401(k) · DOL Form 5500 · 2024
Sharon Young, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $147,484
- Avg per participant Above avg balance/head
Official DOL plan name: Sharon Young, Inc. 401(k) Profit Sharing Plan · Sponsored by Sharon Young, Inc. · Texas · Manufacturing
$16M in assets, 111 participants
Sharon Young, Inc.'s Sharon Young, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #9,734 in Manufacturing (17,777 peers)
Coverage in Texas
Sharon Young, Inc. 401(k) Profit Sharing Plan covers 111 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $16M.
- #9,734
- in Manufacturing (17,777 peers)
- +16.9%
- assets growth YoY
Sharon Young, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Sharon Young, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,370,675 Top 34% higher than 66% 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
Sharon Young, Inc. 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. Sharon Young, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sharon Young, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sharon Young, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
DOL schedule card
Filing strip 752122740 · Sharon Young, Inc. PY 2024 · 401(k)
Sharon Young, Inc. 401(k) Profit Sharing Plan · $16M · 111 · 66th
- NET $16M
- NET 111
- NET 66th
- NET 401(k)
- NET near Pittman Construction Company Profit Sharing Plan
- NET ind #9734
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 Manufacturing retirement plans → · Plans in Texas →
Sharon Young, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 752122740 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharon Young, Inc.)
Sponsor-wide plan assets over time
All Sharon Young, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.78264199309477% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $12M |
| 2023 | 1 | 112 | $14M |
| 2024 | 1 | 111 | $16M |
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
Sharon Young, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Pittman Construction Company Profit Sharing Plan in GA ($16M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Pittman Construction Company Profit Sharing Plan (GA) $16M · 182
- Axxcss Wireless Solutions, Inc. Employees Retirement 401(k) Plan (CA) $16M · 40
- Centric 401(k) Plan (CA) $16M · 111
- Groq 401(k) Plan (CA) $16M · 144
Similar participant headcount
Nearest other-state filings by covered participants (111 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.