401(k) · DOL Form 5500 · 2023

Yale Carolinas, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
214
Participants Below avg headcount
69th
Percentile by assets National rank
$76,790
Avg per participant Below avg balance/head
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Official DOL plan name: Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust · Sponsored by Yale Carolinas, Inc. · North Carolina · Wholesale Trade

$16M in assets, 214 participants

Yale Carolinas, Inc.'s Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust reported $16M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,067 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust covers 214 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $16M.

#4,067
in Wholesale Trade (6,309 peers)
+17.7%
assets growth YoY

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust's outsized position by total assets

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust vs every filed plan by assets

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

$16,433,144 Top 31% higher than 69% 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

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust 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. Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust reported participants rose from 207 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561595845 · Yale Carolinas, Inc. PY 2023 · 401(k)

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust · $16M · 214 · 69th

  • VS-ST $16M
  • VS-ST 214
  • VS-ST 69th
  • VS-ST 401(k)
  • VS-ST near Merchsource 401(k) Plan
  • VS-ST ind #4067

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 North Carolina →

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust in the asset neighbourhood

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and TrustYale Carolinas, Inc. Profit …$16MMerchsource 401(k) Plan$16MMclean Packaging Corporation Profit Sharing PlanMclean Packaging Corporation…$16MVisionpoint Eye Center Profit Sharing PlanVisionpoint Eye Center Profi…$16MColliers International-Atlanta, LLC 401(k) PlanColliers International-Atlan…$16M
End-of-year total assets ($M) among Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN561595845
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yale Carolinas, Inc.)

Sponsor-wide plan assets over time

All Yale Carolinas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 14.58126414885279% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14M $16M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 207 $14M
2023 1 214 $16M
2024 1 226 $16M

Nearby 401(k) Plans in North Carolina

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

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust, Total assets ($B): 0.016433144 · Participants: 214Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust side-by-side with 3 peers →

Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Merchsource 401(k) Plan in CA ($16M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust assets move in 2023? ▼
Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust grew sharply - up 17.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Yale Carolinas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yale Carolinas, Inc.'s sponsor-wide assets grew 14.6%, from $14M to $16M.
Which 401(k) plans are similar in size to Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Merchsource 401(k) Plan in CA ($16M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Yale Carolinas, Inc. Profit Sharing / 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 561595845.

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.