401(k) · DOL Form 5500 · 2023

The Tate Group, Inc. 401(k) Plan

Data updated 2026-08-25

$692K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$691,950
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tate Group 401(k) · Sponsored by The Tate Group, Inc. · Alabama · Finance & Insurance

$692K in assets, 1 participants

The Tate Group, Inc.'s Tate Group 401(k) reported $692K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,122 in Finance & Insurance (8,869 peers)

The Tate Group, Inc. multi-year trail

The Tate Group, Inc.'s plans moved +68.6% in assets from 2022 to 2024; this filing shows Tate Group 401(k) at $692K / 1 participant.

#1,122
in Finance & Insurance (8,869 peers)
+42.6%
assets growth YoY

Tate Group 401(k) among the smaller filed plans by assets

Tate Group 401(k) vs every filed plan by assets

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

$691,950 21st percentile higher than 21% 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

Tate Group 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tate Group 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tate Group 401(k) reported net income rose from $116K in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Tate Group 401(k) end-of-year assets rose from $485K in the plan year 2022 filing to $692K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841857093 · The Tate Group, Inc. PY 2023 · 401(k)

Tate Group 401(k) · $692K · 1 · 21st

  • TYPE $692K
  • TYPE 1
  • TYPE 21st
  • TYPE 401(k)
  • TYPE near Credendum Holdings, Inc. 401(k) Plan
  • TYPE ind #1122

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 Finance & Insurance retirement plans → · Plans in Alabama →

Tate Group 401(k) in the asset neighbourhood

Tate Group 401(k)$692KCredendum Holdings, Inc. 401(k) PlanCredendum Holdings, Inc. 401…$692KThe Grayson Group Inc. 401(k) PlanThe Grayson Group Inc. 401(k…$692KVineyard Collection, Inc. 401(k) PlanVineyard Collection, Inc. 40…$692KTimberline Supply, Inc. - 401(k) PlanTimberline Supply, Inc. - 40…$692K
End-of-year total assets ($M) among Tate Group 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Tate Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Tate Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$818K 68.6266830470882% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.49M $0.82M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 1 $485K
2023 1 1 $692K
2024 1 1 $818K

The Tate Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$485K
Net Assets (End of Year)$692K
Net Income$207K
Employer EIN841857093
Plan Effective Date2019-07-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Tate Group 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Tate Group 401(k), Total assets ($B): 0.00069195 · Participants: 1Tate Group 401(k)Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Tate Group 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Tate Group 401(k) side-by-side with 3 peers →

Tate Group 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Credendum Holdings, Inc. 401(k) Plan in PA ($692K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($692K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Tate Group 401(k) assets move in 2023? ▼
Tate Group 401(k) surged - up 42.6% during 2023, from $485K to $692K. Reported net income was $207K.
How have The Tate Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tate Group, Inc.'s sponsor-wide assets grew 68.6%, from $485K to $818K.
Where does Tate Group 401(k) rank by assets among Form 5500 filers? ▼
Tate Group 401(k) ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tate Group 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Credendum Holdings, Inc. 401(k) Plan in PA ($692K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Tate Group 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 841857093.

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.