOL plan name: Zm Holdings Multiple Employer 401(k) Plan · Sponsored by Pate Trucking Company, LLC · Texas · Transportation & Warehousing

$9M in assets, 303 participants

Pate Trucking Company, LLC's Zm Holdings Multiple Employer 401(k) Plan reported $9M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,937 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Zm Holdings Multiple Employer 401(k) Plan covers 303 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#1,937
in Transportation & Warehousing (3,362 peers)
+24.7%
assets growth YoY

Zm Holdings Multiple Employer 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Zm Holdings Multiple Employer 401(k) Plan vs every filed plan by assets

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

$9,285,727 Top 43% higher than 57% 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

Zm Holdings Multiple Employer 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. Zm Holdings Multiple Employer 401(k) Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zm Holdings Multiple Employer 401(k) Plan reported net income rose from -$871K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zm Holdings Multiple Employer 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751366683 · Pate Trucking Company, LLC PY 2023 · 401(k)

Zm Holdings Multiple Employer 401(k) Plan · $9M · 303 · 57th

  • EBSA $9M
  • PART 303
  • TYPE 57th
  • NET 401(k)
  • BOOK near Berrodin Co. 401(k) Plan
  • VS-ST ind #1937

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Zm Holdings Multiple Employer 401(k) Plan in the asset neighbourhood

Zm Holdings Multiple Employer 401(k) PlanZm Holdings Multiple Employe…$9MBerrodin Co. 401(k) Plan$9MDow Electric, Inc. 401(k) Retirement PlanDow Electric, Inc. 401(k) Re…$9MHouse Foods America Corporation Profit Sharing PlanHouse Foods America Corporat…$9MSolari, Inc. 401(k) Plan$9M
End-of-year total assets ($M) among Zm Holdings Multiple Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN751366683
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pate Trucking Company, LLC)

Sponsor-wide plan assets over time

All Pate Trucking Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 41.24252405840207% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.45M $10.5M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 306 $7M
2023 1 303 $9M
2024 1 279 $11M

Nearby 401(k) Plans in Texas

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

Zm Holdings Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Zm Holdings Multiple Employer 401(k) Plan, Total assets ($B): 0.009285727 · Participants: 303Zm Holdings Multiple Employer 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Zm Holdings Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Zm Holdings Multiple Employer 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Berrodin Co. 401(k) Plan in PA ($9M); by covered participants it is Wm. a. Straub, Inc. 401(k) Plan in MO (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Zm Holdings Multiple Employer 401(k) Plan assets move in 2023? ▼
Zm Holdings Multiple Employer 401(k) Plan grew sharply - up 24.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have Pate Trucking Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pate Trucking Company, LLC's sponsor-wide assets grew 41.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Zm Holdings Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berrodin Co. 401(k) Plan in PA ($9M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Zm Holdings Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wm. a. Straub, Inc. 401(k) Plan in MO (303 participants, $7M 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 751366683.

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.