401(k) · DOL Form 5500 · 2024
Coats, Rose, Yale, Ryman & Lee, P.C. 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 103
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $736,456
- Avg per participant High balance/head
Official DOL plan name: Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust · Sponsored by Coats, Rose, Yale, Ryman & Lee, P.C. · Texas · Professional & Technical Services
$76M in assets, 103 participants
Coats, Rose, Yale, Ryman & Lee, P.C.'s Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reported $76M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #18,027 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust covers 103 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $76M.
- #18,027
- in Professional & Technical Services (20,173 peers)
- +21.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust's outsized position by total assets
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,855,010 Top 12% higher than 88% 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
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust 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. Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust end-of-year assets rose from $62M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust reported participants fell from 112 in the plan year 2023 filing to 103 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 760294490 · Coats, Rose, Yale, Ryman & Lee, P.C. PY 2024 · 401(k)
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust · $76M · 103 · 88th
- EBSA $76M
- PART 103
- TYPE 88th
- NET 401(k)
- BOOK near Lighthouse Document Technologies, 401(k) Plan
- VS-ST ind #18027
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 Texas →
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $14M |
| Employer EIN | 760294490 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coats, Rose, Yale, Ryman & Lee, P.C.)
Sponsor-wide plan assets over time
All Coats, Rose, Yale, Ryman & Lee, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 32.24592463198442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $57M |
| 2023 | 1 | 112 | $62M |
| 2024 | 1 | 103 | $76M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lighthouse Document Technologies, 401(k) Plan in WA ($76M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Lighthouse Document Technologies, 401(k) Plan (WA) $76M · 741
- Calamp Corp. Employees Savings Plan (CA) $76M · 262
- Empire Merchants, LLC 401(k) Plan (NY) $76M · 233
- Amcon Distributing Company Profit Sharing Plan (NE) $76M · 1,178
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Chrysalis House Inc 401(k) Profit Sharing Plan & Trust (MD) 103 · 0 off
- North Valley Endodontics P. a. (AZ) 103 · 0 off
- Servicetec International, Inc. 401(k) Plan (VA) 103 · 0 off
- Regional One, Inc. (FL) 103 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.