401(k) · DOL Form 5500 · 2024

Yates Services, LLC 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,920
Participants Near avg headcount
90th
Percentile by assets National rank
$47,691
Avg per participant Low balance/head
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Official DOL plan name: Yates Services Retirement & Savings Plan · Sponsored by Yates Services, LLC · Mississippi · Construction

$92M in assets, 1,920 participants

Yates Services, LLC's Yates Services Retirement & Savings Plan reported $92M in total assets and 1,920 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,972 in Construction (9,039 peers)

Coverage in Mississippi

Yates Services Retirement & Savings Plan covers 1,920 participants in Mississippi, 5.2x the typical Mississippi plan (state average ~366 per filing). Assets: $92M.

#7,972
in Construction (9,039 peers)
+11.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Yates Services Retirement & Savings Plan's outsized position by total assets

Yates Services Retirement & Savings Plan vs every filed plan by assets

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

$91,567,513 Top 10% higher than 90% 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 Services Retirement & Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yates Services Retirement & Savings Plan lands in the large band (1,920 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yates Services Retirement & Savings Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Yates Services Retirement & Savings Plan reported participants rose from 1,709 in the plan year 2023 filing to 1,920 in the plan year 2024 filing.
  • Yates Services Retirement & Savings Plan end-of-year assets rose from $82M in the plan year 2023 filing to $92M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680523908 · Yates Services, LLC PY 2024 · 401(k)

Yates Services Retirement & Savings Plan · $92M · 1,920 · 90th

  • ASSETS $92M
  • PCT 1,920
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Perfetti Van Melle, Inc. 401(k) Plan and Trust
  • IND ind #7972

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 Construction retirement plans → · Plans in Mississippi →

Yates Services Retirement & Savings Plan in the asset neighbourhood

Gowan Group 401(k) Profit Sharing PlanGowan Group 401(k) Profit Sh…$92MYates Services Retirement & Savings PlanYates Services Retirement & …$92MPerfetti Van Melle, Inc. 401(k) Plan and TrustPerfetti Van Melle, Inc. 401…$92MHolcim (US) Inc. Union 401(k) PlanHolcim (US) Inc. Union 401(k…$92MSalary Investment Plan of Mutual of Enumclaw Insurance CompanySalary Investment Plan of Mu…$92M
End-of-year total assets ($M) among Yates Services Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$92M
Net Income$10M
Employer EIN680523908
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yates Services, LLC)

Sponsor-wide plan assets over time

All Yates Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$92M 30.458738407652643% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.2M $91.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 1,737 $70M
2023 1 1,709 $82M
2024 1 1,920 $92M

Nearby 401(k) Plans in Mississippi

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

Yates Services Retirement & Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants Yates Services Retirement & Savings Plan, Total assets ($M): 91.567513 · Participants: 1920Yates Services Retirement & Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Yates Services Retirement & Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Yates Services Retirement & Savings Plan side-by-side with 3 peers →

Yates Services Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Perfetti Van Melle, Inc. 401(k) Plan and Trust in KY ($92M); by covered participants it is Running Supply, Inc. 401(k) Profit Sharing Plan in MN (1,920 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,920 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 Services Retirement & Savings Plan assets move in 2024? ▼
Yates Services Retirement & Savings Plan grew at a solid clip - up 11.9% during 2024, from $82M to $92M. Reported net income was $10M.
How have Yates Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yates Services, LLC's sponsor-wide assets grew 30.5%, from $70M to $92M.
Where does Yates Services Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Yates Services Retirement & Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Yates Services Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perfetti Van Melle, Inc. 401(k) Plan and Trust in KY ($92M, 962 participants).
Which 401(k) plans cover a similar participant headcount to Yates Services Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Running Supply, Inc. 401(k) Profit Sharing Plan in MN (1,920 participants, $32M 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 680523908.

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.