401(k) · DOL Form 5500 · 2024

Kate Farms, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
230
Participants Below avg headcount
63rd
Percentile by assets National rank
$61,148
Avg per participant Low balance/head
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Official DOL plan name: Kate Farms 401(k) Profit Sharing Plan and Trust · Sponsored by Kate Farms, Inc. · Massachusetts · Manufacturing

$14M in assets, 230 participants

Kate Farms, Inc.'s Kate Farms 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,008 in Manufacturing (17,777 peers)

Coverage in Massachusetts

Kate Farms 401(k) Profit Sharing Plan and Trust covers 230 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#9,008
in Manufacturing (17,777 peers)
+43.6%
assets growth YoY

Kate Farms 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Kate Farms 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,063,968 Top 37% higher than 63% 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

Kate Farms 401(k) Profit Sharing Plan and Trust 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. Kate Farms 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kate Farms 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Kate Farms 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kate Farms 401(k) Profit Sharing Plan and Trust reported participants rose from 223 in the plan year 2023 filing to 230 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 465164035 · Kate Farms, Inc. PY 2024 · 401(k)

Kate Farms 401(k) Profit Sharing Plan and Trust · $14M · 230 · 63rd

  • 5500 $14M
  • 5500 230
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Tharanco Group, Inc. 401(k) Plan
  • 5500 ind #9008

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 Massachusetts →

Kate Farms 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kate Farms 401(k) Profit Sharing Plan and TrustKate Farms 401(k) Profit Sha…$14MTharanco Group, Inc. 401(k) PlanTharanco Group, Inc. 401(k) …$14MAaag Holdings, Inc. 401(k) PlanAaag Holdings, Inc. 401(k) P…$14MS.M. Wilson & Co. 401(k) Savings PlanS.M. Wilson & Co. 401(k) Sav…$14MJohn L. Scott, Inc. 401(k) Salary Savings PlanJohn L. Scott, Inc. 401(k) S…$14M
End-of-year total assets ($M) among Kate Farms 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN465164035
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kate Farms, Inc.)

Sponsor-wide plan assets over time

All Kate Farms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 162.74353900509945% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.35M $14.1M ▲ +162.8%
Year Plans Participants Total Assets
2022 1 191 $5M
2023 1 223 $10M
2024 1 230 $14M

Nearby 401(k) Plans in Massachusetts

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

Kate Farms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kate Farms 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.014063968 · Participants: 230Kate Farms 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Kate Farms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kate Farms 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kate Farms 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tharanco Group, Inc. 401(k) Plan in NJ ($14M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Kate Farms 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Kate Farms 401(k) Profit Sharing Plan and Trust surged - up 43.6% during 2024, from $10M to $14M. Reported net income was $4M.
How have Kate Farms, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kate Farms, Inc.'s sponsor-wide assets grew 162.7%, from $5M to $14M.
Which 401(k) plans are similar in size to Kate Farms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tharanco Group, Inc. 401(k) Plan in NJ ($14M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Kate Farms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants, $39M 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 465164035.

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.