401(k) · DOL Form 5500 · 2022

West Yost & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
183
Participants Below avg headcount
84th
Percentile by assets National rank
$188,639
Avg per participant Above avg balance/head
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Official DOL plan name: West Yost & Associates Profit Sharing 401(k) Plan · Sponsored by West Yost & Associates, Inc. · California · Professional & Technical Services

$35M in assets, 183 participants

West Yost & Associates, Inc.'s West Yost & Associates Profit Sharing 401(k) Plan reported $35M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,369 in Professional & Technical Services (21,562 peers)

Coverage in California

West Yost & Associates Profit Sharing 401(k) Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $35M.

#18,369
in Professional & Technical Services (21,562 peers)
+0.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

West Yost & Associates Profit Sharing 401(k) Plan's outsized position by total assets

West Yost & Associates Profit Sharing 401(k) Plan vs every filed plan by assets

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

$34,520,877 Top 16% higher than 84% 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

West Yost & Associates Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Yost & Associates Profit Sharing 401(k) Plan sits mid-pack in the medium band (183 participants).

Plan-year Form 5500 strip

Filing strip 680370826 · West Yost & Associates, Inc. PY 2022 · 401(k)

West Yost & Associates Profit Sharing 401(k) Plan · $35M · 183 · 84th

  • SCH $35M
  • EBSA 183
  • PART 84th
  • TYPE 401(k)
  • NET near Moritt Hock & Hamroff LLP 401(k) Profit Sharing Plan
  • BOOK ind #18369

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 California →

West Yost & Associates Profit Sharing 401(k) Plan in the asset neighbourhood

West Yost & Associates Profit Sharing 401(k) PlanWest Yost & Associates Profi…$35MMoritt Hock & Hamroff LLP 401(k) Profit Sharing PlanMoritt Hock & Hamroff LLP 40…$35MKahn, Litwin, Renza & Co., Ltd. 401(k) Retirement PlanKahn, Litwin, Renza & Co., L…$35MRainey, Kizer, Reviere & Bell 401(k) PlanRainey, Kizer, Reviere & Bel…$35MThe National Football League Capital Accumulation PlanThe National Football League…$35M
End-of-year total assets ($M) among West Yost & Associates Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$35M
Net Income$180K
Employer EIN680370826
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Yost & Associates, Inc.)

Sponsor-wide plan assets over time

All West Yost & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 48.30863364218702% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.5M $51.2M ▲ +48.3%
Year Plans Participants Total Assets
2022 2 383 $35M
2023 1 199 $43M
2024 1 220 $51M

Nearby 401(k) Plans in California

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

West Yost & Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants West Yost & Associates Profit Sharing 401(k) Plan, Total assets ($B): 0.034520877 · Participants: 183West Yost & Associates Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
West Yost & Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare West Yost & Associates Profit Sharing 401(k) Plan side-by-side with 3 peers →

West Yost & Associates Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Moritt Hock & Hamroff LLP 401(k) Profit Sharing Plan in NY ($35M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 West Yost & Associates Profit Sharing 401(k) Plan assets move in 2022? ▼
West Yost & Associates Profit Sharing 401(k) Plan held essentially flat - up 0.5% during 2022, from $34M to $35M. Reported net income was $180K.
How have West Yost & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Yost & Associates, Inc.'s sponsor-wide assets grew 48.3%, from $35M to $51M.
Where does West Yost & Associates Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
West Yost & Associates Profit Sharing 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to West Yost & Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moritt Hock & Hamroff LLP 401(k) Profit Sharing Plan in NY ($35M, 144 participants).
Which 401(k) plans cover a similar participant headcount to West Yost & Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 participants, N/A 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 680370826.

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.