401(k) · DOL Form 5500 · 2023

Ross & Yerger Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
141
Participants Small participant base
89th
Percentile by assets National rank
$527,619
Avg per participant High balance/head
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Official DOL plan name: Ross & Yerger Insurance, Inc. Ksop · Sponsored by Ross & Yerger Insurance, Inc. · Mississippi · Finance & Insurance

$74M in assets, 141 participants

Ross & Yerger Insurance, Inc.'s Ross & Yerger Insurance, Inc. Ksop reported $74M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,373 in Finance & Insurance (8,869 peers)

Coverage in Mississippi

Ross & Yerger Insurance, Inc. Ksop covers 141 participants in Mississippi, about 38% of the average Mississippi filer (state average ~366 per filing). Assets: $74M.

#7,373
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ross & Yerger Insurance, Inc. Ksop's outsized position by total assets

Ross & Yerger Insurance, Inc. Ksop vs every filed plan by assets

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

$74,394,318 Top 11% higher than 89% 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

Ross & Yerger Insurance, Inc. Ksop 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. Ross & Yerger Insurance, Inc. Ksop sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ross & Yerger Insurance, Inc. Ksop reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ross & Yerger Insurance, Inc. Ksop end-of-year assets rose from $66M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Ross & Yerger Insurance, Inc. Ksop reported participants rose from 138 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640947389 · Ross & Yerger Insurance, Inc. PY 2023 · 401(k)

Ross & Yerger Insurance, Inc. Ksop · $74M · 141 · 89th

  • EIN $74M
  • EIN 141
  • EIN 89th
  • EIN 401(k)
  • EIN near The Dixie Group, Inc. 401(k) Retirement Savings Plan
  • EIN ind #7373

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 Finance & Insurance retirement plans → · Plans in Mississippi →

Ross & Yerger Insurance, Inc. Ksop in the asset neighbourhood

Mbo Associate 401(k) Plan$74MConcord Orthopaedics Professional Association 401(k) Profit Sharing Plan and TrustConcord Orthopaedics Profess…$74MRoss & Yerger Insurance, Inc. KsopRoss & Yerger Insurance, Inc…$74MThe Dixie Group, Inc. 401(k) Retirement Savings PlanThe Dixie Group, Inc. 401(k)…$74MOtter Products, LLC 401(k) PlanOtter Products, LLC 401(k) P…$74M
End-of-year total assets ($M) among Ross & Yerger Insurance, Inc. Ksop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$9M
Employer EIN640947389
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ross & Yerger Insurance, Inc.)

Sponsor-wide plan assets over time

All Ross & Yerger Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.139315831676992% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.6M $84.7M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 138 $66M
2023 1 141 $74M
2024 1 188 $85M

Nearby 401(k) Plans in Mississippi

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

Ross & Yerger Insurance, Inc. Ksop vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 02004006008001000 Total assets ($M) Participants Ross & Yerger Insurance, Inc. Ksop, Total assets ($M): 74.394318 · Participants: 141Ross & Yerger Insurance, Inc. KsopCadence 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
Ross & Yerger Insurance, Inc. Ksop vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Ross & Yerger Insurance, Inc. Ksop side-by-side with 3 peers →

Ross & Yerger Insurance, Inc. Ksop's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is The Dixie Group, Inc. 401(k) Retirement Savings Plan in GA ($74M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Ross & Yerger Insurance, Inc. Ksop assets move in 2023? ▼
Ross & Yerger Insurance, Inc. Ksop grew at a solid clip - up 13.5% during 2023, from $66M to $74M. Reported net income was $9M.
How have Ross & Yerger Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ross & Yerger Insurance, Inc.'s sponsor-wide assets grew 29.1%, from $66M to $85M.
Where does Ross & Yerger Insurance, Inc. Ksop rank by assets among Form 5500 filers? ▼
Ross & Yerger Insurance, Inc. Ksop ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ross & Yerger Insurance, Inc. Ksop? ▼
Among 401(k) plans in other states, the closest by assets is The Dixie Group, Inc. 401(k) Retirement Savings Plan in GA ($74M, 899 participants).
Which 401(k) plans cover a similar participant headcount to Ross & Yerger Insurance, Inc. Ksop? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 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 640947389.

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.