Profit Sharing · DOL Form 5500 · 2022

William Youngerman, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$493,536
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: William Youngerman, Inc. · Sponsored by William Youngerman, Inc. · Florida · Retail Trade

$2M in assets, 4 participants

William Youngerman, Inc.'s William Youngerman, Inc. reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,097 in Retail Trade (9,519 peers)

William Youngerman, Inc. multi-year trail

William Youngerman, Inc.'s plans moved +10.7% in assets from 2022 to 2024; this filing shows William Youngerman, Inc. at $2M / 4 participants.

#4,097
in Retail Trade (9,519 peers)
-3.2%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Youngerman, Inc.'s mid-pack asset rank among Retail Trade and all filers

William Youngerman, Inc. vs every filed plan by assets

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

$1,974,145 34th percentile higher than 34% 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

William Youngerman, Inc. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Youngerman, Inc. is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 591228014 · William Youngerman, Inc. PY 2022 · Profit Sharing

William Youngerman, Inc. · $2M · 4 · 34th

  • IND $2M
  • IND 4
  • IND 34th
  • IND Profit Sharing
  • IND near Law Office of Vincent J. Freccia Profit Sharing Plan
  • IND ind #4097

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 Retail Trade retirement plans → · Plans in Florida →

William Youngerman, Inc. in the asset neighbourhood

William Youngerman, Inc.$2MLaw Office of Vincent J. Freccia Profit Sharing PlanLaw Office of Vincent J. Fre…$2MWigley's Paint, Inc. Profit Sharing PlanWigley's Paint, Inc. Profit …$2MSamuel B. Cobarrubias, Md, PC Profit Sharing PlanSamuel B. Cobarrubias, Md, P…$2MHooked on Toys, Inc. Profit Sharing PlanHooked on Toys, Inc. Profit …$2M
End-of-year total assets ($M) among William Youngerman, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

William Youngerman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William Youngerman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.702709274141464% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $1.97M $2.19M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

William Youngerman, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$66K
Employer EIN591228014
Plan Effective Date1980-08-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

William Youngerman, Inc. vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants William Youngerman, Inc., Total assets ($B): 0.001974145 · Participants: 4William Youngerman, Inc.Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
William Youngerman, Inc. vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare William Youngerman, Inc. side-by-side with 3 peers →

William Youngerman, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Law Office of Vincent J. Freccia Profit Sharing Plan in CT ($2M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 William Youngerman, Inc. assets move in 2022? ▼
William Youngerman, Inc. edged down modestly - down 3.2% during 2022, from $2M to $2M. Reported net income was -$66K.
How have William Youngerman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Youngerman, Inc.'s sponsor-wide assets grew 10.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to William Youngerman, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Law Office of Vincent J. Freccia Profit Sharing Plan in CT ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to William Youngerman, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 591228014.

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.