Profit Sharing · DOL Form 5500 · 2023

Yellow Bear Inc. Profit Sharing Plan

Data updated 2026-08-25

$974K
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$108,196
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yellow Bear Inc. Retirement Plan · Sponsored by Yellow Bear Inc. · Maine · Retail Trade

$974K in assets, 9 participants

Yellow Bear Inc.'s Yellow Bear Inc. Retirement Plan reported $974K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,017 in Retail Trade (8,414 peers)

Yellow Bear Inc. multi-year trail

Yellow Bear Inc.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows Yellow Bear Inc. Retirement Plan at $974K / 9 participants.

#3,017
in Retail Trade (8,414 peers)
+0.6%
assets growth YoY

Yellow Bear Inc. Retirement Plan among the smaller filed plans by assets

Yellow Bear Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$973,767 23rd percentile higher than 23% of 127,068 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 2023

Yellow Bear Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yellow Bear Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yellow Bear Inc. Retirement Plan reported net income rose from -$55K in the plan year 2022 filing to $6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463427411 · Yellow Bear Inc. PY 2023 · Profit Sharing

Yellow Bear Inc. Retirement Plan · $974K · 9 · 23rd

  • PHOTO $974K
  • PHOTO 9
  • PHOTO 23rd
  • PHOTO Profit Sharing
  • PHOTO near S & K Kitchens Inc. Retirement Plan
  • PHOTO ind #3017

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 Retail Trade retirement plans → · Plans in Maine →

Yellow Bear Inc. Retirement Plan in the asset neighbourhood

Yellow Bear Inc. Retirement PlanYellow Bear Inc. Retirement …$974KS & K Kitchens Inc. Retirement PlanS & K Kitchens Inc. Retireme…$973KBroucaret Profit Sharing Plan & TrustBroucaret Profit Sharing Pla…$973KWhippoorwill Associates Inc. Profit Sharing PlanWhippoorwill Associates Inc.…$973KCorporacion Medica Juana Diaz Retirement Plan Series 00-1917Corporacion Medica Juana Dia…$973K
End-of-year total assets ($M) among Yellow Bear Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Yellow Bear Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Yellow Bear Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.441417459695796% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $0.97M $1.1M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 9 $968K
2023 1 9 $974K
2024 1 9 $1M

Yellow Bear Inc. filing trail (2023)

Total Assets (Beginning of Year)$968K
Net Assets (End of Year)$974K
Net Income$6K
Employer EIN463427411
Plan Effective Date2013-08-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maine

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Yellow Bear Inc. Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -200204060 Total assets ($M) Participants Yellow Bear Inc. Retirement Plan, Total assets ($M): 0.973767 · Participants: 9Yellow Bear Inc. Retirement PlanI.B.E.W. Local 1253 Retirement Plan, Total assets ($M): 50.485571 · Participants: 477I.B.E.W. Local 1253 Retirement PlanPenobscot Community Health Center 403(b) Plan, Total assets ($M): 35.916028 · Participants: 805Penobscot Community Health Center 403(b) PlanMillinocket Regional Hospital Partnership Retirement Plan, Total assets ($M): 25.032197 · Participants: 181Millinocket Regional Hospital Partnership Retirement PlanMaine Dartmouth Family Medicine Residency 403(b) Plan, Total assets ($M): 24.319011 · Participants: 118Maine Dartmouth Family Medicine Residency 403(b) PlanShaw Brothers Construction Profit Sharing Plan, Total assets ($M): 23.930854 · Participants: 214Shaw Brothers Construction Profit Sharing Plan
Yellow Bear Inc. Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants
Compare Yellow Bear Inc. Retirement Plan side-by-side with 3 peers →

Yellow Bear Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maine, the nearest Profit Sharing by assets is S & K Kitchens Inc. Retirement Plan in NY ($973K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yellow Bear Inc. Retirement Plan assets move in 2023? ▼
Yellow Bear Inc. Retirement Plan held essentially flat - up 0.6% during 2023, from $968K to $974K. Reported net income was $6K.
How have Yellow Bear Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yellow Bear Inc.'s sponsor-wide assets grew 13.4%, from $968K to $1M.
Where does Yellow Bear Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Yellow Bear Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Yellow Bear Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is S & K Kitchens Inc. Retirement Plan in NY ($973K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Yellow Bear Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463427411.

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.