401(k) · DOL Form 5500 · 2023

Yusen Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
141
Participants Small participant base
65th
Percentile by assets National rank
$96,051
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yusen Associates, Inc. Profit Sharing Plan · Sponsored by Yusen Associates, Inc. · Massachusetts · Wholesale Trade

$14M in assets, 141 participants

Yusen Associates, Inc.'s Yusen Associates, Inc. Profit Sharing Plan reported $14M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,697 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Yusen Associates, Inc. Profit Sharing Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#3,697
in Wholesale Trade (6,309 peers)
+21.8%
assets growth YoY

Yusen Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Yusen Associates, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,543,173 Top 35% higher than 65% of 127,068 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 2023

Yusen Associates, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yusen Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yusen Associates, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Yusen Associates, Inc. Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Yusen Associates, Inc. Profit Sharing Plan reported participants rose from 136 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043459585 · Yusen Associates, Inc. PY 2023 · 401(k)

Yusen Associates, Inc. Profit Sharing Plan · $14M · 141 · 65th

  • BOY $14M
  • SCH 141
  • EBSA 65th
  • PART 401(k)
  • TYPE near Hf&h Consultants, LLC 401(k) Profit Sharing Plan
  • NET ind #3697

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Yusen Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Yusen Associates, Inc. Profit Sharing PlanYusen Associates, Inc. Profi…$14MHf&h Consultants, LLC 401(k) Profit Sharing PlanHf&h Consultants, LLC 401(k)…$14MAvionte, LLC 401(k) Plan$14MAll Web Leads 401(k) Plan$14MMetrica, Inc. 401(k) Retirement PlanMetrica, Inc. 401(k) Retirem…$14M
End-of-year total assets ($M) among Yusen Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN043459585
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yusen Associates, Inc.)

Sponsor-wide plan assets over time

All Yusen Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 50.921459288279415% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $16.8M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 136 $11M
2023 1 141 $14M
2024 1 148 $17M

Nearby 401(k) Plans in Massachusetts

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

Yusen Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Yusen Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.013543173 · Participants: 141Yusen Associates, Inc. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Yusen Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yusen Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hf&h Consultants, LLC 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yusen Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Yusen Associates, Inc. Profit Sharing Plan grew sharply - up 21.8% during 2023, from $11M to $14M. Reported net income was $2M.
How have Yusen Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yusen Associates, Inc.'s sponsor-wide assets grew 50.9%, from $11M to $17M.
Which 401(k) plans are similar in size to Yusen Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hf&h Consultants, LLC 401(k) Profit Sharing Plan in CA ($14M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Yusen Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043459585.

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.