401(k) · DOL Form 5500 · 2024
Ross & Yerger Insurance, Inc. 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $450,295
- Avg per participant High balance/head
Official DOL plan name: Ross & Yerger Insurance, Inc. Ksop · Sponsored by Ross & Yerger Insurance, Inc. · Mississippi · Finance & Insurance
$85M in assets, 188 participants
Ross & Yerger Insurance, Inc.'s Ross & Yerger Insurance, Inc. Ksop reported $85M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,121 in Finance & Insurance (8,549 peers)
Where Ross & Yerger Insurance, Inc. Ksop sits by assets
Ross & Yerger Insurance, Inc. Ksop sits in the top quartile of all filed plans by assets, $85M for 188 participants (~$450,295/participant), up 13.8% in 2024.
- #7,121
- in Finance & Insurance (8,549 peers)
- +13.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Ross & Yerger Insurance, Inc. Ksop's outsized position by total assets
Ross & Yerger Insurance, Inc. Ksop vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,655,477 Top 11% higher than 89% 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
Ross & Yerger Insurance, Inc. Ksop 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. Ross & Yerger Insurance, Inc. Ksop sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ross & Yerger Insurance, Inc. Ksop reported participants rose from 141 in the plan year 2023 filing to 188 in the plan year 2024 filing.
- Ross & Yerger Insurance, Inc. Ksop end-of-year assets rose from $74M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Ross & Yerger Insurance, Inc. Ksop reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 640947389 · Ross & Yerger Insurance, Inc. PY 2024 · 401(k)
Ross & Yerger Insurance, Inc. Ksop · $85M · 188 · 89th
- BOY $85M
- SCH 188
- EBSA 89th
- PART 401(k)
- TYPE near Ceco Environmental 401(k) Savings and Retirement Plan
- NET ind #7121
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 Mississippi →
Ross & Yerger Insurance, Inc. Ksop in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $10M |
| Employer EIN | 640947389 |
| Plan Effective Date | 1983-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ross & Yerger Insurance, Inc.)
Sponsor-wide plan assets over time
All Ross & Yerger Insurance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 29.139315831676992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $66M |
| 2023 | 1 | 141 | $74M |
| 2024 | 1 | 188 | $85M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Ross & Yerger Insurance, Inc. Ksop's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Ceco Environmental 401(k) Savings and Retirement Plan in TX ($85M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Ceco Environmental 401(k) Savings and Retirement Plan (TX) $85M · 647
- Safebuilt 401(k) Plan (CO) $85M · 1,601
- Gaming Laboratories International, LLC Profit Sharing Plan (NJ) $85M · 555
- Plaid 401(k) Plan (CA) $85M · 817
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Trinity Rehab, LLC 401(k) Plan (NC) 188 · 0 off
- Burdette Beckmann, Inc. 401(k) Profit Sharing Plan (FL) 188 · 0 off
- Advanced Digital Cable, Inc 401(k) Plan (NC) 188 · 0 off
- Mainstreet Bank 401(k) Plan (VA) 188 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.