401(k) · DOL Form 5500 · 2024
Tate Ornamental, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $38,527
- Avg per participant Low balance/head
Official DOL plan name: Tate Ornamental 401(k) Plan · Sponsored by Tate Ornamental, Inc. · Tennessee · Manufacturing
$7M in assets, 172 participants
Tate Ornamental, Inc.'s Tate Ornamental 401(k) Plan reported $7M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,505 in Manufacturing (17,777 peers)
Coverage in Tennessee
Tate Ornamental 401(k) Plan covers 172 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.
- #5,505
- in Manufacturing (17,777 peers)
- +8.9%
- assets growth YoY
Tate Ornamental 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Tate Ornamental 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,626,622 47th percentile higher than 47% 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
Tate Ornamental 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. Tate Ornamental 401(k) Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tate Ornamental 401(k) Plan reported net income fell from $778K in the plan year 2023 filing to $539K in the plan year 2024 filing.
- Tate Ornamental 401(k) Plan reported participants rose from 149 in the plan year 2023 filing to 172 in the plan year 2024 filing.
- Tate Ornamental 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 621578663 · Tate Ornamental, Inc. PY 2024 · 401(k)
Tate Ornamental 401(k) Plan · $7M · 172 · 47th
- TYPE $7M
- NET 172
- BOOK 47th
- VS-ST 401(k)
- BOY near Polacheck & Associates, Inc. Profit Sharing Plan
- SCH ind #5505
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 Manufacturing retirement plans → · Plans in Tennessee →
Tate Ornamental 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $539K |
| Employer EIN | 621578663 |
| Plan Effective Date | 2017-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tate Ornamental, Inc.)
Sponsor-wide plan assets over time
All Tate Ornamental, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 24.80357899903214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $5M |
| 2023 | 1 | 149 | $6M |
| 2024 | 1 | 172 | $7M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Tate Ornamental 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Polacheck & Associates, Inc. Profit Sharing Plan in CA ($7M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 172 · 0 off
- The Milk Shake Factory 401(k) Plan (PA) 172 · 0 off
- Lifeline Foods 401(k) Retirement Plan (MO) 172 · 0 off
- Superior National Bank 401(k) & Profit Sharing Plan (MI) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.