How big is W.T. Young, LLC's plan?

W.T. Young, LLC's plan reported $29.5M in assets and 59 participants for 2023.

Original filing (PDF)20250225111107NAL0008323107001

W.T. Young, LLC

Name: W.T. Young, LLC — W. T. Young, LLC Retirement Plan, Form 5500 (2023)
Creator: W.T. Young, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W. T. Young, LLC Retirement Plan

Defined-contribution retirement plan · W.T. Young, LLC's W. T. Young, LLC Retirement Plan held $29.5M in plan assets for 59 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29.5M

Net assets (EOY)

$29.5M

Plan identifiers

W.T. Young, LLC's EIN is 61-0545498.

EIN 61-0545498

Plan number 001

Plan year 2023

ACK ID 20250225111107NAL0008323107001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for W.T. Young, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

W.T. Young, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.T. YOUNG, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score