401(k) · DOL Form 5500 · 2024
Bates Electric, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $32,913
- Avg per participant Low balance/head
Official DOL plan name: Bates Electric, Inc. Retirement Plan · Sponsored by Bates Electric, Inc. · Florida · Construction
$7M in assets, 199 participants
Bates Electric, Inc.'s Bates Electric, Inc. Retirement Plan reported $7M in total assets and 199 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.
- #4,120 in Construction (9,039 peers)
Coverage in Florida
Bates Electric, Inc. Retirement Plan covers 199 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $7M.
- #4,120
- in Construction (9,039 peers)
- +24.9%
- assets growth YoY
Bates Electric, Inc. Retirement Plan's mid-pack asset rank among Construction and all filers
Bates Electric, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,549,652 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
Bates Electric, Inc. 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. Bates Electric, Inc. Retirement Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Bates Electric, Inc. Retirement Plan reported net income rose from -$362K in the plan year 2022 filing to $1M in the plan year 2024 filing.
- Bates Electric, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2024 filing.
- Bates Electric, Inc. Retirement Plan reported participants rose from 153 in the plan year 2022 filing to 199 in the plan year 2024 filing.
DOL schedule card
Filing strip 592514390 · Bates Electric, Inc. PY 2024 · 401(k)
Bates Electric, Inc. Retirement Plan · $7M · 199 · 47th
- PART $7M
- TYPE 199
- NET 47th
- BOOK 401(k)
- VS-ST near Upstack 401(k) Plan
- BOY ind #4120
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 Construction retirement plans → · Plans in Florida →
Bates Electric, Inc. Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 592514390 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bates Electric, Inc.)
Sponsor-wide plan assets over time
All Bates Electric, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 64.73348980912034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $4M |
| 2024 | 1 | 199 | $7M |
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
Bates Electric, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Upstack 401(k) Plan in NY ($7M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Upstack 401(k) Plan (NY) $7M · 158
- Lauth Group, Inc. 401(k) Savings Plan (IN) $7M · 92
- Aviation Security Management, LLC 401(k) Plan (VA) $7M · 305
- Vista Managing Services 401(k) Plan (TX) $7M · 227
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Cascade Services, Inc. 401(k) Plan (UT) 199 · 0 off
- Erie Federal Credit Union 401(k) Plan and Trust (PA) 199 · 0 off
- Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan (OK) 199 · 0 off
- Popmenu 401(k) Plan (GA) 199 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.