401(k) · DOL Form 5500 · 2023

Sheri Tate 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
117
Participants Small participant base
72nd
Percentile by assets National rank
$163,216
Avg per participant Above avg balance/head
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Official DOL plan name: Outmatch, Inc. 401(k) Retirement Plan · Sponsored by Sheri Tate · Texas · Professional & Technical Services

$19M in assets, 117 participants

Sheri Tate's Outmatch, Inc. 401(k) Retirement Plan reported $19M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,514 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Outmatch, Inc. 401(k) Retirement Plan covers 117 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#14,514
in Professional & Technical Services (20,321 peers)
+72.8%
assets growth YoY

Outmatch, Inc. 401(k) Retirement Plan's outsized position by total assets

Outmatch, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$19,096,248 Top 28% higher than 72% 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

Outmatch, Inc. 401(k) Retirement 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. Outmatch, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Outmatch, Inc. 401(k) Retirement Plan reported net income rose from -$738K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Outmatch, Inc. 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Outmatch, Inc. 401(k) Retirement Plan reported participants rose from 101 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752289925 · Sheri Tate PY 2023 · 401(k)

Outmatch, Inc. 401(k) Retirement Plan · $19M · 117 · 72nd

  • SCH $19M
  • SCH 117
  • SCH 72nd
  • SCH 401(k)
  • SCH near The Marken 401(k) Plan
  • SCH ind #14514

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 Texas →

Outmatch, Inc. 401(k) Retirement Plan in the asset neighbourhood

Outmatch, Inc. 401(k) Retirement PlanOutmatch, Inc. 401(k) Retire…$19MThe Marken 401(k) Plan$19MSabine Bancshares, Inc. 401(k) PlanSabine Bancshares, Inc. 401(…$19MPaige Electric Co., L.P. 401(k) Profit Sharing PlanPaige Electric Co., L.P. 401…$19MPreston Management, Inc. 401(k) Profit Sharing PlanPreston Management, Inc. 401…$19M
End-of-year total assets ($M) among Outmatch, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN752289925
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheri Tate)

Sponsor-wide plan assets over time

All Sheri Tate plans reported in each filing year

Latest sponsor-wide plan assets
$19M 67.56147995813492% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.1M $18.5M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 101 $11M
2023 1 117 $19M
2024 1 165 $19M

Nearby 401(k) Plans in Texas

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

Outmatch, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Outmatch, Inc. 401(k) Retirement Plan, Total assets ($B): 0.019096248 · Participants: 117Outmatch, Inc. 401(k) Retirement 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
Outmatch, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Outmatch, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Outmatch, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Marken 401(k) Plan in NC ($19M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Outmatch, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Outmatch, Inc. 401(k) Retirement Plan surged - up 72.8% during 2023, from $11M to $19M. Reported net income was $3M.
How have Sheri Tate plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheri Tate's sponsor-wide assets grew 67.6%, from $11M to $19M.
Which 401(k) plans are similar in size to Outmatch, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Marken 401(k) Plan in NC ($19M, 698 participants).
Which 401(k) plans cover a similar participant headcount to Outmatch, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 752289925.

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.