401(k) · DOL Form 5500 · 2023

Yancey Bros. Co 401(k) Plan

Data updated 2026-08-11

$204M
Total assets: 1,625
Participants: 95th
Percentile by assets: $125,298
Avg per participant

Official DOL plan name: Yancey Bros. Employees' 401(k) Profit Sharing Plan · Sponsored by Yancey Bros. Co · Georgia · Retail Trade

$204M in assets, 1,625 participants

Yancey Bros. Co's Yancey Bros. Employees' 401(k) Profit Sharing Plan reported $204M in total assets and 1,625 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,169 in Retail Trade (8,414 peers)

Where Yancey Bros. Employees' 401(k) Profit Sharing Plan sits by assets

Yancey Bros. Employees' 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $204M for 1,625 participants (~$125,298/participant), up 21.2% in 2023.

$204M
total plan assets (2023 EOY): 1,625
covered participants: 95th
percentile by assets (of 127,072 plans): $125,298
avg assets per participant

Yancey Bros. Employees' 401(k) Profit Sharing Plan reported net income rose from -$28M in the plan year 2022 filing to $36M in the plan year 2023 filing.
Yancey Bros. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $168M in the plan year 2022 filing to $204M in the plan year 2023 filing.
Yancey Bros. Employees' 401(k) Profit Sharing Plan reported participants rose from 1,437 in the plan year 2022 filing to 1,625 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Georgia

Industry

Retail Trade

Yancey Bros. Employees' 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Yancey Bros. Employees' 401(k) Profit Sharing Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$168M
Net Assets (End of Year)	$204M
Net Income	$36M
Employer EIN	580515740
Plan Effective Date	1963-06-17
Filing Status	FILING RECEIVED

Sponsor Plan History (Yancey Bros. Co)

Total plan assets by year, all Yancey Bros. Co plans on file

Year	Plans	Participants	Total Assets
2022	1	1,437	$168M
2023	1	1,625	$204M
2024	1	1,833	$232M

Nearby 401(k) Plans in Georgia

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

Yancey Bros. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Yancey Bros. Employees' 401(k) Profit Sh… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Yancey Bros. Employees' 401(k) Profit Sharing Plan by total assets, not by location.

Wacker Savings Plan (MI) $204M · 1,405
Columbia Distributing 401(k) Retirement Plan (OR) $204M · 1,766
Hargrove 401(k) Plan and Trust (AL) $204M · 2,151
Safety National Casualty Corporation Savings & Profit Sharing Plan (MO) $204M · 680

Frequently Asked Questions

How did Yancey Bros. Employees' 401(k) Profit Sharing Plan assets move in 2023? ▼

Yancey Bros. Employees' 401(k) Profit Sharing Plan grew sharply - up 21.2% during 2023, from $168M to $204M. Reported net income was $36M.

How have Yancey Bros. Co plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Yancey Bros. Co's sponsor-wide assets grew 38.0%, from $168M to $232M.

Where does Yancey Bros. Employees' 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Yancey Bros. Employees' 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Yancey Bros. Employees' 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wacker Savings Plan in MI ($204M, 1,405 participants).

Next read for Yancey Bros. Employees' 401(k) Profit Sh…

Scale reading

Ways to act on Yancey Bros. Employees' 401(k) Profit Sharing Plan's numbers.

By total assets, Yancey Bros. Employees' 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
Yancey Bros. Co's sponsor-wide assets have grown 38.0% since 2022 across 3 plan years on file. More Retail Trade plans

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 580515740.