401(k) · DOL Form 5500 · 2023

Jeanne T. Tate, P. a. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
42nd
Percentile by assets National rank
$173,774
Avg per participant Above avg balance/head
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Official DOL plan name: Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan · Sponsored by Jeanne T. Tate, P. a. · Florida · Professional & Technical Services

$4M in assets, 25 participants

Jeanne T. Tate, P. a.'s Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan reported $4M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,978 in Professional & Technical Services (20,321 peers)

Jeanne T. Tate, P. a. multi-year trail

Jeanne T. Tate, P. a.'s plans moved +16.1% in assets from 2022 to 2023; this filing shows Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan at $4M / 25 participants.

#7,978
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY

Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,344,350 42nd percentile higher than 42% 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

Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan reported net income rose from -$597K in the plan year 2022 filing to $598K in the plan year 2023 filing.
  • Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan reported participants fell from 28 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593541284 · Jeanne T. Tate, P. a. PY 2023 · 401(k)

Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan · $4M · 25 · 42nd

  • PCT $4M
  • EIN 25
  • RANK 42nd
  • PHOTO 401(k)
  • IND near Interface Masters Technologies, Inc. Profit Sharing 401(k) Plan
  • EOY ind #7978

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 Florida →

Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan in the asset neighbourhood

Jeanne T. Tate, P. a. 401(k) Profit Sharing PlanJeanne T. Tate, P. a. 401(k)…$4MInterface Masters Technologies, Inc. Profit Sharing 401(k) PlanInterface Masters Technologi…$4MIdeatek Telcom, LLC 401(k) PlanIdeatek Telcom, LLC 401(k) P…$4MEpc Power 401(k) Plan$4MThe Ifh Group, Inc. 401(k) PlanThe Ifh Group, Inc. 401(k) P…$4M
End-of-year total assets ($M) among Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jeanne T. Tate, P. a. multi-year asset trail

Sponsor-wide plan assets over time

All Jeanne T. Tate, P. a. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.075324251295655% vs 2022
2023 filing year
$3.6M$3.8M$4M$4.2M$4.4M 20222023 $3.74M $4.34M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 25 $4M

Jeanne T. Tate, P. a. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$598K
Employer EIN593541284
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan, Total assets ($B): 0.00434435 · Participants: 25Jeanne T. Tate, P. a. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Interface Masters Technologies, Inc. Profit Sharing 401(k) Plan in CA ($4M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan grew sharply - up 16.1% during 2023, from $4M to $4M. Reported net income was $598K.
How have Jeanne T. Tate, P. a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jeanne T. Tate, P. a.'s sponsor-wide assets grew 16.1%, from $4M to $4M.
Which 401(k) plans are similar in size to Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interface Masters Technologies, Inc. Profit Sharing 401(k) Plan in CA ($4M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Jeanne T. Tate, P. a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 593541284.

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.