401(k) · DOL Form 5500 · 2024
The Yates Companies, Inc. 401(k) Plan
Data updated 2026-08-11
- $154M
- Total assets
- 4,009
- Participants
- 93rd
- Percentile by assets
- $38,442
- Avg per participant
Official DOL plan name: The Yates Companies, Inc. 401(k) Plan · Sponsored by The Yates Companies, Inc. · Mississippi · Construction
$154M in assets, 4,009 participants
The Yates Companies, Inc.'s The Yates Companies, Inc. 401(k) Plan reported $154M in total assets and 4,009 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #8,289 in Construction (9,039 peers)
Coverage in Mississippi
The Yates Companies, Inc. 401(k) Plan covers 4,009 participants in Mississippi, 11x the typical Mississippi plan (state average ~366 per filing). Assets: $154M.
- $154M
- total plan assets (2024 EOY)
- 4,009
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $38,442
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Yates Companies, Inc. 401(k) Plan end-of-year assets rose from $132M in the plan year 2023 filing to $154M in the plan year 2024 filing.
- The Yates Companies, Inc. 401(k) Plan reported participants rose from 3,568 in the plan year 2023 filing to 4,009 in the plan year 2024 filing.
- The Yates Companies, Inc. 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. The Yates Companies, Inc. 401(k) Plan reports 4,009 participants - 11x that state average ($154M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | $24M |
| Employer EIN | 640893270 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Yates Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 739 | $106M |
| 2023 | 1 | 3,568 | $132M |
| 2024 | 1 | 4,009 | $154M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Yates Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Yates Companies, Inc. 401(k) Plan by total assets, not by location.
- Ttx Company Thrift Plan (NC) $154M · 540
- Connecticut on-Line Computer Center 401(k) Plan (CT) $154M · 699
- Ufcw Local One 401(k) Savings Plan (NY) $154M · 9,730
- Leco Corporation 401(k) Retirement Plan (MI) $154M · 784
Frequently Asked Questions
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Next read for The Yates Companies, Inc. 401(k) Plan
Filing takeaways
Ways to act on The Yates Companies, Inc. 401(k) Plan's numbers.
- By total assets, The Yates Companies, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Mississippi. Compare plans
- The Yates Companies, Inc.'s sponsor-wide assets have grown 45.3% since 2022 across 3 plan years on file. More Construction plans