401(k) · DOL Form 5500 · 2023

Yunex LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
232
Participants Below avg headcount
76th
Percentile by assets National rank
$107,768
Avg per participant Below avg balance/head
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Official DOL plan name: Yunex LLC Savings Plan · Sponsored by Yunex LLC · Florida · Manufacturing

$25M in assets, 232 participants

Yunex LLC's Yunex LLC Savings Plan reported $25M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,622 in Manufacturing (18,722 peers)

Coverage in Florida

Yunex LLC Savings Plan covers 232 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $25M.

#12,622
in Manufacturing (18,722 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Yunex LLC Savings Plan's outsized position by total assets

Yunex LLC Savings Plan vs every filed plan by assets

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

$25,002,246 Top 24% higher than 76% 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

Yunex LLC Savings 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. Yunex LLC Savings Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yunex LLC Savings Plan reported net income rose from $345K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Yunex LLC Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Yunex LLC Savings Plan reported participants fell from 236 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 862136678 · Yunex LLC PY 2023 · 401(k)

Yunex LLC Savings Plan · $25M · 232 · 76th

  • EIN $25M
  • RANK 232
  • PHOTO 76th
  • IND 401(k)
  • EOY near Cardigan Mountain School DC Retirement Plan
  • 5500 ind #12622

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 Florida →

Yunex LLC Savings Plan in the asset neighbourhood

Yunex LLC Savings Plan$25MCardigan Mountain School DC Retirement PlanCardigan Mountain School DC …$25MI.G. Burton and Co., Inc. Salary Deferral 401(k) Ps PlanI.G. Burton and Co., Inc. Sa…$25MAnderson & Vreeland, Inc. Profit Sharing PlanAnderson & Vreeland, Inc. Pr…$25MEnstructure 401(k) Plan$25M
End-of-year total assets ($M) among Yunex LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN862136678
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yunex LLC)

Sponsor-wide plan assets over time

All Yunex LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 28.431648202300757% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.6M $27.8M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 236 $22M
2023 1 232 $25M
2024 1 257 $28M

Nearby 401(k) Plans in Florida

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

Yunex LLC Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Yunex LLC Savings Plan, Total assets ($B): 0.025002246 · Participants: 232Yunex LLC Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Yunex LLC Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Yunex LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cardigan Mountain School DC Retirement Plan in NH ($25M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Yunex LLC Savings Plan assets move in 2023?
Yunex LLC Savings Plan grew sharply - up 15.5% during 2023, from $22M to $25M. Reported net income was $3M.
How have Yunex LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Yunex LLC's sponsor-wide assets grew 28.4%, from $22M to $28M.
Where does Yunex LLC Savings Plan rank by assets among Form 5500 filers?
Yunex LLC Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Yunex LLC Savings Plan?
Among 401(k) plans in other states, the closest by assets is Cardigan Mountain School DC Retirement Plan in NH ($25M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Yunex LLC Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M in assets).