401(k) · DOL Form 5500 · 2022

Yeh and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
137
Participants Small participant base
67th
Percentile by assets National rank
$81,089
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yeh and Associates, Inc. 401(k) Plan · Sponsored by Yeh and Associates, Inc. · Colorado · Professional & Technical Services

$11M in assets, 137 participants

Yeh and Associates, Inc.'s Yeh and Associates, Inc. 401(k) Plan reported $11M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,259 in Professional & Technical Services (21,562 peers)

Coverage in Colorado

Yeh and Associates, Inc. 401(k) Plan covers 137 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $11M.

#14,259
in Professional & Technical Services (21,562 peers)
-17.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yeh and Associates, Inc. 401(k) Plan's outsized position by total assets

Yeh and Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$11,109,221 Top 33% higher than 67% 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

Yeh and Associates, Inc. 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. Yeh and Associates, Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

Form 5500 schedule snapshot

Filing strip 841498347 · Yeh and Associates, Inc. PY 2022 · 401(k)

Yeh and Associates, Inc. 401(k) Plan · $11M · 137 · 67th

  • EBSA $11M
  • EBSA 137
  • EBSA 67th
  • EBSA 401(k)
  • EBSA near Kittlesave Salary Reduction Plan and Trust
  • EBSA ind #14259

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 Colorado →

Yeh and Associates, Inc. 401(k) Plan in the asset neighbourhood

Yeh and Associates, Inc. 401(k) PlanYeh and Associates, Inc. 401…$11MKittlesave Salary Reduction Plan and TrustKittlesave Salary Reduction …$11MIntegrated Global Services, Inc. 401(k) PlanIntegrated Global Services, …$11MAlkon and Levine, P.C. 401(k) Profit Sharing PlanAlkon and Levine, P.C. 401(k…$11MBay View Industries, Inc. 401(k) Profit Sharing PlanBay View Industries, Inc. 40…$11M
End-of-year total assets ($M) among Yeh and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN841498347
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yeh and Associates, Inc.)

Sponsor-wide plan assets over time

All Yeh and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.42723787743533% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13.4M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 137 $11M
2023 1 136 $13M
2024 1 158 $13M

Nearby 401(k) Plans in Colorado

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

Yeh and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Yeh and Associates, Inc. 401(k) Plan, Total assets ($B): 0.011109221 · Participants: 137Yeh and Associates, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Yeh and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Yeh and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Kittlesave Salary Reduction Plan and Trust in IN ($11M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Yeh and Associates, Inc. 401(k) Plan assets move in 2022?
Yeh and Associates, Inc. 401(k) Plan declined sharply - down 17.5% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Yeh and Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Yeh and Associates, Inc.'s sponsor-wide assets grew 20.4%, from $11M to $13M.
Which 401(k) plans are similar in size to Yeh and Associates, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kittlesave Salary Reduction Plan and Trust in IN ($11M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Yeh and Associates, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M in assets).