401(k) · DOL Form 5500 · 2022

Sharon Young, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
103
Participants Small participant base
69th
Percentile by assets National rank
$119,698
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sharon Young, Inc. 401(k) Profit Sharing Plan · Sponsored by Sharon Young, Inc. · Texas · Manufacturing

$12M in assets, 103 participants

Sharon Young, Inc.'s Sharon Young, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,826 in Manufacturing (20,602 peers)

Coverage in Texas

Sharon Young, Inc. 401(k) Profit Sharing Plan covers 103 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#11,826
in Manufacturing (20,602 peers)
-10.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharon Young, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Sharon Young, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,328,927 Top 31% higher than 69% 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

Sharon Young, Inc. 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. Sharon Young, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (103 participants).

EBSA filing schedule strip

Filing strip 752122740 · Sharon Young, Inc. PY 2022 · 401(k)

Sharon Young, Inc. 401(k) Profit Sharing Plan · $12M · 103 · 69th

  • PCT $12M
  • PCT 103
  • PCT 69th
  • PCT 401(k)
  • PCT near Bergstrom Electric, Inc. 401(k) Plan
  • PCT ind #11826

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 Manufacturing retirement plans → · Plans in Texas →

Sharon Young, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sharon Young, Inc. 401(k) Profit Sharing PlanSharon Young, Inc. 401(k) Pr…$12MBergstrom Electric, Inc. 401(k) PlanBergstrom Electric, Inc. 401…$12MThe Yaffe Companies Incorporated 401(k) PlanThe Yaffe Companies Incorpor…$12MGolding Barge Line, Inc. 401(k) PlanGolding Barge Line, Inc. 401…$12MNeville Rodie & Shaw Inc 401(k) Profit Sharing Plan & TrustNeville Rodie & Shaw Inc 401…$12M
End-of-year total assets ($M) among Sharon Young, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN752122740
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharon Young, Inc.)

Sponsor-wide plan assets over time

All Sharon Young, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.78264199309477% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $16.4M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 103 $12M
2023 1 112 $14M
2024 1 111 $16M

Nearby 401(k) Plans in Texas

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

Sharon Young, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Sharon Young, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012328927 · Participants: 103Sharon Young, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Sharon Young, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sharon Young, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sharon Young, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bergstrom Electric, Inc. 401(k) Plan in ND ($12M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Sharon Young, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sharon Young, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.6% during 2022, from $14M to $12M. Reported net income was -$1M.
How have Sharon Young, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharon Young, Inc.'s sponsor-wide assets grew 32.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Sharon Young, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergstrom Electric, Inc. 401(k) Plan in ND ($12M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Sharon Young, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 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 752122740.

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.