401(k) · DOL Form 5500 · 2024
Jerry Pate Company 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $53,315
- Avg per participant Low balance/head
Official DOL plan name: Jerry Pate Company Retirement Plan · Sponsored by Jerry Pate Company · Florida · Wholesale Trade
$10M in assets, 196 participants
Jerry Pate Company's Jerry Pate Company Retirement Plan reported $10M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #2,933 in Wholesale Trade (6,080 peers)
Coverage in Florida
Jerry Pate Company Retirement Plan covers 196 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $10M.
- #2,933
- in Wholesale Trade (6,080 peers)
- +4.9%
- assets growth YoY
Jerry Pate Company Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Jerry Pate Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,449,726 Top 43% higher than 57% 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
Jerry Pate Company 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. Jerry Pate Company Retirement Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jerry Pate Company Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $595K in the plan year 2024 filing.
- Jerry Pate Company Retirement Plan reported participants rose from 172 in the plan year 2023 filing to 196 in the plan year 2024 filing.
- Jerry Pate Company Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 593472632 · Jerry Pate Company PY 2024 · 401(k)
Jerry Pate Company Retirement Plan · $10M · 196 · 57th
- IND $10M
- EOY 196
- 5500 57th
- ASSETS 401(k)
- PCT near Payday Retirement Savings Plan
- EIN ind #2933
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 Wholesale Trade retirement plans → · Plans in Florida →
Jerry Pate Company Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $595K |
| Employer EIN | 593472632 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jerry Pate Company)
Sponsor-wide plan assets over time
All Jerry Pate Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 20.320597745374673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $9M |
| 2023 | 1 | 172 | $10M |
| 2024 | 1 | 196 | $10M |
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
Jerry Pate Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Payday Retirement Savings Plan in NM ($10M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Payday Retirement Savings Plan (NM) $10M · 804
- Francotyp-Postalia Inc 401(k) Plan (IL) $10M · 119
- 1e, Inc. 401(k) Plan (NY) $10M · 65
- Compass Construction 401(k) Plan (WA) $10M · 133
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- Sai360 401(k) Savings Plan (IL) 196 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 196 · 0 off
- Marking Services, Inc. 401(k) Plan (WI) 196 · 0 off
- Arcoro Holdings Corp. Profit Sharing Plan (CA) 196 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.