401(k) · DOL Form 5500 · 2022

Yates LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
115
Participants Small participant base
79th
Percentile by assets National rank
$189,565
Avg per participant Above avg balance/head
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Official DOL plan name: Yates LLC Profit Sharing Plan · Sponsored by Yates LLC · Georgia · Finance & Insurance

$22M in assets, 115 participants

Yates LLC's Yates LLC Profit Sharing Plan reported $22M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,072 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Yates LLC Profit Sharing Plan covers 115 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $22M.

#6,072
in Finance & Insurance (9,261 peers)
-20.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yates LLC Profit Sharing Plan's outsized position by total assets

Yates LLC Profit Sharing Plan vs every filed plan by assets

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

$21,799,965 Top 21% higher than 79% 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

Yates LLC 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. Yates LLC Profit Sharing Plan sits mid-pack in the medium band (115 participants).

DOL schedule card

Filing strip 873779035 · Yates LLC PY 2022 · 401(k)

Yates LLC Profit Sharing Plan · $22M · 115 · 79th

  • EIN $22M
  • RANK 115
  • PHOTO 79th
  • IND 401(k)
  • EOY near York Wallcoverings, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #6072

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 Georgia →

Yates LLC Profit Sharing Plan in the asset neighbourhood

Yates LLC Profit Sharing Plan$22MYork Wallcoverings, Inc. 401(k) Profit Sharing PlanYork Wallcoverings, Inc. 401…$22MBw Gas & Convenience Holdings, LLC 401(k) PlanBw Gas & Convenience Holding…$22M403(b) Thrift Plan of Hospice of Northwest Ohio403(b) Thrift Plan of Hospic…$22MCommercial Bank and Trust Co. 401(k) Profit Sharing PlanCommercial Bank and Trust Co…$22M
End-of-year total assets ($M) among Yates LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN873779035
Plan Effective Date1968-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Yates LLC)

Sponsor-wide plan assets over time

All Yates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.566289441290387% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $21.8M $25M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 115 $22M
2023 1 119 $23M
2024 1 129 $25M

Nearby 401(k) Plans in Georgia

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

Yates LLC Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Yates LLC Profit Sharing Plan, Total assets ($B): 0.021799965 · Participants: 115Yates LLC Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Yates LLC Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Yates LLC Profit Sharing Plan side-by-side with 3 peers →

Yates LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is York Wallcoverings, Inc. 401(k) Profit Sharing Plan in PA ($22M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Yates LLC Profit Sharing Plan assets move in 2022? ▼
Yates LLC Profit Sharing Plan declined sharply - down 20.1% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Yates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yates LLC's sponsor-wide assets grew 14.6%, from $22M to $25M.
Where does Yates LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Yates LLC Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Yates LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is York Wallcoverings, Inc. 401(k) Profit Sharing Plan in PA ($22M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Yates LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 873779035.

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.