401(k) · DOL Form 5500 · 2022

Van Pelt, Yi & James, LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
29
Participants Small participant base
72nd
Percentile by assets National rank
$493,112
Avg per participant High balance/head
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Official DOL plan name: Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan · Sponsored by Van Pelt, Yi & James, LLP · California · Professional & Technical Services

$14M in assets, 29 participants

Van Pelt, Yi & James, LLP's Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan reported $14M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,357 in Professional & Technical Services (21,562 peers)

Van Pelt, Yi & James, LLP multi-year trail

Van Pelt, Yi & James, LLP's plans moved +50.2% in assets from 2022 to 2024; this filing shows Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan at $14M / 29 participants.

#15,357
in Professional & Technical Services (21,562 peers)
-14.5%
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.

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,300,235 Top 28% higher than 72% 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

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 770493353 · Van Pelt, Yi & James, LLP PY 2022 · 401(k)

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan · $14M · 29 · 72nd

  • ASSETS $14M
  • PCT 29
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Agc Electronics America 401(k) Plan
  • IND ind #15357

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 →

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Van Pelt, Yi & James, LLC 401(k) Profit Sharing PlanVan Pelt, Yi & James, LLC 40…$14MAgc Electronics America 401(k) PlanAgc Electronics America 401(…$14MFirst National Bank North 401(k) Profit Sharing Plan and TrustFirst National Bank North 40…$14MFoster & Foster Consulting Actuaries, Inc. 401(k) PlanFoster & Foster Consulting A…$14MNtt Cloud Communications U.S. Inc. 401(k) PlanNtt Cloud Communications U.S…$14M
End-of-year total assets ($M) among Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Van Pelt, Yi & James, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Van Pelt, Yi & James, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 50.17692366593975% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.3M $21.5M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 29 $14M
2023 1 29 $18M
2024 1 28 $21M

Van Pelt, Yi & James, LLP filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN770493353
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Van Pelt, Yi & James, LLC 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 ($B) Participants Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014300235 · Participants: 29Van Pelt, Yi & James, LLC 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
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Van Pelt, Yi & James, LLC 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 Agc Electronics America 401(k) Plan in OR ($14M); by covered participants it is R. H. Bluestein & Company Employees Retirement Savings Plan in MI (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.5% during 2022, from $17M to $14M. Reported net income was -$2M.
How have Van Pelt, Yi & James, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Pelt, Yi & James, LLP's sponsor-wide assets grew 50.2%, from $14M to $21M.
Which 401(k) plans are similar in size to Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agc Electronics America 401(k) Plan in OR ($14M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. H. Bluestein & Company Employees Retirement Savings Plan in MI (29 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 770493353.

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.