Profit Sharing · DOL Form 5500 · 2024
Yankee Tango, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $947K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $315,778
- Avg per participant High balance/head
Official DOL plan name: Yankee Tango, Inc. Retirement Plan · Sponsored by Yankee Tango, Inc. · Oregon · Retail Trade
$947K in assets, 3 participants
Yankee Tango, Inc.'s Yankee Tango, Inc. Retirement Plan reported $947K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #2,802 in Retail Trade (8,048 peers)
Yankee Tango, Inc. multi-year trail
Yankee Tango, Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Yankee Tango, Inc. Retirement Plan at $947K / 3 participants.
- #2,802
- in Retail Trade (8,048 peers)
- +13.8%
- assets growth YoY
Yankee Tango, Inc. Retirement Plan among the smaller filed plans by assets
Yankee Tango, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$947,335 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Yankee Tango, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yankee Tango, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yankee Tango, Inc. Retirement Plan reported net income fell from $135K in the plan year 2023 filing to $115K in the plan year 2024 filing.
- Yankee Tango, Inc. Retirement Plan end-of-year assets rose from $833K in the plan year 2023 filing to $947K in the plan year 2024 filing.
DOL schedule card
Filing strip 823951401 · Yankee Tango, Inc. PY 2024 · Profit Sharing
Yankee Tango, Inc. Retirement Plan · $947K · 3 · 23rd
- BOOK $947K
- VS-ST 3
- BOY 23rd
- SCH Profit Sharing
- EBSA near Mb Healthcare Inc. Retirement Plan
- PART ind #2802
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 Retail Trade retirement plans → · Plans in Oregon →
Yankee Tango, Inc. Retirement Plan in the asset neighbourhood
Yankee Tango, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Yankee Tango, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $947K 35.6735305322193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $698K |
| 2023 | 1 | 3 | $833K |
| 2024 | 1 | 3 | $947K |
Yankee Tango, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $833K |
|---|---|
| Net Assets (End of Year) | $947K |
| Net Income | $115K |
| Employer EIN | 823951401 |
| Plan Effective Date | 2018-01-09 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Yankee Tango, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Mb Healthcare Inc. Retirement Plan in PA ($947K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($947K here).
- Mb Healthcare Inc. Retirement Plan (PA) $947K · 18
- Manuel Alvarez Perez Retirement Plan (PR) $948K · 1
- Swagger Foods Profit Sharing Plan (IL) $948K · 4
- Mobius Productions Profit Sharing Plan (CA) $949K · 12
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.