401(k) · DOL Form 5500 · 2022

Steve G. Yoelin, M.D. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$166,049
Avg per participant Above avg balance/head
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Official DOL plan name: Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan · Sponsored by Steve G. Yoelin, M.D. · California · Healthcare & Social Assistance

$1M in assets, 9 participants

Steve G. Yoelin, M.D.'s Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,774 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan holds $1M for 9 participants - about $166,049 per participant, in the lower half of filed plans by assets.

#5,774
in Healthcare & Social Assistance (20,060 peers)
+5.9%
assets growth YoY

Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,494,439 30th percentile higher than 30% 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

Steve G. Yoelin, M.D. 401(k) Profit Sharing 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. Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 320192021 · Steve G. Yoelin, M.D. PY 2022 · 401(k)

Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan · $1M · 9 · 30th

  • TYPE $1M
  • TYPE 9
  • TYPE 30th
  • TYPE 401(k)
  • TYPE near Heart Enterprises Inc. 401(k) Plan
  • TYPE ind #5774

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan in the asset neighbourhood

Steve G. Yoelin, M.D. 401(k) Profit Sharing PlanSteve G. Yoelin, M.D. 401(k)…$1MHeart Enterprises Inc. 401(k) PlanHeart Enterprises Inc. 401(k…$1MOrlando Bathing Suit, LLC 401(k) PlanOrlando Bathing Suit, LLC 40…$1MFlood Digital Networks, LLC 401(k) PlanFlood Digital Networks, LLC …$1MKtn Logistics, Inc. 401(k) PlanKtn Logistics, Inc. 401(k) P…$1M
End-of-year total assets ($M) among Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$84K
Employer EIN320192021
Plan Effective Date2008-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Steve G. Yoelin, M.D.)

Sponsor-wide plan assets over time

All Steve G. Yoelin, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.909683165388484% vs 2022
2023 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 20222023 $1.49M $1.6M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 8 $2M

Nearby 401(k) Plans in California

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

Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan, Total assets ($B): 0.001494439 · Participants: 9Steve G. Yoelin, M.D. 401(k) Profit Sharing 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
Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heart Enterprises Inc. 401(k) Plan in CO ($1M); 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 ($1M 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 Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan assets move in 2022? ▼
Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan grew at a solid clip - up 5.9% during 2022, from $1M to $1M. Reported net income was $84K.
How have Steve G. Yoelin, M.D. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Steve G. Yoelin, M.D.'s sponsor-wide assets grew 6.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Steve G. Yoelin, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heart Enterprises Inc. 401(k) Plan in CO ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Steve G. Yoelin, M.D. 401(k) Profit Sharing 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 320192021.

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.