401(k) · DOL Form 5500 · 2022

Yuan Zan Jessie Shaw 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Yuan Zan Jessie Shaw 401(k) Plan · Sponsored by Yuan Zan Jessie Shaw · California · Professional & Technical Services

$1M in assets, 1 participants

Yuan Zan Jessie Shaw's Yuan Zan Jessie Shaw 401(k) Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,324 in Professional & Technical Services (21,562 peers)

Yuan Zan Jessie Shaw multi-year trail

Yuan Zan Jessie Shaw's plans moved +17.8% in assets from 2022 to 2024; this filing shows Yuan Zan Jessie Shaw 401(k) Plan at $1M / 1 participant.

#5,324
in Professional & Technical Services (21,562 peers)
-4.2%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yuan Zan Jessie Shaw 401(k) Plan among the smaller filed plans by assets

Yuan Zan Jessie Shaw 401(k) Plan vs every filed plan by assets

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

$1,357,466 28th percentile higher than 28% 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

Yuan Zan Jessie Shaw 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. Yuan Zan Jessie Shaw 401(k) Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 954386687 · Yuan Zan Jessie Shaw PY 2022 · 401(k)

Yuan Zan Jessie Shaw 401(k) Plan · $1M · 1 · 28th

  • RANK $1M
  • PHOTO 1
  • IND 28th
  • EOY 401(k)
  • 5500 near Gallivan Corporation 401(k) Plan
  • ASSETS ind #5324

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 →

Yuan Zan Jessie Shaw 401(k) Plan in the asset neighbourhood

Yuan Zan Jessie Shaw 401(k) PlanYuan Zan Jessie Shaw 401(k) …$1MGallivan Corporation 401(k) PlanGallivan Corporation 401(k) …$1MAcr Services, LLC 401(k) Plan$1MBurgerworks Texas, LLC Retirement Savings PlanBurgerworks Texas, LLC Retir…$1MRosas First Quality Home Healthcare, LLC 401(k) Profit Sharing PlanRosas First Quality Home Hea…$1M
End-of-year total assets ($M) among Yuan Zan Jessie Shaw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Yuan Zan Jessie Shaw multi-year asset trail

Sponsor-wide plan assets over time

All Yuan Zan Jessie Shaw plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.757104667517396% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.29M $5.06M ▲ +17.9%
Year Plans Participants Total Assets
2022 2 4 $4M
2023 2 2 $5M
2024 2 2 $5M

Yuan Zan Jessie Shaw filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$60K
Employer EIN954386687
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Yuan Zan Jessie Shaw 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Yuan Zan Jessie Shaw 401(k) Plan, Total assets ($B): 0.001357466 · Participants: 1Yuan Zan Jessie Shaw 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
Yuan Zan Jessie Shaw 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Yuan Zan Jessie Shaw 401(k) Plan side-by-side with 3 peers →

Yuan Zan Jessie Shaw 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gallivan Corporation 401(k) Plan in NY ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Yuan Zan Jessie Shaw 401(k) Plan assets move in 2022? ▼
Yuan Zan Jessie Shaw 401(k) Plan edged down modestly - down 4.2% during 2022, from $1M to $1M. Reported net income was -$60K.
How have Yuan Zan Jessie Shaw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yuan Zan Jessie Shaw's sponsor-wide assets grew 17.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Yuan Zan Jessie Shaw 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gallivan Corporation 401(k) Plan in NY ($1M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Yuan Zan Jessie Shaw 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 954386687.

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.