401(k) · DOL Form 5500 · 2024
Wyrick Robbins Yates & Ponton LLP 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 166
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $612,352
- Avg per participant High balance/head
Official DOL plan name: Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan · Sponsored by Wyrick Robbins Yates & Ponton LLP · North Carolina · Professional & Technical Services
$102M in assets, 166 participants
Wyrick Robbins Yates & Ponton LLP's Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reported $102M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,496 in Professional & Technical Services (20,173 peers)
Coverage in North Carolina
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $102M.
- #18,496
- in Professional & Technical Services (20,173 peers)
- +16.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan's outsized position by total assets
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,650,412 Top 9% higher than 91% 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
Wyrick Robbins Yates & Ponton LLP 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. Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan end-of-year assets rose from $87M in the plan year 2023 filing to $102M in the plan year 2024 filing.
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reported net income fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan reported participants rose from 163 in the plan year 2023 filing to 166 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 561400994 · Wyrick Robbins Yates & Ponton LLP PY 2024 · 401(k)
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan · $102M · 166 · 91st
- VS-ST $102M
- BOY 166
- SCH 91st
- EBSA 401(k)
- PART near Lbmc Employment Partners, LLC 401(k) Profit
- TYPE ind #18496
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $15M |
| Employer EIN | 561400994 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wyrick Robbins Yates & Ponton LLP)
Sponsor-wide plan assets over time
All Wyrick Robbins Yates & Ponton LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 44.3235178073841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $70M |
| 2023 | 1 | 163 | $87M |
| 2024 | 1 | 166 | $102M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Lbmc Employment Partners, LLC 401(k) Profit in TN ($102M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- Awesome 401(k) Plan (CA) 166 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 166 · 0 off
- Mcree Ford, Inc. Retirement Savings Plan (TX) 166 · 0 off
- California Bank of Commerce Profit Sharing 401(k) Plan (CA) 166 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.