401(k) · DOL Form 5500 · 2022

Yellowbrick Data, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
117
Participants Small participant base
58th
Percentile by assets National rank
$62,684
Avg per participant Low balance/head
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Official DOL plan name: Yellowbrick Data 401(k) Plan · Sponsored by Yellowbrick Data, Inc. · California · Information & Media

$7M in assets, 117 participants

Yellowbrick Data, Inc.'s Yellowbrick Data 401(k) Plan reported $7M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,313 in Information & Media (2,911 peers)

Coverage in California

Yellowbrick Data 401(k) Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $7M.

#1,313
in Information & Media (2,911 peers)
-5.0%
assets change YoY

The plan reported a net loss of $384K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yellowbrick Data 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Yellowbrick Data 401(k) Plan vs every filed plan by assets

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

$7,334,062 Top 42% higher than 58% 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

Yellowbrick Data 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. Yellowbrick Data 401(k) Plan sits mid-pack in the medium band (117 participants).

Published 5500 schedule card

Filing strip 473605506 · Yellowbrick Data, Inc. PY 2022 · 401(k)

Yellowbrick Data 401(k) Plan · $7M · 117 · 58th

  • ASSETS $7M
  • ASSETS 117
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Mull Group Profit Sharing 401(k) Plan
  • ASSETS ind #1313

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 Information & Media retirement plans → · Plans in California →

Yellowbrick Data 401(k) Plan in the asset neighbourhood

Yellowbrick Data 401(k) Plan$7MMull Group Profit Sharing 401(k) PlanMull Group Profit Sharing 40…$7MRiverside Plmbg, Htng. & Colng.Inc.Pr Shg Pl & TruRiverside Plmbg, Htng. & Col…$7MPhoton Gear Inc. 401(k) Profit Sharing PlanPhoton Gear Inc. 401(k) Prof…$7MSoutheast Lung and Critical Care Specialists, P.C. 401(k) PlanSoutheast Lung and Critical …$7M
End-of-year total assets ($M) among Yellowbrick Data 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$384K
Employer EIN473605506
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yellowbrick Data, Inc.)

Sponsor-wide plan assets over time

All Yellowbrick Data, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 28.955181998734126% vs 2022
2023 filing year
$7M$8M$9M$10M 20222023 $7.33M $9.46M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 117 $7M
2023 1 105 $9M

Nearby 401(k) Plans in California

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

Yellowbrick Data 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Yellowbrick Data 401(k) Plan, Total assets ($B): 0.007334062 · Participants: 117Yellowbrick Data 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
Yellowbrick Data 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Yellowbrick Data 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mull Group Profit Sharing 401(k) Plan in WV ($7M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

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 Yellowbrick Data 401(k) Plan assets move in 2022?
Yellowbrick Data 401(k) Plan edged down modestly - down 5.0% during 2022, from $8M to $7M. Reported net income was -$384K.
How have Yellowbrick Data, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Yellowbrick Data, Inc.'s sponsor-wide assets grew 29.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Yellowbrick Data 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mull Group Profit Sharing 401(k) Plan in WV ($7M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Yellowbrick Data 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants, N/A in assets).