401(k) · DOL Form 5500 · 2022

Yale Carolinas, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
207
Participants Below avg headcount
71st
Percentile by assets National rank
$67,448
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust · Sponsored by Yale Carolinas, Inc. · North Carolina · Wholesale Trade

$14M in assets, 207 participants

Yale Carolinas, Inc.'s Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust reported $14M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,553 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust covers 207 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#4,553
in Wholesale Trade (6,843 peers)
-15.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust's outsized position by total assets

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust vs every filed plan by assets

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

$13,961,821 Top 29% higher than 71% 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

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust 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. Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust sits mid-pack in the medium band (207 participants).

Published 5500 schedule card

Filing strip 561595845 · Yale Carolinas, Inc. PY 2022 · 401(k)

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust · $14M · 207 · 71st

  • PHOTO $14M
  • PHOTO 207
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near Goldmark Property Management 401(k) Plan
  • PHOTO ind #4553

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust in the asset neighbourhood

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and TrustYale Carolinas, Inc. Profit …$14MGoldmark Property Management 401(k) PlanGoldmark Property Management…$14MKanawha Stone Company, Inc. & Affiliates Profit Sharing PlanKanawha Stone Company, Inc. …$14MH&l Partners 401(k) Profit SharingH&l Partners 401(k) Profit S…$14MDigital Monitoring Products, Inc. Employees 401(k) PlanDigital Monitoring Products,…$14M
End-of-year total assets ($M) among Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN561595845
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yale Carolinas, Inc.)

Sponsor-wide plan assets over time

All Yale Carolinas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 14.58126414885279% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14M $16M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 207 $14M
2023 1 214 $16M
2024 1 226 $16M

Nearby 401(k) Plans in North Carolina

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

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust, Total assets ($B): 0.013961821 · Participants: 207Yale Carolinas, Inc. Profit Sharing/401(k) Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust side-by-side with 3 peers →

Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Goldmark Property Management 401(k) Plan in ND ($14M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust assets move in 2022? ▼
Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust declined sharply - down 15.4% during 2022, from $16M to $14M. Reported net income was -$3M.
How have Yale Carolinas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yale Carolinas, Inc.'s sponsor-wide assets grew 14.6%, from $14M to $16M.
Which 401(k) plans are similar in size to Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Goldmark Property Management 401(k) Plan in ND ($14M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Yale Carolinas, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 561595845.

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.