401(k) · DOL Form 5500 · 2023

Yes Equipment & Services, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
99
Participants Small participant base
59th
Percentile by assets National rank
$103,795
Avg per participant Below avg balance/head
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Official DOL plan name: Yes Equipment & Services, Inc. 401(k) Plan · Sponsored by Yes Equipment & Services, Inc. · Wisconsin · Wholesale Trade

$10M in assets, 99 participants

Yes Equipment & Services, Inc.'s Yes Equipment & Services, Inc. 401(k) Plan reported $10M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,230 in Wholesale Trade (6,309 peers)

Yes Equipment & Services, Inc. multi-year trail

Yes Equipment & Services, Inc.'s plans moved +37.6% in assets from 2022 to 2024; this filing shows Yes Equipment & Services, Inc. 401(k) Plan at $10M / 99 participants.

#3,230
in Wholesale Trade (6,309 peers)
+19.9%
assets growth YoY

Yes Equipment & Services, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Yes Equipment & Services, Inc. 401(k) Plan vs every filed plan by assets

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

$10,275,681 Top 41% higher than 59% 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

Yes Equipment & Services, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yes Equipment & Services, Inc. 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yes Equipment & Services, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Yes Equipment & Services, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Yes Equipment & Services, Inc. 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391679204 · Yes Equipment & Services, Inc. PY 2023 · 401(k)

Yes Equipment & Services, Inc. 401(k) Plan · $10M · 99 · 59th

  • EIN $10M
  • RANK 99
  • PHOTO 59th
  • IND 401(k)
  • EOY near Dundee Citrus Growers Association Savings Plan
  • 5500 ind #3230

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Yes Equipment & Services, Inc. 401(k) Plan in the asset neighbourhood

Yes Equipment & Services, Inc. 401(k) PlanYes Equipment & Services, In…$10MDundee Citrus Growers Association Savings PlanDundee Citrus Growers Associ…$10MHowe Employee Retirement Plan$10MErnst Law Group, a Law Corporation 401(k) Profit Sharing PlanErnst Law Group, a Law Corpo…$10MProteus Fund Inc. 401(k) Profit Sharing Plan & TrustProteus Fund Inc. 401(k) Pro…$10M
End-of-year total assets ($M) among Yes Equipment & Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Yes Equipment & Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Yes Equipment & Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.64429153503659% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.57M $11.8M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 97 $9M
2023 1 99 $10M
2024 1 104 $12M

Yes Equipment & Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN391679204
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Yes Equipment & Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Yes Equipment & Services, Inc. 401(k) Plan, Total assets ($B): 0.010275681 · Participants: 99Yes Equipment & Services, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Yes Equipment & Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Yes Equipment & Services, Inc. 401(k) Plan side-by-side with 3 peers →

Yes Equipment & Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dundee Citrus Growers Association Savings Plan in FL ($10M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Yes Equipment & Services, Inc. 401(k) Plan assets move in 2023? ▼
Yes Equipment & Services, Inc. 401(k) Plan grew sharply - up 19.9% during 2023, from $9M to $10M. Reported net income was $2M.
How have Yes Equipment & Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yes Equipment & Services, Inc.'s sponsor-wide assets grew 37.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Yes Equipment & Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dundee Citrus Growers Association Savings Plan in FL ($10M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Yes Equipment & Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 391679204.

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.