401(k) · DOL Form 5500 · 2024

Tate Andale, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
45th
Percentile by assets National rank
$226,310
Avg per participant Above avg balance/head
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Official DOL plan name: Tate Andale, LLC Retirement Savings Plan · Sponsored by Tate Andale, LLC · Maryland · Manufacturing

$6M in assets, 26 participants

Tate Andale, LLC's Tate Andale, LLC Retirement Savings Plan reported $6M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,043 in Manufacturing (17,777 peers)

Tate Andale, LLC multi-year trail

Tate Andale, LLC's plans moved +40.1% in assets from 2022 to 2024; this filing shows Tate Andale, LLC Retirement Savings Plan at $6M / 26 participants.

#5,043
in Manufacturing (17,777 peers)
+19.1%
assets growth YoY

Tate Andale, LLC Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Tate Andale, LLC Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,884,062 45th percentile higher than 45% of 123,620 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 2024

Tate Andale, LLC Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tate Andale, LLC Retirement Savings Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tate Andale, LLC Retirement Savings Plan reported net income rose from $743K in the plan year 2023 filing to $942K in the plan year 2024 filing.
  • Tate Andale, LLC Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Tate Andale, LLC Retirement Savings Plan reported participants rose from 25 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520692866 · Tate Andale, LLC PY 2024 · 401(k)

Tate Andale, LLC Retirement Savings Plan · $6M · 26 · 45th

  • NET $6M
  • BOOK 26
  • VS-ST 45th
  • BOY 401(k)
  • SCH near Panel Processing, Inc. 401(k) Plan
  • EBSA ind #5043

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 Manufacturing retirement plans → · Plans in Maryland →

Tate Andale, LLC Retirement Savings Plan in the asset neighbourhood

Tate Andale, LLC Retirement Savings PlanTate Andale, LLC Retirement …$6MPanel Processing, Inc. 401(k) PlanPanel Processing, Inc. 401(k…$6MJ.M. Fahey Construction Company 401(k) PlanJ.M. Fahey Construction Comp…$6MNational Arbitration & Mediation LLC 401(k) PlanNational Arbitration & Media…$6MCamp Roofing, Ltd. 401(k) Profit Sharing PlanCamp Roofing, Ltd. 401(k) Pr…$6M
End-of-year total assets ($M) among Tate Andale, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tate Andale, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tate Andale, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.11249362130545% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.2M $5.88M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 26 $4M
2023 1 25 $5M
2024 1 26 $6M

Tate Andale, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$942K
Employer EIN520692866
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Tate Andale, LLC Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tate Andale, LLC Retirement Savings Plan, Total assets ($B): 0.005884062 · Participants: 26Tate Andale, LLC Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Tate Andale, LLC Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Tate Andale, LLC Retirement Savings Plan side-by-side with 3 peers →

Tate Andale, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Panel Processing, Inc. 401(k) Plan in MI ($6M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tate Andale, LLC Retirement Savings Plan assets move in 2024? ▼
Tate Andale, LLC Retirement Savings Plan grew sharply - up 19.1% during 2024, from $5M to $6M. Reported net income was $942K.
How have Tate Andale, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tate Andale, LLC's sponsor-wide assets grew 40.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Tate Andale, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Panel Processing, Inc. 401(k) Plan in MI ($6M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Tate Andale, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520692866.

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.