401(k) · DOL Form 5500 · 2023

Kta-Tator, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
266
Participants Below avg headcount
83rd
Percentile by assets National rank
$146,658
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kta Tator, Inc. 401(k) Profit Sharing Plan · Sponsored by Kta-Tator, Inc. · Pennsylvania · Professional & Technical Services

$39M in assets, 266 participants

Kta-Tator, Inc.'s Kta Tator, Inc. 401(k) Profit Sharing Plan reported $39M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,962 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Kta Tator, Inc. 401(k) Profit Sharing Plan covers 266 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#16,962
in Professional & Technical Services (20,321 peers)
+15.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kta Tator, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Kta Tator, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,010,989 Top 17% higher than 83% 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

Kta Tator, Inc. 401(k) Profit Sharing 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. Kta Tator, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kta Tator, Inc. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kta Tator, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Kta Tator, Inc. 401(k) Profit Sharing Plan reported participants fell from 282 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251342759 · Kta-Tator, Inc. PY 2023 · 401(k)

Kta Tator, Inc. 401(k) Profit Sharing Plan · $39M · 266 · 83rd

  • TYPE $39M
  • TYPE 266
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Nystrom & Associates, Ltd. 401(k) Plan
  • TYPE ind #16962

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 Pennsylvania →

Kta Tator, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Kta Tator, Inc. 401(k) Profit Sharing PlanKta Tator, Inc. 401(k) Profi…$39MNystrom & Associates, Ltd. 401(k) PlanNystrom & Associates, Ltd. 4…$39MNexon America, Inc. 401(k) Retirement Savings PlanNexon America, Inc. 401(k) R…$39MEmc/Woodfin 401(k) Plan$39MReddy Ice LLC 401(k) Plan$39M
End-of-year total assets ($M) among Kta Tator, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN251342759
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kta-Tator, Inc.)

Sponsor-wide plan assets over time

All Kta-Tator, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 32.879710902891% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.9M $45M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 282 $34M
2023 1 266 $39M
2024 1 263 $45M

Nearby 401(k) Plans in Pennsylvania

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

Kta Tator, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Kta Tator, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.039010989 · Participants: 266Kta Tator, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Kta Tator, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kta Tator, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kta Tator, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Nystrom & Associates, Ltd. 401(k) Plan in MN ($39M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Kta Tator, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kta Tator, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.2% during 2023, from $34M to $39M. Reported net income was $5M.
How have Kta-Tator, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kta-Tator, Inc.'s sponsor-wide assets grew 32.9%, from $34M to $45M.
Where does Kta Tator, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kta Tator, Inc. 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kta Tator, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nystrom & Associates, Ltd. 401(k) Plan in MN ($39M, 1,513 participants).
Which 401(k) plans cover a similar participant headcount to Kta Tator, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 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 251342759.

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.