401(k) · DOL Form 5500 · 2024

Tater Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
165
Participants Small participant base
30th
Percentile by assets National rank
$12,804
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tater Inc. 401(k) Plan · Sponsored by Tater Inc. · Idaho · Finance & Insurance

$2M in assets, 165 participants

Tater Inc.'s Tater Inc. 401(k) Plan reported $2M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,622 in Finance & Insurance (8,549 peers)

Coverage in Idaho

Tater Inc. 401(k) Plan covers 165 participants in Idaho, about 48% of the average Idaho filer (state average ~347 per filing). Assets: $2M.

#1,622
in Finance & Insurance (8,549 peers)
+82.1%
assets growth YoY

Tater Inc. 401(k) Plan among the smaller filed plans by assets

Tater Inc. 401(k) Plan vs every filed plan by assets

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

$2,112,581 30th percentile higher than 30% 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

Tater Inc. 401(k) 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. Tater Inc. 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tater Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tater Inc. 401(k) Plan reported participants rose from 127 in the plan year 2023 filing to 165 in the plan year 2024 filing.
  • Tater Inc. 401(k) Plan reported net income rose from $858K in the plan year 2023 filing to $953K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 862004872 · Tater Inc. PY 2024 · 401(k)

Tater Inc. 401(k) Plan · $2M · 165 · 30th

  • EOY $2M
  • EOY 165
  • EOY 30th
  • EOY 401(k)
  • EOY near Ssmg 401(k) Profit Sharing Plan and Trust
  • EOY ind #1622

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 Finance & Insurance retirement plans → · Plans in Idaho →

Tater Inc. 401(k) Plan in the asset neighbourhood

Tater Inc. 401(k) Plan$2MSsmg 401(k) Profit Sharing Plan and TrustSsmg 401(k) Profit Sharing P…$2MPearson Ford, Inc. 401(k) PlanPearson Ford, Inc. 401(k) Pl…$2MMorning View Care Center 401(k) PlanMorning View Care Center 401…$2MPollmann North America 401(k) PlanPollmann North America 401(k…$2M
End-of-year total assets ($M) among Tater Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$953K
Employer EIN862004872
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tater Inc.)

Sponsor-wide plan assets over time

All Tater Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 601.0273597584244% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.3M $2.11M ▲ +603.3%
Year Plans Participants Total Assets
2022 1 102 $301K
2023 1 127 $1M
2024 1 165 $2M

Nearby 401(k) Plans in Idaho

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

Tater Inc. 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tater Inc. 401(k) Plan, Total assets ($B): 0.002112581 · Participants: 165Tater Inc. 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Tater Inc. 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Tater Inc. 401(k) Plan side-by-side with 3 peers →

Tater Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Ssmg 401(k) Profit Sharing Plan and Trust in GA ($2M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Tater Inc. 401(k) Plan assets move in 2024? ▼
Tater Inc. 401(k) Plan surged - up 82.1% during 2024, from $1M to $2M. Reported net income was $953K.
How have Tater Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tater Inc.'s sponsor-wide assets grew 601.0%, from $301K to $2M.
Which 401(k) plans are similar in size to Tater Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssmg 401(k) Profit Sharing Plan and Trust in GA ($2M, 1,066 participants).
Which 401(k) plans cover a similar participant headcount to Tater Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 862004872.

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.