401(k) · DOL Form 5500 · 2024

Tate Engineering Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
151
Participants Small participant base
59th
Percentile by assets National rank
$76,149
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

$11M in assets, 151 participants

Tate Engineering Systems, Inc.'s Tate Engineering Systems, Inc. Retirement Savings Plan reported $11M in total assets and 151 participants in its 2024 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.

  • #5,150 in Construction (9,039 peers)

Coverage in Maryland

Tate Engineering Systems, Inc. Retirement Savings Plan covers 151 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $11M.

#5,150
in Construction (9,039 peers)
+12.1%
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 2024 · DOL Form 5500

$11,498,500 Top 41% higher than 59% 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 Engineering Systems, Inc. Retirement Savings 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 Engineering Systems, Inc. Retirement Savings Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tate Engineering Systems, Inc. Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Tate Engineering Systems, Inc. Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Tate Engineering Systems, Inc. Retirement Savings Plan reported participants fell from 156 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521642992 · Tate Engineering Systems, Inc. PY 2024 · 401(k)

Tate Engineering Systems, Inc. Retirement Savings Plan · $11M · 151 · 59th

  • EOY $11M
  • 5500 151
  • ASSETS 59th
  • PCT 401(k)
  • EIN near Tommy's 401(k) Retirement Plan
  • RANK ind #5150

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…$11MTommy's 401(k) Retirement PlanTommy's 401(k) Retirement Pl…$11MComanco Environmental Corporation 401(k) PlanComanco Environmental Corpor…$11MOnion River Co-Op 401(k) Plan$11MSkin and Aesthetic Centers 401(k) PlanSkin and Aesthetic Centers 4…$11M
End-of-year total assets ($M) among Tate Engineering Systems, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
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): 0.0114985 · Participants: 151Tate Engineering Systems, Inc. Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Tate Engineering Systems, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

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 Tommy's 401(k) Retirement Plan in MI ($11M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Engineering Systems, Inc. Retirement Savings Plan assets move in 2024?
Tate Engineering Systems, Inc. Retirement Savings Plan grew at a solid clip - up 12.1% during 2024, from $10M to $11M. Reported net income was $1M.
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 Tommy's 401(k) Retirement Plan in MI ($11M, 406 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 Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A in assets).