401(k) · DOL Form 5500 · 2024
Famous Tate 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 226
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $51,377
- Avg per participant Low balance/head
Official DOL plan name: Famous Tate Electric Company 401(k) Savings & Retirement Plan · Sponsored by Famous Tate · Florida · Utilities
$12M in assets, 226 participants
Famous Tate's Famous Tate Electric Company 401(k) Savings & Retirement Plan reported $12M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #203 in Utilities (732 peers)
Coverage in Florida
Famous Tate Electric Company 401(k) Savings & Retirement Plan covers 226 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $12M.
- #203
- in Utilities (732 peers)
- +15.8%
- assets growth YoY
Famous Tate Electric Company 401(k) Savings & Retirement Plan's mid-pack asset rank among Utilities and all filers
Famous Tate Electric Company 401(k) Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,611,269 Top 41% higher than 59% 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
Famous Tate Electric Company 401(k) Savings & Retirement 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. Famous Tate Electric Company 401(k) Savings & Retirement Plan sits mid-pack in the medium band (226 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Famous Tate Electric Company 401(k) Savings & Retirement Plan reported net income rose from $690K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Famous Tate Electric Company 401(k) Savings & Retirement Plan reported participants fell from 249 in the plan year 2023 filing to 226 in the plan year 2024 filing.
- Famous Tate Electric Company 401(k) Savings & Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 592045478 · Famous Tate PY 2024 · 401(k)
Famous Tate Electric Company 401(k) Savings & Retirement Plan · $12M · 226 · 59th
- BOOK $12M
- BOOK 226
- BOOK 59th
- BOOK 401(k)
- BOOK near Cascade Financial Services 401(k) Plan
- BOOK ind #203
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 Utilities retirement plans → · Plans in Florida →
Famous Tate Electric Company 401(k) Savings & Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 592045478 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Famous Tate)
Sponsor-wide plan assets over time
All Famous Tate plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 136.9390618456298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $10M |
| 2023 | 1 | 249 | $11M |
| 2024 | 2 | 488 | $24M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Famous Tate Electric Company 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Cascade Financial Services 401(k) Plan in AZ ($12M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (226 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Cascade Financial Services 401(k) Plan (AZ) $12M · 353
- Pacific Industrial Development 401(k) Profit Sharing Plan & Tru (MI) $12M · 203
- Infinity Healthcare Mgmt. 401(k) Plan (IL) $12M · 8,796
- Ovs 401(k) Retirement Plan (WA) $12M · 300
Similar participant headcount
Nearest other-state filings by covered participants (226 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.