401(k) · DOL Form 5500 · 2023
Wyrick Robbins Yates & Ponton LLP 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 163
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $534,280
- Avg per participant High balance/head
Official DOL plan name: Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan · Sponsored by Wyrick Robbins Yates & Ponton LLP · North Carolina · Professional & Technical Services
$87M in assets, 163 participants
Wyrick Robbins Yates & Ponton LLP's Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reported $87M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,589 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan covers 163 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $87M.
- #18,589
- in Professional & Technical Services (20,321 peers)
- +23.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan's outsized position by total assets
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,087,622 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan end-of-year assets rose from $70M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reported participants rose from 156 in the plan year 2022 filing to 163 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 561400994 · Wyrick Robbins Yates & Ponton LLP PY 2023 · 401(k)
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan · $87M · 163 · 90th
- VS-ST $87M
- VS-ST 163
- VS-ST 90th
- VS-ST 401(k)
- VS-ST near National Exchange Bank and Trust Employees' Tax Savings Plan
- VS-ST ind #18589
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 North Carolina →
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $17M |
| Employer EIN | 561400994 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wyrick Robbins Yates & Ponton LLP)
Sponsor-wide plan assets over time
All Wyrick Robbins Yates & Ponton LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 44.3235178073841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $70M |
| 2023 | 1 | 163 | $87M |
| 2024 | 1 | 166 | $102M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is National Exchange Bank and Trust Employees' Tax Savings Plan in WI ($87M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- National Exchange Bank and Trust Employees' Tax Savings Plan (WI) $87M · 383
- Thrift and Savings Plan for Employees of Sentinel Transportation, LLC (DE) $87M · 719
- Obhg 401(k) Plan (SC) $87M · 1,549
- Boyd Corporation 401(k) Plan (CA) $87M · 1,003
Similar participant headcount
Nearest other-state filings by covered participants (163 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.