401(k) · DOL Form 5500 · 2024

Yzer LLC 401(k) Plan

Data updated 2026-08-25

$551K
Total assets Small plan by assets: 105
Participants Small participant base: 18th
Percentile by assets National rank: $5,250
Avg per participant Low balance/head

Official DOL plan name: Yzer, LLC 401(k) Profit Sharing Plan · Sponsored by Yzer LLC · Florida · Transportation & Warehousing

$551K in assets, 105 participants

Yzer LLC's Yzer, LLC 401(k) Profit Sharing Plan reported $551K in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

#642 in Transportation & Warehousing (3,299 peers)

Coverage in Florida

Yzer, LLC 401(k) Profit Sharing Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $551K.

#642
in Transportation & Warehousing (3,299 peers): +38.1%
assets growth YoY

Yzer, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Yzer, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$551,274 18th percentile higher than 18% 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

Yzer, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yzer, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 822501890 · Yzer LLC PY 2024 · 401(k)

Yzer, LLC 401(k) Profit Sharing Plan · $551K · 105 · 18th

NET $551K
BOOK 105
VS-ST 18th
BOY 401(k)
SCH near Universal Windows Direct of Dayton Inc. 401(k) Pro
EBSA ind #642

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 Transportation & Warehousing retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Yzer, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)	$399K
Net Assets (End of Year)	$551K
Net Income	$152K
Employer EIN	822501890
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Yzer, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Yzer, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Yzer, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Universal Windows Direct of Dayton Inc. 401(k) Pro in OH ($551K); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($551K here).

Universal Windows Direct of Dayton Inc. 401(k) Pro (OH) $551K · 12
J E a Inc. 401(k) Plan (OR) $551K · 4
Whitehouse Farms Inc. 401(k) Plan (NY) $551K · 4
Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust (CO) $551K · 6

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yzer, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼

Yzer, LLC 401(k) Profit Sharing Plan surged - up 38.1% during 2024, from $399K to $551K. Reported net income was $152K.

Where does Yzer, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Yzer, LLC 401(k) Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Yzer, LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Universal Windows Direct of Dayton Inc. 401(k) Pro in OH ($551K, 12 participants).

Which 401(k) plans cover a similar participant headcount to Yzer, LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822501890.