401(k) · DOL Form 5500 · 2022

Ross & Yerger Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
138
Participants Small participant base
90th
Percentile by assets National rank
$475,026
Avg per participant High balance/head
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Official DOL plan name: Ross & Yerger Insurance, Inc. Ksop · Sponsored by Ross & Yerger Insurance, Inc. · Mississippi · Finance & Insurance

$66M in assets, 138 participants

Ross & Yerger Insurance, Inc.'s Ross & Yerger Insurance, Inc. Ksop reported $66M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,781 in Finance & Insurance (9,261 peers)

Coverage in Mississippi

Ross & Yerger Insurance, Inc. Ksop covers 138 participants in Mississippi, about 38% of the average Mississippi filer (state average ~366 per filing). Assets: $66M.

#7,781
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ross & Yerger Insurance, Inc. Ksop's outsized position by total assets

Ross & Yerger Insurance, Inc. Ksop vs every filed plan by assets

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

$65,553,605 Top 10% higher than 90% 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

Ross & Yerger Insurance, Inc. Ksop 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. Ross & Yerger Insurance, Inc. Ksop sits mid-pack in the medium band (138 participants).

Published 5500 schedule card

Filing strip 640947389 · Ross & Yerger Insurance, Inc. PY 2022 · 401(k)

Ross & Yerger Insurance, Inc. Ksop · $66M · 138 · 90th

  • BOY $66M
  • SCH 138
  • EBSA 90th
  • PART 401(k)
  • TYPE near Ellison Technologies Employees Retirement Savings Plan
  • NET ind #7781

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 Finance & Insurance retirement plans → · Plans in Mississippi →

Ross & Yerger Insurance, Inc. Ksop in the asset neighbourhood

Protective Insurance Salary Savings & Profit Share PlanProtective Insurance Salary …$66MNelson Worldwide, LLC 401(k) PlanNelson Worldwide, LLC 401(k)…$66MKaust U. S. Employee Savings PlanKaust U. S. Employee Savings…$66MRoss & Yerger Insurance, Inc. KsopRoss & Yerger Insurance, Inc…$66MEllison Technologies Employees Retirement Savings PlanEllison Technologies Employe…$66M
End-of-year total assets ($M) among Ross & Yerger Insurance, Inc. Ksop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$66M
Net Income-$10M
Employer EIN640947389
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ross & Yerger Insurance, Inc.)

Sponsor-wide plan assets over time

All Ross & Yerger Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.139315831676992% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.6M $84.7M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 138 $66M
2023 1 141 $74M
2024 1 188 $85M

Nearby 401(k) Plans in Mississippi

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

Ross & Yerger Insurance, Inc. Ksop vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 0200400600800 Total assets ($M) Participants Ross & Yerger Insurance, Inc. Ksop, Total assets ($M): 65.553605 · Participants: 138Ross & Yerger Insurance, Inc. KsopCadence 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
Ross & Yerger Insurance, Inc. Ksop vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Ross & Yerger Insurance, Inc. Ksop side-by-side with 3 peers →

Ross & Yerger Insurance, Inc. Ksop's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Ellison Technologies Employees Retirement Savings Plan in CA ($66M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Ross & Yerger Insurance, Inc. Ksop assets move in 2022? ▼
Ross & Yerger Insurance, Inc. Ksop pulled back noticeably - down 12.9% during 2022, from $75M to $66M. Reported net income was -$10M.
How have Ross & Yerger Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ross & Yerger Insurance, Inc.'s sponsor-wide assets grew 29.1%, from $66M to $85M.
Where does Ross & Yerger Insurance, Inc. Ksop rank by assets among Form 5500 filers? ▼
Ross & Yerger Insurance, Inc. Ksop ranks in the 90th 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 Ross & Yerger Insurance, Inc. Ksop? ▼
Among 401(k) plans in other states, the closest by assets is Ellison Technologies Employees Retirement Savings Plan in CA ($66M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Ross & Yerger Insurance, Inc. Ksop? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 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 640947389.

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.