401(k) · DOL Form 5500 · 2023

Sharon Young, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
112
Participants Small participant base
66th
Percentile by assets National rank
$125,017
Avg per participant Near avg balance/head
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Official DOL plan name: Sharon Young, Inc. 401(k) Profit Sharing Plan · Sponsored by Sharon Young, Inc. · Texas · Manufacturing

$14M in assets, 112 participants

Sharon Young, Inc.'s Sharon Young, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,077 in Manufacturing (18,722 peers)

Coverage in Texas

Sharon Young, Inc. 401(k) Profit Sharing Plan covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#10,077
in Manufacturing (18,722 peers)
+13.6%
assets growth YoY

Sharon Young, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Sharon Young, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,001,918 Top 34% higher than 66% 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

Sharon Young, Inc. 401(k) Profit Sharing Plan 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. Sharon Young, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharon Young, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sharon Young, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sharon Young, Inc. 401(k) Profit Sharing Plan reported participants rose from 103 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752122740 · Sharon Young, Inc. PY 2023 · 401(k)

Sharon Young, Inc. 401(k) Profit Sharing Plan · $14M · 112 · 66th

  • NET $14M
  • NET 112
  • NET 66th
  • NET 401(k)
  • NET near Bluedog Design Retirement Plan
  • NET ind #10077

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 Manufacturing retirement plans → · Plans in Texas →

Sharon Young, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sharon Young, Inc. 401(k) Profit Sharing PlanSharon Young, Inc. 401(k) Pr…$14MBluedog Design Retirement PlanBluedog Design Retirement Pl…$14MBonita Bay Club 401(k) Plan$14MFloyd's Truck Center, Inc. 401(k) PlanFloyd's Truck Center, Inc. 4…$14MLegend Valve 401(k)Plan$14M
End-of-year total assets ($M) among Sharon Young, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN752122740
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharon Young, Inc.)

Sponsor-wide plan assets over time

All Sharon Young, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.78264199309477% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $16.4M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 103 $12M
2023 1 112 $14M
2024 1 111 $16M

Nearby 401(k) Plans in Texas

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

Sharon Young, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sharon Young, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014001918 · Participants: 112Sharon Young, Inc. 401(k) Profit Sharing PlanAT&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
Sharon Young, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sharon Young, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sharon Young, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bluedog Design Retirement Plan in IL ($14M); 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 ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Sharon Young, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sharon Young, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2023, from $12M to $14M. Reported net income was $2M.
How have Sharon Young, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharon Young, Inc.'s sponsor-wide assets grew 32.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Sharon Young, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bluedog Design Retirement Plan in IL ($14M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Sharon Young, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 752122740.

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.