Other · DOL Form 5500 · 2023

Yoder Industries Employee Stock Ownership Plan

Data updated 2026-05-15

$4M
Total assets
52
Participants
42th
Percentile by assets
$83,327
Avg per participant

Sponsored by Yoder Industries, Inc. · Ohio · Manufacturing

What the 2023 filing shows

Yoder Industries Employee Stock Ownership Plan holds $4M for 52 participants - about $83,327 per participant, in the lower half of filed plans by assets, down 26.4% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
52
covered participants
42th
percentile by assets (of 126,618 plans)
$83,327
avg assets per participant

The plan reported a net loss of $559K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Manufacturing

Other · DOL Form 5500 · 2023

What the Filing Says About Yoder Industries Employee Stock Ownership Plan

Yoder Industries Employee Stock Ownership Plan is an Other retirement plan sponsored by Yoder Industries, Inc., headquartered in Ohio. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 52 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 310627250, and the plan has been effective since 2011-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $6M at the beginning of 2023 to $4M at year-end - down 26.4%. Net assets (after liabilities) closed the year at $2M, with reported net income of -$559K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Yoder Industries, Inc. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $6M to $4M, a decline of 26.4%, while reported participants moved from 65 to 52 (-20.0%). Year-by-year, sponsor-wide filings show: 2022 - $6M in assets across 1 plan covering 65 participants; 2023 - $4M in assets across 1 plan covering 52 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Yoder Industries Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$4M
Net Assets (End of Year)$2M
Net Income-$559K
Plan TypeOther
Employer EIN310627250
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yoder Industries, Inc.)

Year Plans Participants Total Assets
2022 1 65 $6M
2023 1 52 $4M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Yoder Industries Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Yoder Industries Employee Stock Ownership Plan holds $4M in total assets with 52 participants. It is sponsored by Yoder Industries, Inc..
What type of plan is Yoder Industries Employee Stock Ownership Plan?
Yoder Industries Employee Stock Ownership Plan is an Other plan. It has been effective since 2011-10-01. The plan is filed with the U.S. Department of Labor under EIN 310627250.
Who sponsors the Yoder Industries Employee Stock Ownership Plan?
Yoder Industries Employee Stock Ownership Plan is sponsored by Yoder Industries, Inc., located in Ohio. The sponsor's EIN is 310627250 and the plan operates in the Manufacturing industry.
How did Yoder Industries Employee Stock Ownership Plan perform in 2023?
Yoder Industries Employee Stock Ownership Plan declined sharply - down 26.4% during 2023, moving from $6M to $4M in total assets. Net income was -$559K.

What this filing means

Ways to act on Yoder Industries Employee Stock Ownership Plan's numbers.

  • By total assets, Yoder Industries Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
  • Yoder Industries, Inc.'s sponsor-wide assets have declined 26.4% since 2022 across 2 plan years on file. More Manufacturing plans
  • An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 310627250.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.