401(k) · DOL Form 5500 · 2023

James C Yee Md Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
46th
Percentile by assets National rank
$607,486
Avg per participant High balance/head
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Official DOL plan name: James C Yee Md Inc 401(k) Profit Sharing Plan · Sponsored by James C Yee Md Inc · California · Healthcare & Social Assistance

$5M in assets, 9 participants

James C Yee Md Inc's James C Yee Md Inc 401(k) Profit Sharing Plan reported $5M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,918 in Healthcare & Social Assistance (17,684 peers)

James C Yee Md Inc multi-year trail

James C Yee Md Inc's plans moved +117.3% in assets from 2022 to 2024; this filing shows James C Yee Md Inc 401(k) Profit Sharing Plan at $5M / 9 participants.

#8,918
in Healthcare & Social Assistance (17,684 peers)
+73.6%
assets growth YoY

James C Yee Md Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

James C Yee Md Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,467,372 46th percentile higher than 46% 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

James C Yee Md Inc 401(k) Profit Sharing 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. James C Yee Md Inc 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James C Yee Md Inc 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • James C Yee Md Inc 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300139302 · James C Yee Md Inc PY 2023 · 401(k)

James C Yee Md Inc 401(k) Profit Sharing Plan · $5M · 9 · 46th

  • TYPE $5M
  • TYPE 9
  • TYPE 46th
  • TYPE 401(k)
  • TYPE near Kendrick Paint & Body Shop, Inc. 401(k) Plan
  • TYPE ind #8918

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 →

James C Yee Md Inc 401(k) Profit Sharing Plan in the asset neighbourhood

James C Yee Md Inc 401(k) Profit Sharing PlanJames C Yee Md Inc 401(k) Pr…$5MKendrick Paint & Body Shop, Inc. 401(k) PlanKendrick Paint & Body Shop, …$5MImtas 401(k) Plan$5MKinetic Advantage 401(k) Plan$5MKriss Law LLC 401(k) Profit Sharing PlanKriss Law LLC 401(k) Profit …$5M
End-of-year total assets ($M) among James C Yee Md Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James C Yee Md Inc multi-year asset trail

Sponsor-wide plan assets over time

All James C Yee Md Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 117.25858306568074% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.15M $6.84M ▲ +117.1%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $5M
2024 1 7 $7M

James C Yee Md Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN300139302
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

James C Yee Md Inc 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 ($B) Participants James C Yee Md Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.005467372 · Participants: 9James C Yee Md Inc 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
James C Yee Md Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James C Yee Md Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

James C Yee Md Inc 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 Kendrick Paint & Body Shop, Inc. 401(k) Plan in GA ($5M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 James C Yee Md Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
James C Yee Md Inc 401(k) Profit Sharing Plan surged - up 73.6% during 2023, from $3M to $5M. Reported net income was $2M.
How have James C Yee Md Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James C Yee Md Inc's sponsor-wide assets grew 117.3%, from $3M to $7M.
Which 401(k) plans are similar in size to James C Yee Md Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kendrick Paint & Body Shop, Inc. 401(k) Plan in GA ($5M, 171 participants).
Which 401(k) plans cover a similar participant headcount to James C Yee Md Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 300139302.

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.