401(k) · DOL Form 5500 · 2023

Walzer, Melcher & Yoda, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
39th
Percentile by assets National rank
$381,640
Avg per participant High balance/head
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Official DOL plan name: Walzer, Melcher & Yoda, LLP 401(k) Psp · Sponsored by Walzer, Melcher & Yoda, LLP · California · Professional & Technical Services

$4M in assets, 10 participants

Walzer, Melcher & Yoda, LLP's Walzer, Melcher & Yoda, LLP 401(k) Psp reported $4M in total assets and 10 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.

  • #7,464 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Walzer, Melcher & Yoda, LLP 401(k) Psp holds $4M for 10 participants - about $381,640 per participant, in the lower half of filed plans by assets.

#7,464
in Professional & Technical Services (20,321 peers)
+6.8%
assets growth YoY

Walzer, Melcher & Yoda, LLP 401(k) Psp's mid-pack asset rank among Professional & Technical Services and all filers

Walzer, Melcher & Yoda, LLP 401(k) Psp vs every filed plan by assets

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

$3,816,397 39th percentile higher than 39% 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

Walzer, Melcher & Yoda, LLP 401(k) Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walzer, Melcher & Yoda, LLP 401(k) Psp is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walzer, Melcher & Yoda, LLP 401(k) Psp reported net income rose from -$419K in the plan year 2022 filing to $243K in the plan year 2023 filing.
  • Walzer, Melcher & Yoda, LLP 401(k) Psp end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202736577 · Walzer, Melcher & Yoda, LLP PY 2023 · 401(k)

Walzer, Melcher & Yoda, LLP 401(k) Psp · $4M · 10 · 39th

  • EBSA $4M
  • PART 10
  • TYPE 39th
  • NET 401(k)
  • BOOK near Noram Drilling Company 401(k) Plan
  • VS-ST ind #7464

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 →

Walzer, Melcher & Yoda, LLP 401(k) Psp in the asset neighbourhood

Walzer, Melcher & Yoda, LLP 401(k) PspWalzer, Melcher & Yoda, LLP …$4MNoram Drilling Company 401(k) PlanNoram Drilling Company 401(k…$4MDebourgh Mfg. Co. 401(k) Retirement PlanDebourgh Mfg. Co. 401(k) Ret…$4MNorthwest Georgia Medical Clinic, P.C. 401(k) Profit Sharing PlanNorthwest Georgia Medical Cl…$4MMincey Marble Manufacturing, Inc. 401(k) PlanMincey Marble Manufacturing,…$4M
End-of-year total assets ($M) among Walzer, Melcher & Yoda, LLP 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$243K
Employer EIN202736577
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walzer, Melcher & Yoda, LLP)

Sponsor-wide plan assets over time

All Walzer, Melcher & Yoda, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.719146120921986% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.57M $3.92M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 10 $4M
2024 1 11 $4M

Nearby 401(k) Plans in California

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

Walzer, Melcher & Yoda, LLP 401(k) Psp vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Walzer, Melcher & Yoda, LLP 401(k) Psp, Total assets ($B): 0.003816397 · Participants: 10Walzer, Melcher & Yoda, LLP 401(k) PspWells 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
Walzer, Melcher & Yoda, LLP 401(k) Psp vs. nearby 401(k) plans in California, assets vs. participants
Compare Walzer, Melcher & Yoda, LLP 401(k) Psp side-by-side with 3 peers →

Walzer, Melcher & Yoda, LLP 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Noram Drilling Company 401(k) Plan in TX ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Walzer, Melcher & Yoda, LLP 401(k) Psp assets move in 2023? ▼
Walzer, Melcher & Yoda, LLP 401(k) Psp grew at a solid clip - up 6.8% during 2023, from $4M to $4M. Reported net income was $243K.
How have Walzer, Melcher & Yoda, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walzer, Melcher & Yoda, LLP's sponsor-wide assets grew 9.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Walzer, Melcher & Yoda, LLP 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Noram Drilling Company 401(k) Plan in TX ($4M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Walzer, Melcher & Yoda, LLP 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 202736577.

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.