401(k) · DOL Form 5500 · 2023

The Yates Companies, Inc. 401(k) Plan

Data updated 2026-08-11

$132M
Total assets
3,568
Participants
93rd
Percentile by assets
$37,099
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$132M
total plan assets (2023 EOY)
3,568
covered participants
93rd
percentile by assets (of 127,072 plans)
$37,099
avg assets per participant

Where The Yates Companies, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Mississippi
Industry
Construction

Participants vs Mississippi filers

In Mississippi, the average filing covers about 366 participants across 521 plans. The Yates Companies, Inc. 401(k) Plan reports 3,568 participants - 9.7x that state average ($132M EOY assets).

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.)

$100M$120M$140M$160M 202220232024 $106M $154M ▲ +45.3%
Total plan assets by year, all The Yates Companies, Inc. plans on file
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 ($M) Participants The Yates Companies,…, Total assets ($M): 132.367907 · Participants: 3568The Yates Companies,…Cadence 401(k) Profi…, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profi…Ergon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corp…, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corp…V2x 401(k) Retiremen…, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retiremen…Southern Farm Bureau…, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Yates Companies, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for The Yates Companies, Inc. 401(k) Plan

Filing takeaways

Ways to act on The Yates Companies, Inc. 401(k) Plan's numbers.

  • By total assets, The Yates Companies, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Mississippi. Compare plans
  • The Yates Companies, Inc.'s sponsor-wide assets have grown 45.3% since 2022 across 3 plan years on file. More Construction plans

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.