401(k) · DOL Form 5500 · 2023

Van Pelt, Yi & James, LLP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
29
Participants Small participant base
71st
Percentile by assets National rank
$624,852
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan · Sponsored by Van Pelt, Yi & James, LLP · California · Professional & Technical Services

$18M in assets, 29 participants

Van Pelt, Yi & James, LLP's Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan reported $18M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,293 in Professional & Technical Services (20,321 peers)

Van Pelt, Yi & James, LLP multi-year trail

Van Pelt, Yi & James, LLP's plans moved +50.2% in assets from 2022 to 2024; this filing shows Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan at $18M / 29 participants.

#14,293
in Professional & Technical Services (20,321 peers)
+26.7%
assets growth YoY

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,120,721 Top 29% higher than 71% 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

Van Pelt, Yi & James, LLC 401(k) Profit Sharing 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. Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770493353 · Van Pelt, Yi & James, LLP PY 2023 · 401(k)

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan · $18M · 29 · 71st

  • 5500 $18M
  • ASSETS 29
  • PCT 71st
  • EIN 401(k)
  • RANK near Stonebridge Hospitality Associates, LLC 401(k) Plan
  • PHOTO ind #14293

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 →

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Van Pelt, Yi & James, LLC 401(k) Profit Sharing PlanVan Pelt, Yi & James, LLC 40…$18MStonebridge Hospitality Associates, LLC 401(k) PlanStonebridge Hospitality Asso…$18MFirst Community Bank Profit Sharing PlanFirst Community Bank Profit …$18MPhase2 Technology LLC 401(k) Profit Sharing Plan and TrustPhase2 Technology LLC 401(k)…$18MPercheron, LLC 401(k) Profit Sharing PlanPercheron, LLC 401(k) Profit…$18M
End-of-year total assets ($M) among Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Van Pelt, Yi & James, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Van Pelt, Yi & James, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 50.17692366593975% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.3M $21.5M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 29 $14M
2023 1 29 $18M
2024 1 28 $21M

Van Pelt, Yi & James, LLP filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN770493353
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.018120721 · Participants: 29Van Pelt, Yi & James, LLC 401(k) Profit Sharing 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
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stonebridge Hospitality Associates, LLC 401(k) Plan in CO ($18M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

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 Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan grew sharply - up 26.7% during 2023, from $14M to $18M. Reported net income was $4M.
How have Van Pelt, Yi & James, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Pelt, Yi & James, LLP's sponsor-wide assets grew 50.2%, from $14M to $21M.
Which 401(k) plans are similar in size to Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stonebridge Hospitality Associates, LLC 401(k) Plan in CO ($18M, 1,659 participants).
Which 401(k) plans cover a similar participant headcount to Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 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 770493353.

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.