401(k) · DOL Form 5500 · 2024
Pate Business Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $13K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $12,978
- Avg per participant Low balance/head
Official DOL plan name: Pate Business Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Pate Business Group, Inc. · Tennessee · Other Services
$13K in assets, 1 participants
Pate Business Group, Inc.'s Pate Business Group, Inc. 401(k) Profit Sharing Plan reported $13K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #272 in Other Services (7,719 peers)
Pate Business Group, Inc. multi-year trail
Pate Business Group, Inc.'s plans moved -45.8% in assets from 2022 to 2024; this filing shows Pate Business Group, Inc. 401(k) Profit Sharing Plan at $13K / 1 participant.
- #272
- in Other Services (7,719 peers)
- +6.0%
- assets growth YoY
Pate Business Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Pate Business Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,978 2nd percentile higher than 2% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pate Business Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pate Business Group, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pate Business Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$12K in the plan year 2023 filing to $737 in the plan year 2024 filing.
- Pate Business Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 7 in the plan year 2023 filing to 1 in the plan year 2024 filing.
- Pate Business Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12K in the plan year 2023 filing to $13K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 830912863 · Pate Business Group, Inc. PY 2024 · 401(k)
Pate Business Group, Inc. 401(k) Profit Sharing Plan · $13K · 1 · 2nd
- PART $13K
- TYPE 1
- NET 2nd
- BOOK 401(k)
- VS-ST near Gulf Coast Crue Inc. Retirement Plan
- BOY ind #272
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 Tennessee →
Pate Business Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Pate Business Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pate Business Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13K 45.80079348506995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $24K |
| 2023 | 1 | 7 | $12K |
| 2024 | 1 | 1 | $13K |
Pate Business Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12K |
|---|---|
| Net Assets (End of Year) | $13K |
| Net Income | $737 |
| Employer EIN | 830912863 |
| Plan Effective Date | 2018-06-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Pate Business Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Gulf Coast Crue Inc. Retirement Plan in TX ($13K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.