401(k) · DOL Form 5500 · 2023
Coats, Rose, Yale, Ryman & Lee, P.C. 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 112
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $556,724
- Avg per participant High balance/head
Official DOL plan name: Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust · Sponsored by Coats, Rose, Yale, Ryman & Lee, P.C. · Texas · Professional & Technical Services
$62M in assets, 112 participants
Coats, Rose, Yale, Ryman & Lee, P.C.'s Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reported $62M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,054 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $62M.
- #18,054
- in Professional & Technical Services (20,321 peers)
- +8.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust's outsized position by total assets
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,353,092 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing 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. Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reported net income rose from -$13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reported participants fell from 126 in the plan year 2022 filing to 112 in the plan year 2023 filing.
- Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust end-of-year assets rose from $57M in the plan year 2022 filing to $62M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 760294490 · Coats, Rose, Yale, Ryman & Lee, P.C. PY 2023 · 401(k)
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust · $62M · 112 · 88th
- PHOTO $62M
- IND 112
- EOY 88th
- 5500 401(k)
- ASSETS near Veit 401(k) Plan
- PCT ind #18054
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 Texas →
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $5M |
| Employer EIN | 760294490 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coats, Rose, Yale, Ryman & Lee, P.C.)
Sponsor-wide plan assets over time
All Coats, Rose, Yale, Ryman & Lee, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 32.24592463198442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $57M |
| 2023 | 1 | 112 | $62M |
| 2024 | 1 | 103 | $76M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Veit 401(k) Plan in MN ($62M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Veit 401(k) Plan (MN) $62M · 760
- Edens Realty, Inc. 401(k) Plan (SC) $62M · 208
- Co-Op 401(k) Plan (WI) $62M · 627
- Encompass Digital Media 401(k) Plan (GA) $62M · 555
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
- Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
- Left Right LLC 401(k) Plan (NY) 112 · 0 off
- Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.