401(k) · DOL Form 5500 · 2023

Ypo, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
270
Participants Below avg headcount
80th
Percentile by assets National rank
$118,412
Avg per participant Near avg balance/head
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Official DOL plan name: Ypo, Inc. 401(k) Plan & Trust · Sponsored by Ypo, Inc. · Texas · Other Services

$32M in assets, 270 participants

Ypo, Inc.'s Ypo, Inc. 401(k) Plan & Trust reported $32M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,087 in Other Services (7,857 peers)

Coverage in Texas

Ypo, Inc. 401(k) Plan & Trust covers 270 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#7,087
in Other Services (7,857 peers)
+19.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ypo, Inc. 401(k) Plan & Trust's outsized position by total assets

Ypo, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$31,971,169 Top 20% higher than 80% 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

Ypo, Inc. 401(k) Plan & 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. Ypo, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ypo, Inc. 401(k) Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ypo, Inc. 401(k) Plan & Trust end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Ypo, Inc. 401(k) Plan & Trust reported participants rose from 251 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131770417 · Ypo, Inc. PY 2023 · 401(k)

Ypo, Inc. 401(k) Plan & Trust · $32M · 270 · 80th

  • NET $32M
  • NET 270
  • NET 80th
  • NET 401(k)
  • NET near Edelstein & Company Profit Sharing Plan
  • NET ind #7087

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 Other Services retirement plans → · Plans in Texas →

Ypo, Inc. 401(k) Plan & Trust in the asset neighbourhood

Ypo, Inc. 401(k) Plan & Trust$32MEdelstein & Company Profit Sharing PlanEdelstein & Company Profit S…$32MThe Central Service Corporation Thrift Incentive Savings PlanThe Central Service Corporat…$32MEqt Exeter Property Group, LLC 401(k) PlanEqt Exeter Property Group, L…$32MYipit, LLC 401(k) Plan$32M
End-of-year total assets ($M) among Ypo, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN131770417
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ypo, Inc.)

Sponsor-wide plan assets over time

All Ypo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.77542460746136% vs 2022
2023 filing year
$26M$28M$30M$32M$34M 20222023 $26.7M $32M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 251 $27M
2023 1 270 $32M

Nearby 401(k) Plans in Texas

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

Ypo, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ypo, Inc. 401(k) Plan & Trust, Total assets ($B): 0.031971169 · Participants: 270Ypo, Inc. 401(k) Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ypo, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ypo, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Edelstein & Company Profit Sharing Plan in MA ($32M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Ypo, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Ypo, Inc. 401(k) Plan & Trust grew sharply - up 19.8% during 2023, from $27M to $32M. Reported net income was $5M.
How have Ypo, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ypo, Inc.'s sponsor-wide assets grew 19.8%, from $27M to $32M.
Where does Ypo, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Ypo, Inc. 401(k) Plan & Trust ranks in the 80th 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 Ypo, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Edelstein & Company Profit Sharing Plan in MA ($32M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Ypo, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 131770417.

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.