401(k) · DOL Form 5500 · 2023

Yates Services, LLC 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,709
Participants Near avg headcount
90th
Percentile by assets National rank
$47,890
Avg per participant Low balance/head
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Official DOL plan name: Yates Services Retirement & Savings Plan · Sponsored by Yates Services, LLC · Mississippi · Construction

$82M in assets, 1,709 participants

Yates Services, LLC's Yates Services Retirement & Savings Plan reported $82M in total assets and 1,709 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.

  • #7,944 in Construction (9,030 peers)

Coverage in Mississippi

Yates Services Retirement & Savings Plan covers 1,709 participants in Mississippi, 4.7x the typical Mississippi plan (state average ~366 per filing). Assets: $82M.

#7,944
in Construction (9,030 peers)
+16.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Yates Services Retirement & Savings Plan's outsized position by total assets

Yates Services Retirement & Savings Plan vs every filed plan by assets

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

$81,843,814 Top 10% higher than 90% 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

Yates Services Retirement & Savings 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. Yates Services Retirement & Savings Plan lands in the large band (1,709 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yates Services Retirement & Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Yates Services Retirement & Savings Plan end-of-year assets rose from $70M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Yates Services Retirement & Savings Plan reported participants fell from 1,737 in the plan year 2022 filing to 1,709 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680523908 · Yates Services, LLC PY 2023 · 401(k)

Yates Services Retirement & Savings Plan · $82M · 1,709 · 90th

  • SCH $82M
  • EBSA 1,709
  • PART 90th
  • TYPE 401(k)
  • NET near Voyant Beauty, LLC 401(k) Plan
  • BOOK ind #7944

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 →

Yates Services Retirement & Savings Plan in the asset neighbourhood

Erie Materials, Inc. Profit Sharing & 401(k) PlanErie Materials, Inc. Profit …$82MYates Services Retirement & Savings PlanYates Services Retirement & …$82MVoyant Beauty, LLC 401(k) PlanVoyant Beauty, LLC 401(k) Pl…$82MCulligan Retirement Savings PlanCulligan Retirement Savings …$82MLiveperson, Inc. 401(k) Retirement PlanLiveperson, Inc. 401(k) Reti…$82M
End-of-year total assets ($M) among Yates Services Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$82M
Net Income$12M
Employer EIN680523908
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yates Services, LLC)

Sponsor-wide plan assets over time

All Yates Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$92M 30.458738407652643% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.2M $91.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 1,737 $70M
2023 1 1,709 $82M
2024 1 1,920 $92M

Nearby 401(k) Plans in Mississippi

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

Yates Services Retirement & Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants Yates Services Retirement & Savings Plan, Total assets ($M): 81.843814 · Participants: 1709Yates Services Retirement & Savings 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
Yates Services Retirement & Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Yates Services Retirement & Savings Plan side-by-side with 3 peers →

Yates Services Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Voyant Beauty, LLC 401(k) Plan in IL ($82M); by covered participants it is L.N.K. International, Inc. Retirement Plan in NY (1,709 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,709 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 Yates Services Retirement & Savings Plan assets move in 2023? ▼
Yates Services Retirement & Savings Plan grew sharply - up 16.6% during 2023, from $70M to $82M. Reported net income was $12M.
How have Yates Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yates Services, LLC's sponsor-wide assets grew 30.5%, from $70M to $92M.
Where does Yates Services Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Yates Services Retirement & Savings Plan ranks in the 90th 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 Yates Services Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voyant Beauty, LLC 401(k) Plan in IL ($82M, 2,218 participants).
Which 401(k) plans cover a similar participant headcount to Yates Services Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.N.K. International, Inc. Retirement Plan in NY (1,709 participants, $33M 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 680523908.

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.