401(k) · DOL Form 5500 · 2024

Yates, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
129
Participants Small participant base
74th
Percentile by assets National rank
$193,608
Avg per participant Above avg balance/head
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Official DOL plan name: Yates Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Yates, LLC · Georgia · Finance & Insurance

$25M in assets, 129 participants

Yates, LLC's Yates Insurance Agency, Inc. Profit Sharing Plan reported $25M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,175 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Yates Insurance Agency, Inc. Profit Sharing Plan covers 129 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#5,175
in Finance & Insurance (8,549 peers)
+6.3%
assets growth YoY

Yates Insurance Agency, Inc. Profit Sharing Plan's outsized position by total assets

Yates Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$24,975,411 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Yates Insurance Agency, Inc. 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. Yates Insurance Agency, Inc. Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yates Insurance Agency, Inc. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Yates Insurance Agency, Inc. Profit Sharing Plan reported participants rose from 119 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Yates Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 873779035 · Yates, LLC PY 2024 · 401(k)

Yates Insurance Agency, Inc. Profit Sharing Plan · $25M · 129 · 74th

  • ASSETS $25M
  • ASSETS 129
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Dimmitt Automotive Group 401(k) Profit Sharing Plan
  • ASSETS ind #5175

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 Finance & Insurance retirement plans → · Plans in Georgia →

Yates Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Yates Insurance Agency, Inc. Profit Sharing PlanYates Insurance Agency, Inc.…$25MDimmitt Automotive Group 401(k) Profit Sharing PlanDimmitt Automotive Group 401…$25MT&w Tire 401(k) Profit Sharing PlanT&w Tire 401(k) Profit Shari…$25MTeam Direct Management 401(k) Profit Sharing PlanTeam Direct Management 401(k…$25MThomas Howell Ferguson, P.a. 401(k) PlanThomas Howell Ferguson, P.a.…$25M
End-of-year total assets ($M) among Yates Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN873779035
Plan Effective Date1968-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Yates, LLC)

Sponsor-wide plan assets over time

All Yates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.566289441290387% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $21.8M $25M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 115 $22M
2023 1 119 $23M
2024 1 129 $25M

Nearby 401(k) Plans in Georgia

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

Yates Insurance Agency, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Yates Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.024975411 · Participants: 129Yates Insurance Agency, Inc. Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Yates Insurance Agency, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Yates Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Yates Insurance Agency, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Dimmitt Automotive Group 401(k) Profit Sharing Plan in FL ($25M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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.

Frequently Asked Questions

How did Yates Insurance Agency, Inc. Profit Sharing Plan assets move in 2024? ▼
Yates Insurance Agency, Inc. Profit Sharing Plan grew at a solid clip - up 6.3% during 2024, from $23M to $25M. Reported net income was $1M.
How have Yates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yates, LLC's sponsor-wide assets grew 14.6%, from $22M to $25M.
Which 401(k) plans are similar in size to Yates Insurance Agency, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dimmitt Automotive Group 401(k) Profit Sharing Plan in FL ($25M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Yates Insurance Agency, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 873779035.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.