401(k) · DOL Form 5500 · 2022

W.G. Yates & Sons Construction Company 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1,990
Participants Near avg headcount
28th
Percentile by assets National rank
$646
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: W.G. Yates & Sons Construction Company Employee Trust · Sponsored by W.G. Yates & Sons Construction Company · Mississippi · Construction

$1M in assets, 1,990 participants

W.G. Yates & Sons Construction Company's W.G. Yates & Sons Construction Company Employee Trust reported $1M in total assets and 1,990 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,486 in Construction (9,927 peers)

Coverage in Mississippi

W.G. Yates & Sons Construction Company Employee Trust covers 1,990 participants in Mississippi, 5.4x the typical Mississippi plan (state average ~366 per filing). Assets: $1M.

#2,486
in Construction (9,927 peers)
-98.0%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W.G. Yates & Sons Construction Company Employee Trust among the smaller filed plans by assets

W.G. Yates & Sons Construction Company Employee Trust vs every filed plan by assets

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

$1,285,015 28th percentile higher than 28% 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

W.G. Yates & Sons Construction Company Employee Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.G. Yates & Sons Construction Company Employee Trust lands in the large band (1,990 participants).

Published 5500 schedule card

Filing strip 640429766 · W.G. Yates & Sons Construction Company PY 2022 · 401(k)

W.G. Yates & Sons Construction Company Employee Trust · $1M · 1,990 · 28th

  • IND $1M
  • EOY 1,990
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Netlen, Inc. 401(k) Profit Sharing Plan
  • EIN ind #2486

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 Mississippi →

W.G. Yates & Sons Construction Company Employee Trust in the asset neighbourhood

W.G. Yates & Sons Construction Company Employee TrustW.G. Yates & Sons Constructi…$1MDavid Hufham, Dmd, PC 401(k) PlanDavid Hufham, Dmd, PC 401(k)…$1MFrank Beglin, D.D.S., M.S., Ltd. 401(k) Profit Sharing PlanFrank Beglin, D.D.S., M.S., …$1MNetlen, Inc. 401(k) Profit Sharing PlanNetlen, Inc. 401(k) Profit S…$1MHorizon Resources 401(k) Plan$1M
End-of-year total assets ($M) among W.G. Yates & Sons Construction Company Employee Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$1M
Net Income-$8M
Employer EIN640429766
Plan Effective Date1972-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

W.G. Yates & Sons Construction Company Employee Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -2000200400600800 Total assets ($M) Participants W.G. Yates & Sons Construction Company Employee Trust, Total assets ($M): 1.285015 · Participants: 1990W.G. Yates & Sons Construction Company Employee TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
W.G. Yates & Sons Construction Company Employee Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare W.G. Yates & Sons Construction Company Employee Trust side-by-side with 3 peers →

W.G. Yates & Sons Construction Company Employee Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Netlen, Inc. 401(k) Profit Sharing Plan in UT ($1M); by covered participants it is Rose Acre Farms Employees' 401(k) Plan in IN (1,991 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,990 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 W.G. Yates & Sons Construction Company Employee Trust assets move in 2022? ▼
W.G. Yates & Sons Construction Company Employee Trust contracted severely - down 98.0% during 2022, from $63M to $1M. Reported net income was -$8M.
Which 401(k) plans are similar in size to W.G. Yates & Sons Construction Company Employee Trust? ▼
Among 401(k) plans in other states, the closest by assets is Netlen, Inc. 401(k) Profit Sharing Plan in UT ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to W.G. Yates & Sons Construction Company Employee Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rose Acre Farms Employees' 401(k) Plan in IN (1,991 participants, $71M 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 640429766.

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.