401(k) · DOL Form 5500 · 2023

The Yates Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
3,568
Participants Above avg headcount
93rd
Percentile by assets National rank
$37,099
Avg per participant Low balance/head
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Official DOL plan name: The Yates Companies, Inc. 401(k) Plan · Sponsored by The Yates Companies, Inc. · Mississippi · Construction

$132M in assets, 3,568 participants

The Yates Companies, Inc.'s The Yates Companies, Inc. 401(k) Plan reported $132M in total assets and 3,568 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,254 in Construction (9,030 peers)

Coverage in Mississippi

The Yates Companies, Inc. 401(k) Plan covers 3,568 participants in Mississippi, 9.7x the typical Mississippi plan (state average ~366 per filing). Assets: $132M.

#8,254
in Construction (9,030 peers)
+24.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Yates Companies, Inc. 401(k) Plan's outsized position by total assets

The Yates Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$132,367,907 Top 7% higher than 93% 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

The Yates Companies, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Yates Companies, Inc. 401(k) Plan lands in the large band (3,568 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Yates Companies, Inc. 401(k) Plan reported participants rose from 739 in the plan year 2022 filing to 3,568 in the plan year 2023 filing.
  • The Yates Companies, Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Yates Companies, Inc. 401(k) Plan end-of-year assets rose from $106M in the plan year 2022 filing to $132M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640893270 · The Yates Companies, Inc. PY 2023 · 401(k)

The Yates Companies, Inc. 401(k) Plan · $132M · 3,568 · 93rd

  • EBSA $132M
  • PART 3,568
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Ea Engineering, Science, and Technology, Inc., Pbc Savings and Retirement Plan
  • VS-ST ind #8254

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 Construction retirement plans → · Plans in Mississippi →

The Yates Companies, Inc. 401(k) Plan in the asset neighbourhood

Republic Bancorp, Inc. 401(k) Retirement PlanRepublic Bancorp, Inc. 401(k…$132MNy Hotels Trades Council & Assn. of Nyc, Inc Employee Benefit Funds Staff Retirement Plan and TrustNy Hotels Trades Council & A…$132MEa Engineering, Science, and Technology, Inc., Pbc Savings and Retirement PlanEa Engineering, Science, and…$132MThe Yates Companies, Inc. 401(k) PlanThe Yates Companies, Inc. 40…$132MMembers 401(k) Advantage$132M
End-of-year total assets ($M) among The Yates Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$132M
Net Income$25M
Employer EIN640893270
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yates Companies, Inc.)

Sponsor-wide plan assets over time

All The Yates Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 45.2772772912426% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $154M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 739 $106M
2023 1 3,568 $132M
2024 1 4,009 $154M

Nearby 401(k) Plans in Mississippi

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

The Yates Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 2000300040005000600070008000 02004006008001000 Total assets ($M) Participants The Yates Companies, Inc. 401(k) Plan, Total assets ($M): 132.367907 · Participants: 3568The Yates Companies, Inc. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
The Yates Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare The Yates Companies, Inc. 401(k) Plan side-by-side with 3 peers →

The Yates Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Ea Engineering, Science, and Technology, Inc., Pbc Savings and Retirement Plan in MD ($132M); by covered participants it is Heritage Group Retirement Savings Plan in IN (3,568 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,568 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 The Yates Companies, Inc. 401(k) Plan assets move in 2023? ▼
The Yates Companies, Inc. 401(k) Plan grew sharply - up 24.8% during 2023, from $106M to $132M. Reported net income was $25M.
How have The Yates Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yates Companies, Inc.'s sponsor-wide assets grew 45.3%, from $106M to $154M.
Where does The Yates Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Yates Companies, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Yates Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ea Engineering, Science, and Technology, Inc., Pbc Savings and Retirement Plan in MD ($132M, 727 participants).
Which 401(k) plans cover a similar participant headcount to The Yates Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heritage Group Retirement Savings Plan in IN (3,568 participants, $665M 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 640893270.

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.