401(k) · DOL Form 5500 · 2023

Tate Engineering Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
156
Participants Small participant base
59th
Percentile by assets National rank
$65,760
Avg per participant Below avg balance/head
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Official DOL plan name: Tate Engineering Systems, Inc. Retirement Savings Plan · Sponsored by Tate Engineering Systems, Inc. · Maryland · Construction

$10M in assets, 156 participants

Tate Engineering Systems, Inc.'s Tate Engineering Systems, Inc. Retirement Savings Plan reported $10M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,195 in Construction (9,030 peers)

Coverage in Maryland

Tate Engineering Systems, Inc. Retirement Savings Plan covers 156 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $10M.

#5,195
in Construction (9,030 peers)
+23.2%
assets growth YoY

Tate Engineering Systems, Inc. Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Tate Engineering Systems, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,258,571 Top 41% higher than 59% of 127,068 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 2023

Tate Engineering Systems, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tate Engineering Systems, Inc. Retirement Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tate Engineering Systems, Inc. Retirement Savings Plan reported net income rose from -$601K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tate Engineering Systems, Inc. Retirement Savings Plan reported participants fell from 293 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • Tate Engineering Systems, Inc. Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521642992 · Tate Engineering Systems, Inc. PY 2023 · 401(k)

Tate Engineering Systems, Inc. Retirement Savings Plan · $10M · 156 · 59th

  • 5500 $10M
  • 5500 156
  • 5500 59th
  • 5500 401(k)
  • 5500 near Kashiv Biosciences, LLC 401(k) Plan
  • 5500 ind #5195

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 Maryland →

Tate Engineering Systems, Inc. Retirement Savings Plan in the asset neighbourhood

Tate Engineering Systems, Inc. Retirement Savings PlanTate Engineering Systems, In…$10MKashiv Biosciences, LLC 401(k) PlanKashiv Biosciences, LLC 401(…$10MMacpherson Western Tool & Supply Co., Inc. 401(k) PlanMacpherson Western Tool & Su…$10MCharter Health Holdings, Inc. 401(k) PlanCharter Health Holdings, Inc…$10MMesa Natural Gas Solutions LLC 401(k) Profit Sharing Plan & TrustMesa Natural Gas Solutions L…$10M
End-of-year total assets ($M) among Tate Engineering Systems, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN521642992
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tate Engineering Systems, Inc.)

Sponsor-wide plan assets over time

All Tate Engineering Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.11645360525564% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.33M $11.5M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 293 $8M
2023 1 156 $10M
2024 1 151 $11M

Nearby 401(k) Plans in Maryland

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

Tate Engineering Systems, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tate Engineering Systems, Inc. Retirement Savings Plan, Total assets ($B): 0.010258571 · Participants: 156Tate Engineering Systems, Inc. Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Tate Engineering Systems, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Tate Engineering Systems, Inc. Retirement Savings Plan side-by-side with 3 peers →

Tate Engineering Systems, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Kashiv Biosciences, LLC 401(k) Plan in NJ ($10M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tate Engineering Systems, Inc. Retirement Savings Plan assets move in 2023? ▼
Tate Engineering Systems, Inc. Retirement Savings Plan grew sharply - up 23.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Tate Engineering Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tate Engineering Systems, Inc.'s sponsor-wide assets grew 38.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Tate Engineering Systems, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kashiv Biosciences, LLC 401(k) Plan in NJ ($10M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Tate Engineering Systems, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521642992.

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.