401(k) · DOL Form 5500 · 2022
Coats, Rose, Yale, Ryman & Lee, P.C. 401(k) Plan
Data updated 2026-08-11
- $57M
- Total assets
- 126
- Participants
- 89th
- Percentile by assets
- $455,231
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $57M
- total plan assets (2022 EOY)
- 126
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $455,231
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reports 126 participants - about 18% of that state average ($57M EOY assets).
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.)
| 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.
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust assets move in 2022? ▼
How have Coats, Rose, Yale, Ryman & Lee, P.C. plan assets changed over time? ▼
Where does Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust? ▼
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Filing takeaways
Ways to act on Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust's numbers.
- By total assets, Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Coats, Rose, Yale, Ryman & Lee, P.C.'s sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans