401(k) · DOL Form 5500 · 2024

Tates Bake Shop, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
467
Participants Below avg headcount
51st
Percentile by assets National rank
$17,291
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tate's Bake Shop 401(k) Plan · Sponsored by Tates Bake Shop, Inc. · New York · Retail Trade

$8M in assets, 467 participants

Tates Bake Shop, Inc.'s Tate's Bake Shop 401(k) Plan reported $8M in total assets and 467 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,950 in Retail Trade (8,048 peers)

Tates Bake Shop, Inc. multi-year trail

Tates Bake Shop, Inc.'s plans moved +72.1% in assets from 2022 to 2024; this filing shows Tate's Bake Shop 401(k) Plan at $8M / 467 participants.

#4,950
in Retail Trade (8,048 peers)
+22.7%
assets growth YoY

Tate's Bake Shop 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Tate's Bake Shop 401(k) Plan vs every filed plan by assets

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

$8,074,957 Top 49% higher than 51% 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

Tate's Bake Shop 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's Bake Shop 401(k) Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tate's Bake Shop 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Tate's Bake Shop 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Tate's Bake Shop 401(k) Plan reported participants fell from 526 in the plan year 2023 filing to 467 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113558095 · Tates Bake Shop, Inc. PY 2024 · 401(k)

Tate's Bake Shop 401(k) Plan · $8M · 467 · 51st

  • EOY $8M
  • EOY 467
  • EOY 51st
  • EOY 401(k)
  • EOY near Miva, Inc. 401(k) Profit Sharing Plan
  • EOY ind #4950

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 Retail Trade retirement plans → · Plans in New York →

Tate's Bake Shop 401(k) Plan in the asset neighbourhood

Matsushita Int'l Corp. and Its Subsidiaries/Affiliates 401(k) PlanMatsushita Int'l Corp. and I…$8MCovert Manufacturing, Inc. Employees 401(k) Profit Sharing Plan and TrustCovert Manufacturing, Inc. E…$8MTate's Bake Shop 401(k) Plan$8MMiva, Inc. 401(k) Profit Sharing PlanMiva, Inc. 401(k) Profit Sha…$8MNanotronics Imaging, Inc. 401(k) PlanNanotronics Imaging, Inc. 40…$8M
End-of-year total assets ($M) among Tate's Bake Shop 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tates Bake Shop, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tates Bake Shop, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 72.06155127259105% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.69M $8.07M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 544 $5M
2023 1 526 $7M
2024 1 467 $8M

Tates Bake Shop, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN113558095
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Tate's Bake Shop 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tate's Bake Shop 401(k) Plan, Total assets ($B): 0.008074957 · Participants: 467Tate's Bake Shop 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Tate's Bake Shop 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tate's Bake Shop 401(k) Plan side-by-side with 3 peers →

Tate's Bake Shop 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Miva, Inc. 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Flogistix, LP 401(k) Plan in OK (467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Tate's Bake Shop 401(k) Plan assets move in 2024? ▼
Tate's Bake Shop 401(k) Plan grew sharply - up 22.7% during 2024, from $7M to $8M. Reported net income was $1M.
How have Tates Bake Shop, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tates Bake Shop, Inc.'s sponsor-wide assets grew 72.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Tate's Bake Shop 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miva, Inc. 401(k) Profit Sharing Plan in CA ($8M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Tate's Bake Shop 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flogistix, LP 401(k) Plan in OK (467 participants, $21M 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 113558095.

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.