401(k) · DOL Form 5500 · 2023

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
14
Participants Small participant base
66th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Campbell, Yost, Clare & Norell, P.C. 401(k) Plan · Sponsored by Campbell, Yost, Clare & Norell, P.C. · Arizona · Professional & Technical Services

$14M in assets, 14 participants

Campbell, Yost, Clare & Norell, P.C.'s Campbell, Yost, Clare & Norell, P.C. 401(k) Plan reported $14M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,238 in Professional & Technical Services (20,321 peers)

2023 asset change

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan declined sharply 22.9% in 2023 ($18M → $14M) for 14 participants.

#13,238
in Professional & Technical Services (20,321 peers)
-22.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan vs every filed plan by assets

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

$14,030,455 Top 34% higher than 66% 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

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Campbell, Yost, Clare & Norell, P.C. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Campbell, Yost, Clare & Norell, P.C. 401(k) Plan reported participants fell from 27 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Campbell, Yost, Clare & Norell, P.C. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Campbell, Yost, Clare & Norell, P.C. 401(k) Plan end-of-year assets fell from $18M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860984349 · Campbell, Yost, Clare & Norell, P.C. PY 2023 · 401(k)

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan · $14M · 14 · 66th

  • TYPE $14M
  • NET 14
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near Golda Och Academy 401(k) Plan
  • SCH ind #13238

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 Arizona →

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan in the asset neighbourhood

Campbell, Yost, Clare & Norell, P.C. 401(k) PlanCampbell, Yost, Clare & Nore…$14MGolda Och Academy 401(k) Plan$14MListerhill Credit Union 401(k) PlanListerhill Credit Union 401(…$14MO'neill Wetsuits, LLC 401(k) PlanO'neill Wetsuits, LLC 401(k)…$14MRhi Services Co. , Inc. 401(k) PlanRhi Services Co. , Inc. 401(…$14M
End-of-year total assets ($M) among Campbell, Yost, Clare & Norell, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Campbell, Yost, Clare & Norell, P.C. years around the 2023 move

Sponsor-wide plan assets over time

All Campbell, Yost, Clare & Norell, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 7.474266059034286% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $18.2M $16.9M ▼ -7.5%
Year Plans Participants Total Assets
2022 1 27 $18M
2023 1 14 $14M
2024 1 18 $17M

2023 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN860984349
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Campbell, Yost, Clare & Norell, P.C. 401(k) Plan, Total assets ($B): 0.014030455 · Participants: 14Campbell, Yost, Clare & Norell, P.C. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Campbell, Yost, Clare & Norell, P.C. 401(k) Plan side-by-side with 3 peers →

Campbell, Yost, Clare & Norell, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Golda Och Academy 401(k) Plan in NJ ($14M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 (14 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 Campbell, Yost, Clare & Norell, P.C. 401(k) Plan assets move in 2023? ▼
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan declined sharply - down 22.9% during 2023, from $18M to $14M. Reported net income was -$4M.
How have Campbell, Yost, Clare & Norell, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Campbell, Yost, Clare & Norell, P.C.'s sponsor-wide assets declined 7.5%, from $18M to $17M.
Which 401(k) plans are similar in size to Campbell, Yost, Clare & Norell, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golda Och Academy 401(k) Plan in NJ ($14M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Campbell, Yost, Clare & Norell, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 860984349.

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.