Profit Sharing · DOL Form 5500 · 2023

Pate Industries Inc. Profit Sharing Plan

Data updated 2026-08-25

$900K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$450,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pate Industries Inc. Retirement Plan · Sponsored by Pate Industries Inc. · North Carolina · Other Services

$900K in assets, 2 participants

Pate Industries Inc.'s Pate Industries Inc. Retirement Plan reported $900K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,664 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Pate Industries Inc. Retirement Plan ranks #3,664 of 7,857 2023 filers by assets (2230% of the sector average)-$900K for 2 participants.

#3,664
in Other Services (7,857 peers)
+5.9%
assets growth YoY

Pate Industries Inc. Retirement Plan among the smaller filed plans by assets

Pate Industries Inc. Retirement Plan vs every filed plan by assets

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

$900,000 23rd percentile higher than 23% 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

Pate Industries Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pate Industries Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pate Industries Inc. Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Pate Industries Inc. Retirement Plan end-of-year assets rose from $850K in the plan year 2022 filing to $900K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471549146 · Pate Industries Inc. PY 2023 · Profit Sharing

Pate Industries Inc. Retirement Plan · $900K · 2 · 23rd

  • VS-ST $900K
  • VS-ST 2
  • VS-ST 23rd
  • VS-ST Profit Sharing
  • VS-ST near Nobsmarina Inc. Retirement Plan
  • VS-ST ind #3664

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 Other Services retirement plans → · Plans in North Carolina →

Pate Industries Inc. Retirement Plan in the asset neighbourhood

Pate Industries Inc. Retirement PlanPate Industries Inc. Retirem…$900KNobsmarina Inc. Retirement PlanNobsmarina Inc. Retirement P…$900KRousemkg Inc. Retirement Plan$900KTnerst, Inc. Retirement Plan$900KPeter Hoffmann Dmd PC Money Purchase Pension PlanPeter Hoffmann Dmd PC Money …$900K
End-of-year total assets ($M) among Pate Industries Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$850K
Net Assets (End of Year)$900K
Net Income$50K
Employer EIN471549146
Plan Effective Date2014-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Pate Industries Inc.)

Sponsor-wide plan assets over time

All Pate Industries Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.647058823529413% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.85M $1M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 3 $850K
2023 1 2 $900K
2024 1 7 $1M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pate Industries Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Pate Industries Inc. Retirement Plan, Total assets ($B): 0.0009 · Participants: 2Pate Industries Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Pate Industries Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Pate Industries Inc. Retirement Plan side-by-side with 3 peers →

Pate Industries Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Nobsmarina Inc. Retirement Plan in FL ($900K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($900K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Pate Industries Inc. Retirement Plan assets move in 2023? ▼
Pate Industries Inc. Retirement Plan grew at a solid clip - up 5.9% during 2023, from $850K to $900K. Reported net income was $50K.
How have Pate Industries Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pate Industries Inc.'s sponsor-wide assets grew 17.6%, from $850K to $1M.
Where does Pate Industries Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Pate Industries Inc. Retirement Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Pate Industries Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nobsmarina Inc. Retirement Plan in FL ($900K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Pate Industries Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 471549146.

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.