401(k) · DOL Form 5500 · 2022

The Yuba Group LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
47th
Percentile by assets National rank
$463,873
Avg per participant High balance/head
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Official DOL plan name: Yuba Group 401(k) Plan · Sponsored by The Yuba Group LLC · Massachusetts · Professional & Technical Services

$4M in assets, 9 participants

The Yuba Group LLC's Yuba Group 401(k) Plan reported $4M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,583 in Professional & Technical Services (21,562 peers)

The Yuba Group LLC multi-year trail

The Yuba Group LLC's plans moved +36.0% in assets from 2022 to 2024; this filing shows Yuba Group 401(k) Plan at $4M / 9 participants.

#9,583
in Professional & Technical Services (21,562 peers)
-11.0%
assets change YoY

The plan reported a net loss of $518K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yuba Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Yuba Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,174,861 47th percentile higher than 47% of 139,123 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 2022

Yuba Group 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yuba Group 401(k) Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 272627120 · The Yuba Group LLC PY 2022 · 401(k)

Yuba Group 401(k) Plan · $4M · 9 · 47th

  • EBSA $4M
  • EBSA 9
  • EBSA 47th
  • EBSA 401(k)
  • EBSA near Cpc, LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #9583

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 Massachusetts →

Yuba Group 401(k) Plan in the asset neighbourhood

Streamline Brands Readiness 401(k) PlanStreamline Brands Readiness …$4MVenture Forthe, Inc. 401(k) PlanVenture Forthe, Inc. 401(k) …$4MYuba Group 401(k) Plan$4MCpc, LLC 401(k) Profit Sharing Plan & TrustCpc, LLC 401(k) Profit Shari…$4MJon M. Hall Company, LLC 401(k) PlanJon M. Hall Company, LLC 401…$4M
End-of-year total assets ($M) among Yuba Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Yuba Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Yuba Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.97348510525261% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.17M $5.68M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 7 $5M
2024 1 8 $6M

The Yuba Group LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$518K
Employer EIN272627120
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Yuba Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Yuba Group 401(k) Plan, Total assets ($B): 0.004174861 · Participants: 9Yuba Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Yuba Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yuba Group 401(k) Plan side-by-side with 3 peers →

Yuba Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cpc, LLC 401(k) Profit Sharing Plan & Trust in CT ($4M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yuba Group 401(k) Plan assets move in 2022? ▼
Yuba Group 401(k) Plan pulled back noticeably - down 11.0% during 2022, from $5M to $4M. Reported net income was -$518K.
How have The Yuba Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yuba Group LLC's sponsor-wide assets grew 36.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Yuba Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cpc, LLC 401(k) Profit Sharing Plan & Trust in CT ($4M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Yuba Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272627120.

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.