401(k) · DOL Form 5500 · 2022
Yorktown Systems Group 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 786
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $16,433
- Avg per participant Low balance/head
Official DOL plan name: Yorktown Systems Group 401(k) Plan · Sponsored by Yorktown Systems Group · Alabama · Professional & Technical Services
$13M in assets, 786 participants
Yorktown Systems Group's Yorktown Systems Group 401(k) Plan reported $13M in total assets and 786 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #14,918 in Professional & Technical Services (21,562 peers)
Coverage in Alabama
Yorktown Systems Group 401(k) Plan covers 786 participants in Alabama, 2.2x the typical Alabama plan (state average ~360 per filing). Assets: $13M.
- #14,918
- in Professional & Technical Services (21,562 peers)
- -12.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Yorktown Systems Group 401(k) Plan's outsized position by total assets
Yorktown Systems Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,915,977 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Yorktown Systems Group 401(k) 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. Yorktown Systems Group 401(k) Plan sits mid-pack in the medium band (786 participants).
EBSA filing schedule strip
Filing strip 200530959 · Yorktown Systems Group PY 2022 · 401(k)
Yorktown Systems Group 401(k) Plan · $13M · 786 · 70th
- TYPE $13M
- NET 786
- BOOK 70th
- VS-ST 401(k)
- BOY near Legal News Publishing Company Savings Plan
- SCH ind #14918
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 Professional & Technical Services retirement plans → · Plans in Alabama →
Yorktown Systems Group 401(k) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 200530959 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yorktown Systems Group)
Sponsor-wide plan assets over time
All Yorktown Systems Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.834555295352416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 786 | $13M |
| 2023 | 1 | 494 | $16M |
| 2024 | 1 | 456 | $18M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Yorktown Systems Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Legal News Publishing Company Savings Plan in OH ($13M); by covered participants it is Ti 401(k) Savings Plan in TX (786 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Legal News Publishing Company Savings Plan (OH) $13M · 18
- Maguire Automotive Group, LLC 401(k) Plan (NY) $13M · 391
- Fundamental Advisors LP 401(k) Plan (NY) $13M · 41
- Wulco, Inc. Retirement Savings Plan (OH) $13M · 204
Similar participant headcount
Nearest other-state filings by covered participants (786 participants); asset peers above are excluded.
- Ti 401(k) Savings Plan (TX) 786 · 0 off
- Els of Florida, Inc 401(k) Plan (FL) 786 · 0 off
- Ppl Employee Savings Plan (PA) 786 · 0 off
- Big 'i' Mep 401(k) Plan (VA) 786 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.