401(k) · DOL Form 5500 · 2024
Yancey Bros. Co 401(k) Plan
Data updated 2026-08-25
- $232M
- Total assets Near avg plan size
- 1,833
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $126,466
- Avg per participant Near avg balance/head
Official DOL plan name: Yancey Bros. Employees' 401(k) Profit Sharing Plan · Sponsored by Yancey Bros. Co · Georgia · Retail Trade
$232M in assets, 1,833 participants
Yancey Bros. Co's Yancey Bros. Employees' 401(k) Profit Sharing Plan reported $232M in total assets and 1,833 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,809 in Retail Trade (8,048 peers)
Where Yancey Bros. Employees' 401(k) Profit Sharing Plan sits by assets
Yancey Bros. Employees' 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $232M for 1,833 participants (~$126,466/participant), up 13.9% in 2024.
- #7,809
- in Retail Trade (8,048 peers)
- +13.9%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Yancey Bros. Employees' 401(k) Profit Sharing Plan's outsized position by total assets
Yancey Bros. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$231,812,582 Top 5% higher than 95% 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
Yancey Bros. Employees' 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yancey Bros. Employees' 401(k) Profit Sharing Plan lands in the large band (1,833 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yancey Bros. Employees' 401(k) Profit Sharing Plan reported net income fell from $36M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Yancey Bros. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $204M in the plan year 2023 filing to $232M in the plan year 2024 filing.
- Yancey Bros. Employees' 401(k) Profit Sharing Plan reported participants rose from 1,625 in the plan year 2023 filing to 1,833 in the plan year 2024 filing.
DOL schedule card
Filing strip 580515740 · Yancey Bros. Co PY 2024 · 401(k)
Yancey Bros. Employees' 401(k) Profit Sharing Plan · $232M · 1,833 · 95th
- VS-ST $232M
- BOY 1,833
- SCH 95th
- EBSA 401(k)
- PART near Best Western International, Inc. 401(k) Investment Plan
- TYPE ind #7809
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 Georgia →
Yancey Bros. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $204M |
|---|---|
| Net Assets (End of Year) | $232M |
| Net Income | $28M |
| Employer EIN | 580515740 |
| Plan Effective Date | 1963-06-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yancey Bros. Co)
Sponsor-wide plan assets over time
All Yancey Bros. Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $232M 38.03253588500792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,437 | $168M |
| 2023 | 1 | 1,625 | $204M |
| 2024 | 1 | 1,833 | $232M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Yancey Bros. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Best Western International, Inc. 401(k) Investment Plan in AZ ($232M); by covered participants it is Fields Profit Sharing and Savings Plan in IL (1,833 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232M here).
- Best Western International, Inc. 401(k) Investment Plan (AZ) $232M · 1,376
- Frankenmuth Insurance 401(k) Savings Plan (MI) $232M · 853
- Contract Employee Retirement Savings Plan (VA) $232M · 16,230
- Elevate Textiles 401(k) Retirement Plan (NC) $232M · 2,323
Similar participant headcount
Nearest other-state filings by covered participants (1,833 participants); asset peers above are excluded.
- Fields Profit Sharing and Savings Plan (IL) 1,833 · 0 off
- Aurora Operations, Inc. 401(k) Plan (PA) 1,833 · 0 off
- Colwen Management, Inc. 401(k) Benefit Plan (NH) 1,833 · 0 off
- Employee 401(k) Thrift Plan of Pcl Construction Enterprises, Inc. (CO) 1,834 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.