401(k) · DOL Form 5500 · 2023
Yella Horse Investments Inc 401(k) Plan
Data updated 2026-08-25
- $96K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $47,891
- Avg per participant Low balance/head
Official DOL plan name: Yella Horse Investments Inc 401(k) Plan · Sponsored by Yella Horse Investments Inc · North Carolina · Other Services
$96K in assets, 2 participants
Yella Horse Investments Inc's Yella Horse Investments Inc 401(k) Plan reported $96K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.
- #1,012 in Other Services (7,857 peers)
Yella Horse Investments Inc multi-year trail
Yella Horse Investments Inc's plans moved +48.3% in assets from 2022 to 2024; this filing shows Yella Horse Investments Inc 401(k) Plan at $96K / 2 participants.
- #1,012
- in Other Services (7,857 peers)
- +89.7%
- assets growth YoY
Yella Horse Investments Inc 401(k) Plan among the smaller filed plans by assets
Yella Horse Investments Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$95,781 6th percentile higher than 6% 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
Yella Horse Investments Inc 401(k) 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. Yella Horse Investments Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Yella Horse Investments Inc 401(k) Plan reported net income rose from $11K in the plan year 2022 filing to $45K in the plan year 2023 filing.
- Yella Horse Investments Inc 401(k) Plan end-of-year assets rose from $51K in the plan year 2022 filing to $96K in the plan year 2023 filing.
- Yella Horse Investments Inc 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 823687897 · Yella Horse Investments Inc PY 2023 · 401(k)
Yella Horse Investments Inc 401(k) Plan · $96K · 2 · 6th
- ASSETS $96K
- PCT 2
- EIN 6th
- RANK 401(k)
- PHOTO near Indeed Recruiting Solutions 401(k) Profit-Sharing Plan Trust
- IND ind #1012
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 North Carolina →
Yella Horse Investments Inc 401(k) Plan in the asset neighbourhood
Yella Horse Investments Inc multi-year asset trail
Sponsor-wide plan assets over time
All Yella Horse Investments Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $75K 48.29812090370869% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $51K |
| 2023 | 1 | 2 | $96K |
| 2024 | 1 | 4 | $75K |
Yella Horse Investments Inc filing trail (2023)
| Total Assets (Beginning of Year) | $51K |
|---|---|
| Net Assets (End of Year) | $96K |
| Net Income | $45K |
| Employer EIN | 823687897 |
| Plan Effective Date | 2017-12-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Yella Horse Investments Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Indeed Recruiting Solutions 401(k) Profit-Sharing Plan Trust in TX ($96K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.