401(k) · DOL Form 5500 · 2022
Wyrick Robbins Yates & Ponton LLP 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 156
- Participants
- 91st
- Percentile by assets
- $451,489
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $70M
- total plan assets (2022 EOY)
- 156
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $451,489
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reports 156 participants - about 19% of that state average ($70M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$15M |
| Employer EIN | 561400994 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wyrick Robbins Yates & Ponton LLP)
| 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
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan by total assets, not by location.
- Novus International, Inc. Retirement Savings Plan (MO) $70M · 228
- Southwest Energy Profit Sharing Plan (AZ) $70M · 225
- Open Pep (NJ) $70M · 813
- Dunn Investment Company 401(k) Plan (AL) $70M · 1,736
Frequently Asked Questions
How did Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Wyrick Robbins Yates & Ponton LLP plan assets changed over time? ▼
Where does Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan? ▼
Next read for Wyrick Robbins Yates & Ponton LLP 401(k)…
Filing takeaways
Ways to act on Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan's numbers.
- By total assets, Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Wyrick Robbins Yates & Ponton LLP's sponsor-wide assets have grown 44.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans