Profit Sharing · DOL Form 5500 · 2024
Pate Industries Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $142,857
- Avg per participant Near avg balance/head
Official DOL plan name: Pate Industries Inc. Retirement Plan · Sponsored by Pate Industries Inc. · North Carolina · Other Services
$1M in assets, 7 participants
Pate Industries Inc.'s Pate Industries Inc. Retirement Plan reported $1M in total assets and 7 participants in its 2024 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.
- #3,629 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Pate Industries Inc. Retirement Plan ranks #3,629 of 7,719 2024 filers by assets (2007% of the sector average)-$1M for 7 participants.
- #3,629
- in Other Services (7,719 peers)
- +11.1%
- 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 2024 · DOL Form 5500
$1,000,000 23rd percentile higher than 23% 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 Industries Inc. Retirement 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 Industries Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pate Industries Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Pate Industries Inc. Retirement Plan reported net income rose from $50K in the plan year 2023 filing to $100K in the plan year 2024 filing.
- Pate Industries Inc. Retirement Plan end-of-year assets rose from $900K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 471549146 · Pate Industries Inc. PY 2024 · Profit Sharing
Pate Industries Inc. Retirement Plan · $1M · 7 · 23rd
- VS-ST $1M
- BOY 7
- SCH 23rd
- EBSA Profit Sharing
- PART near Nova Capital Funding Inc. Retirement Plan
- TYPE ind #3629
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
Other Services filing particulars
| Total Assets (Beginning of Year) | $900K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $100K |
| Employer EIN | 471549146 |
| Plan Effective Date | 2014-08-08 |
| Filing Status | FILING 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
| 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.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
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 Nova Capital Funding Inc. Retirement Plan in NJ ($1M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.