401(k) · DOL Form 5500 · 2022
Coats, Rose, Yale, Ryman & Lee, P.C. 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $455,231
- Avg per participant High balance/head
Official DOL plan name: Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust · Sponsored by Coats, Rose, Yale, Ryman & Lee, P.C. · Texas · Professional & Technical Services
$57M in assets, 126 participants
Coats, Rose, Yale, Ryman & Lee, P.C.'s Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reported $57M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #19,446 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $57M.
- #19,446
- in Professional & Technical Services (21,562 peers)
- -17.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust's outsized position by total assets
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,359,053 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing 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. Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust sits mid-pack in the medium band (126 participants).
EBSA filing schedule strip
Filing strip 760294490 · Coats, Rose, Yale, Ryman & Lee, P.C. PY 2022 · 401(k)
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust · $57M · 126 · 89th
- NET $57M
- NET 126
- NET 89th
- NET 401(k)
- NET near Valley View Bancshares, Inc. 401(k) Plan
- NET ind #19446
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 Professional & Technical Services retirement plans → · Plans in Texas →
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$13M |
| Employer EIN | 760294490 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coats, Rose, Yale, Ryman & Lee, P.C.)
Sponsor-wide plan assets over time
All Coats, Rose, Yale, Ryman & Lee, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 32.24592463198442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $57M |
| 2023 | 1 | 112 | $62M |
| 2024 | 1 | 103 | $76M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Valley View Bancshares, Inc. 401(k) Plan in KS ($57M); by covered participants it is Quality Healthcare, Inc. 401(k) Plan in KS (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.