401(k) · DOL Form 5500 · 2023

Michael F. Yates & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$419,264
Avg per participant High balance/head
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Official DOL plan name: Michael F. Yates & Company, Inc. Capital Accumulation Plan · Sponsored by Michael F. Yates & Company, Inc. · New Jersey · Professional & Technical Services

$2M in assets, 4 participants

Michael F. Yates & Company, Inc.'s Michael F. Yates & Company, Inc. Capital Accumulation Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,895 in Professional & Technical Services (20,321 peers)

Michael F. Yates & Company, Inc. multi-year trail

Michael F. Yates & Company, Inc.'s plans moved -10.8% in assets from 2022 to 2024; this filing shows Michael F. Yates & Company, Inc. Capital Accumulation Plan at $2M / 4 participants.

#4,895
in Professional & Technical Services (20,321 peers)
-31.0%
assets change YoY

The plan reported a net loss of $753K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael F. Yates & Company, Inc. Capital Accumulation Plan among the smaller filed plans by assets

Michael F. Yates & Company, Inc. Capital Accumulation Plan vs every filed plan by assets

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

$1,677,054 29th percentile higher than 29% 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

Michael F. Yates & Company, Inc. Capital Accumulation Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael F. Yates & Company, Inc. Capital Accumulation Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael F. Yates & Company, Inc. Capital Accumulation Plan reported participants fell from 7 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Michael F. Yates & Company, Inc. Capital Accumulation Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Michael F. Yates & Company, Inc. Capital Accumulation Plan reported net income fell from -$684K in the plan year 2022 filing to -$753K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223499765 · Michael F. Yates & Company, Inc. PY 2023 · 401(k)

Michael F. Yates & Company, Inc. Capital Accumulation Plan · $2M · 4 · 29th

  • EBSA $2M
  • EBSA 4
  • EBSA 29th
  • EBSA 401(k)
  • EBSA near Celebree Learning Centers 401(k) Retirement Savings Plan
  • EBSA ind #4895

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Michael F. Yates & Company, Inc. Capital Accumulation Plan in the asset neighbourhood

Michael F. Yates & Company, Inc. Capital Accumulation PlanMichael F. Yates & Company, …$2MCelebree Learning Centers 401(k) Retirement Savings PlanCelebree Learning Centers 40…$2MDigeteks 401(k) Plan$2MSuper Duper, Inc. 401(k) Plan$2MThe Dekk Group, LLC & Affiliates 401(k) PlanThe Dekk Group, LLC & Affili…$2M
End-of-year total assets ($M) among Michael F. Yates & Company, Inc. Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michael F. Yates & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Michael F. Yates & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.826460089367947% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.43M $2.17M ▼ -10.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 4 $2M
2024 1 4 $2M

Michael F. Yates & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$753K
Employer EIN223499765
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Michael F. Yates & Company, Inc. Capital Accumulation Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Michael F. Yates & Company, Inc. Capital Accumulation Plan, Total assets ($B): 0.001677054 · Participants: 4Michael F. Yates & Company, Inc. Capital Accumulation PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Michael F. Yates & Company, Inc. Capital Accumulation Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Michael F. Yates & Company, Inc. Capital Accumulation Plan side-by-side with 3 peers →

Michael F. Yates & Company, Inc. Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Celebree Learning Centers 401(k) Retirement Savings Plan in MD ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Michael F. Yates & Company, Inc. Capital Accumulation Plan assets move in 2023? ▼
Michael F. Yates & Company, Inc. Capital Accumulation Plan contracted severely - down 31.0% during 2023, from $2M to $2M. Reported net income was -$753K.
How have Michael F. Yates & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael F. Yates & Company, Inc.'s sponsor-wide assets declined 10.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Michael F. Yates & Company, Inc. Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Celebree Learning Centers 401(k) Retirement Savings Plan in MD ($2M, 757 participants).
Which 401(k) plans cover a similar participant headcount to Michael F. Yates & Company, Inc. Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 223499765.

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.