401(k) · DOL Form 5500 · 2022

Robert J. Young Company, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
631
Participants Below avg headcount
88th
Percentile by assets National rank
$81,073
Avg per participant Below avg balance/head
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Official DOL plan name: R. J. Young Profit Sharing Plan · Sponsored by Robert J. Young Company, Inc. · Tennessee · Other Services

$51M in assets, 631 participants

Robert J. Young Company, Inc.'s R. J. Young Profit Sharing Plan reported $51M in total assets and 631 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,969 in Other Services (8,398 peers)

Where R. J. Young Profit Sharing Plan sits by assets

R. J. Young Profit Sharing Plan sits in the top quartile of all filed plans by assets, $51M for 631 participants (~$81,073/participant), down 17.5% in 2022.

#7,969
in Other Services (8,398 peers)
-17.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R. J. Young Profit Sharing Plan's outsized position by total assets

R. J. Young Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$51,156,754 Top 12% higher than 88% of 139,123 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 2022

R. J. Young Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R. J. Young Profit Sharing Plan sits mid-pack in the medium band (631 participants).

Plan-year Form 5500 strip

Filing strip 620760182 · Robert J. Young Company, Inc. PY 2022 · 401(k)

R. J. Young Profit Sharing Plan · $51M · 631 · 88th

  • NET $51M
  • BOOK 631
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Taylor Guitars Saving and Retirement Plan
  • EBSA ind #7969

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 Other Services retirement plans → · Plans in Tennessee →

R. J. Young Profit Sharing Plan in the asset neighbourhood

Armada Retirement Savings PlanArmada Retirement Savings Pl…$51MMerchants Financial Group, Inc. 401(k) Savings PlanMerchants Financial Group, I…$51MR. J. Young Profit Sharing PlanR. J. Young Profit Sharing P…$51MTaylor Guitars Saving and Retirement PlanTaylor Guitars Saving and Re…$51MUgn, Inc. Retirement and Savings PlanUgn, Inc. Retirement and Sav…$51M
End-of-year total assets ($M) among R. J. Young Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$51M
Net Income-$11M
Employer EIN620760182
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert J. Young Company, Inc.)

Sponsor-wide plan assets over time

All Robert J. Young Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 33.191697424742785% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $51.2M $68.1M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 631 $51M
2023 1 698 $61M
2024 1 686 $68M

Nearby 401(k) Plans in Tennessee

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

R. J. Young Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants R. J. Young Profit Sharing Plan, Total assets ($B): 0.051156754 · Participants: 631R. J. Young Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
R. J. Young Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare R. J. Young Profit Sharing Plan side-by-side with 3 peers →

R. J. Young Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Taylor Guitars Saving and Retirement Plan in CA ($51M); by covered participants it is Rcc 401(k) Plan and Trust in LA (631 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (631 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R. J. Young Profit Sharing Plan assets move in 2022? ▼
R. J. Young Profit Sharing Plan declined sharply - down 17.5% during 2022, from $62M to $51M. Reported net income was -$11M.
How have Robert J. Young Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J. Young Company, Inc.'s sponsor-wide assets grew 33.2%, from $51M to $68M.
Where does R. J. Young Profit Sharing Plan rank by assets among Form 5500 filers? ▼
R. J. Young Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to R. J. Young Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Guitars Saving and Retirement Plan in CA ($51M, 519 participants).
Which 401(k) plans cover a similar participant headcount to R. J. Young Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rcc 401(k) Plan and Trust in LA (631 participants, $66M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620760182.

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.