401(k) · DOL Form 5500 · 2023

Iaffaldano, Shaw & Young LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 11
Participants Small participant base: 39th
Percentile by assets National rank: $343,091
Avg per participant High balance/head

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Official DOL plan name: Iaffaldano, Shaw & Young LLP 401(k) Plan · Sponsored by Iaffaldano, Shaw & Young LLP · California · Professional & Technical Services

$4M in assets, 11 participants

Iaffaldano, Shaw & Young LLP's Iaffaldano, Shaw & Young LLP 401(k) Plan reported $4M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#7,420 in Professional & Technical Services (20,321 peers)

Iaffaldano, Shaw & Young LLP multi-year trail

Iaffaldano, Shaw & Young LLP's plans moved +22.8% in assets from 2023 to 2024; this filing shows Iaffaldano, Shaw & Young LLP 401(k) Plan at $4M / 11 participants.

#7,420
in Professional & Technical Services (20,321 peers): +23.5%
assets growth YoY

Iaffaldano, Shaw & Young LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Iaffaldano, Shaw & Young LLP 401(k) Plan vs every filed plan by assets

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

$3,774,001 39th percentile higher than 39% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Iaffaldano, Shaw & Young LLP 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. Iaffaldano, Shaw & Young LLP 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 262819747 · Iaffaldano, Shaw & Young LLP PY 2023 · 401(k)

Iaffaldano, Shaw & Young LLP 401(k) Plan · $4M · 11 · 39th

PART $4M
TYPE 11
NET 39th
BOOK 401(k)
VS-ST near Collis Group, Inc. Retirement Plan
BOY ind #7420

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 →

End-of-year total assets ($M) among Iaffaldano, Shaw & Young LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iaffaldano, Shaw & Young LLP multi-year asset trail

Latest sponsor-wide plan assets: $5M 22.79760922161918% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	11	$4M
2024	1	10	$5M

Iaffaldano, Shaw & Young LLP filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$719K
Employer EIN	262819747
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Iaffaldano, Shaw & Young LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Iaffaldano, Shaw & Young LLP 401(k) Plan side-by-side with 3 peers →

Iaffaldano, Shaw & Young LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Collis Group, Inc. Retirement Plan in RI ($4M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Collis Group, Inc. Retirement Plan (RI) $4M · 9
Q-Matic Corporation 401(k) Profit Sharing Plan (GA) $4M · 49
Shorepoint, Inc. 401(k) Plan (VA) $4M · 90
Tend Dental, Inc. 401(k) Plan (TN) $4M · 224

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
44 Fitness, Inc. 401(k) Profit Sharing Plan (VA) 11 · 0 off
Miller Works Company Retirement Plan (NJ) 11 · 0 off

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 Iaffaldano, Shaw & Young LLP 401(k) Plan assets move in 2023? ▼

Iaffaldano, Shaw & Young LLP 401(k) Plan grew sharply - up 23.5% during 2023, from $3M to $4M. Reported net income was $719K.

How have Iaffaldano, Shaw & Young LLP plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Iaffaldano, Shaw & Young LLP's sponsor-wide assets grew 22.8%, from $4M to $5M.

Which 401(k) plans are similar in size to Iaffaldano, Shaw & Young LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Collis Group, Inc. Retirement Plan in RI ($4M, 9 participants).

Which 401(k) plans cover a similar participant headcount to Iaffaldano, Shaw & Young LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M 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 262819747.