401(k) · DOL Form 5500 · 2024
Z.V. Pate, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 347
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $71,418
- Avg per participant Below avg balance/head
Official DOL plan name: Z.V. Pate Group Retirement Savings & Profit Sharing Plan · Sponsored by Z.V. Pate, Inc. · North Carolina · Agriculture, Forestry & Fishing
$25M in assets, 347 participants
Z.V. Pate, Inc.'s Z.V. Pate Group Retirement Savings & Profit Sharing Plan reported $25M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #995 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in North Carolina
Z.V. Pate Group Retirement Savings & Profit Sharing Plan covers 347 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $25M.
- #995
- in Agriculture, Forestry & Fishing (1,217 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Z.V. Pate Group Retirement Savings & Profit Sharing Plan's outsized position by total assets
Z.V. Pate Group Retirement Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,782,060 Top 26% higher than 74% 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
Z.V. Pate Group Retirement Savings & Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Z.V. Pate Group Retirement Savings & Profit Sharing Plan sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Z.V. Pate Group Retirement Savings & Profit Sharing Plan reported net income fell from -$878K in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Z.V. Pate Group Retirement Savings & Profit Sharing Plan end-of-year assets fell from $30M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Z.V. Pate Group Retirement Savings & Profit Sharing Plan reported participants fell from 362 in the plan year 2023 filing to 347 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 560350280 · Z.V. Pate, Inc. PY 2024 · 401(k)
Z.V. Pate Group Retirement Savings & Profit Sharing Plan · $25M · 347 · 74th
- IND $25M
- EOY 347
- 5500 74th
- ASSETS 401(k)
- PCT near Jpw Industries Employees Retirement Plan
- EIN ind #995
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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Carolina →
Z.V. Pate Group Retirement Savings & Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$6M |
| Employer EIN | 560350280 |
| Plan Effective Date | 1948-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Z.V. Pate, Inc.)
Sponsor-wide plan assets over time
All Z.V. Pate, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 20.545147076245147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 446 | $31M |
| 2023 | 1 | 362 | $30M |
| 2024 | 1 | 347 | $25M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Z.V. Pate Group Retirement Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Jpw Industries Employees Retirement Plan in TN ($25M); by covered participants it is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Jpw Industries Employees Retirement Plan (TN) $25M · 284
- Spaulding Ridge 401(k) Plan (IL) $25M · 278
- Nova 401(k) Plan (TX) $25M · 185
- The Pittsburgh Trust for Cultural Resources Retirement Plan (PA) $25M · 156
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Cosmetic Physician Partners LLC 401(k) Plan (TX) 347 · 0 off
- Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA (PR) 347 · 0 off
- K Post Company 401(k) (TX) 347 · 0 off
- Behold Washington 401(k) Plan (MS) 347 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.