401(k) · DOL Form 5500 · 2022

Wyrick Robbins Yates & Ponton LLP 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
156
Participants Small participant base
91st
Percentile by assets National rank
$451,489
Avg per participant High balance/head
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Official DOL plan name: Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan · Sponsored by Wyrick Robbins Yates & Ponton LLP · North Carolina · Professional & Technical Services

$70M in assets, 156 participants

Wyrick Robbins Yates & Ponton LLP's Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reported $70M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,782 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan covers 156 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $70M.

#19,782
in Professional & Technical Services (21,562 peers)
-17.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan's outsized position by total assets

Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$70,432,327 Top 9% higher than 91% 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

Wyrick Robbins Yates & Ponton LLP 401(k) 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. Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

Published 5500 schedule card

Filing strip 561400994 · Wyrick Robbins Yates & Ponton LLP PY 2022 · 401(k)

Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan · $70M · 156 · 91st

  • BOY $70M
  • SCH 156
  • EBSA 91st
  • PART 401(k)
  • TYPE near Novus International, Inc. Retirement Savings Plan
  • NET ind #19782

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 North Carolina →

Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Open Pep$70MDunn Investment Company 401(k) PlanDunn Investment Company 401(…$70MSouthwest Energy Profit Sharing PlanSouthwest Energy Profit Shar…$70MWyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing PlanWyrick Robbins Yates & Ponto…$70MNovus International, Inc. Retirement Savings PlanNovus International, Inc. Re…$70M
End-of-year total assets ($M) among Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$70M
Net Income-$15M
Employer EIN561400994
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wyrick Robbins Yates & Ponton LLP)

Sponsor-wide plan assets over time

All Wyrick Robbins Yates & Ponton LLP plans reported in each filing year

Latest sponsor-wide plan assets
$102M 44.3235178073841% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $70.4M $102M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 156 $70M
2023 1 163 $87M
2024 1 166 $102M

Nearby 401(k) Plans in North Carolina

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

Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.070432327 · Participants: 156Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Novus International, Inc. Retirement Savings Plan in MO ($70M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan declined sharply - down 17.1% during 2022, from $85M to $70M. Reported net income was -$15M.
How have Wyrick Robbins Yates & Ponton LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wyrick Robbins Yates & Ponton LLP's sponsor-wide assets grew 44.3%, from $70M to $102M.
Where does Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novus International, Inc. Retirement Savings Plan in MO ($70M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 561400994.

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.