401(k) · DOL Form 5500 · 2024
South Yale Resources Inc 401(k) Plan
Data updated 2026-08-25
- $737K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $245,720
- Avg per participant Above avg balance/head
Official DOL plan name: South Yale Resources Inc 401(k) Plan · Sponsored by South Yale Resources Inc · Oklahoma · Real Estate
$737K in assets, 3 participants
South Yale Resources Inc's South Yale Resources Inc 401(k) Plan reported $737K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #1,668 in Real Estate (4,605 peers)
What the 2024 filing shows
South Yale Resources Inc 401(k) Plan holds $737K for 3 participants - about $245,720 per participant, among the smaller plans by assets on file.
- #1,668
- in Real Estate (4,605 peers)
- +3.2%
- assets growth YoY
South Yale Resources Inc 401(k) Plan among the smaller filed plans by assets
South Yale Resources Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$737,160 21st percentile higher than 21% 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
South Yale Resources Inc 401(k) 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. South Yale Resources Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Yale Resources Inc 401(k) Plan reported net income rose from -$3K in the plan year 2023 filing to $23K in the plan year 2024 filing.
- South Yale Resources Inc 401(k) Plan end-of-year assets rose from $714K in the plan year 2023 filing to $737K in the plan year 2024 filing.
DOL schedule card
Filing strip 474927434 · South Yale Resources Inc PY 2024 · 401(k)
South Yale Resources Inc 401(k) Plan · $737K · 3 · 21st
- BOY $737K
- BOY 3
- BOY 21st
- BOY 401(k)
- BOY near William Durig Finish Carpentry, Inc. 401 (K) Profit Sharing Plan
- BOY ind #1668
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 Real Estate retirement plans → · Plans in Oklahoma →
South Yale Resources Inc 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $714K |
|---|---|
| Net Assets (End of Year) | $737K |
| Net Income | $23K |
| Employer EIN | 474927434 |
| Plan Effective Date | 2015-08-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Yale Resources Inc)
Sponsor-wide plan assets over time
All South Yale Resources Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $737K 2.788491303220193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $717K |
| 2023 | 1 | 3 | $714K |
| 2024 | 1 | 3 | $737K |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
South Yale Resources Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is William Durig Finish Carpentry, Inc. 401 (K) Profit Sharing Plan in OR ($737K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($737K here).
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.