401(k) · DOL Form 5500 · 2023

Yu Yao, M.D., a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
44th
Percentile by assets National rank
$612,111
Avg per participant High balance/head
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Official DOL plan name: Yu Yao, M.D., a Professional Corporation 401(k) Plan · Sponsored by Yu Yao, M.D., a Professional Corporation · California · Healthcare & Social Assistance

$5M in assets, 8 participants

Yu Yao, M.D., a Professional Corporation's Yu Yao, M.D., a Professional Corporation 401(k) Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,450 in Healthcare & Social Assistance (17,684 peers)

Yu Yao, M.D., a Professional Corporation multi-year trail

Yu Yao, M.D., a Professional Corporation's plans moved +35.4% in assets from 2022 to 2024; this filing shows Yu Yao, M.D., a Professional Corporation 401(k) Plan at $5M / 8 participants.

#8,450
in Healthcare & Social Assistance (17,684 peers)
+11.6%
assets growth YoY

Yu Yao, M.D., a Professional Corporation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Yu Yao, M.D., a Professional Corporation 401(k) Plan vs every filed plan by assets

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

$4,896,888 44th percentile higher than 44% 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

Yu Yao, M.D., a Professional Corporation 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yu Yao, M.D., a Professional Corporation 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yu Yao, M.D., a Professional Corporation 401(k) Plan reported net income rose from -$233K in the plan year 2022 filing to $510K in the plan year 2023 filing.
  • Yu Yao, M.D., a Professional Corporation 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Yu Yao, M.D., a Professional Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954718244 · Yu Yao, M.D., a Professional Corporation PY 2023 · 401(k)

Yu Yao, M.D., a Professional Corporation 401(k) Plan · $5M · 8 · 44th

  • EBSA $5M
  • PART 8
  • TYPE 44th
  • NET 401(k)
  • BOOK near Stewart Martin Dudley & Webb P 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #8450

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Yu Yao, M.D., a Professional Corporation 401(k) Plan in the asset neighbourhood

Yu Yao, M.D., a Professional Corporation 401(k) PlanYu Yao, M.D., a Professional…$5MStewart Martin Dudley & Webb P 401(k) Profit Sharing Plan & TrustStewart Martin Dudley & Webb…$5M403(b) Thrift Plan for Employees of Quad Area Community Action Agency, Inc.403(b) Thrift Plan for Emplo…$5MFlagzone, LLC 401(k) Retirement PlanFlagzone, LLC 401(k) Retirem…$5MAbha Architects Inc 401(k) Profit Sharing Plan & TrustAbha Architects Inc 401(k) P…$5M
End-of-year total assets ($M) among Yu Yao, M.D., a Professional Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Yu Yao, M.D., a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Yu Yao, M.D., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.391904719026925% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.4M $8.66M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 20 $6M
2023 2 17 $7M
2024 2 19 $9M

Yu Yao, M.D., a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$510K
Employer EIN954718244
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Yu Yao, M.D., a Professional Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Yu Yao, M.D., a Professional Corporation 401(k) Plan, Total assets ($B): 0.004896888 · Participants: 8Yu Yao, M.D., a Professional Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Yu Yao, M.D., a Professional Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Yu Yao, M.D., a Professional Corporation 401(k) Plan side-by-side with 3 peers →

Yu Yao, M.D., a Professional Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stewart Martin Dudley & Webb P 401(k) Profit Sharing Plan & Trust in TX ($5M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Yu Yao, M.D., a Professional Corporation 401(k) Plan assets move in 2023? ▼
Yu Yao, M.D., a Professional Corporation 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $4M to $5M. Reported net income was $510K.
How have Yu Yao, M.D., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yu Yao, M.D., a Professional Corporation's sponsor-wide assets grew 35.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Yu Yao, M.D., a Professional Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stewart Martin Dudley & Webb P 401(k) Profit Sharing Plan & Trust in TX ($5M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Yu Yao, M.D., a Professional Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 954718244.

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.