401(k) · DOL Form 5500 · 2023

Yugo USA LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 328
Participants Below avg headcount: 38th
Percentile by assets National rank: $10,516
Avg per participant Low balance/head

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Official DOL plan name: Yugo USA LLC 401(k) Plan · Sponsored by Yugo USA LLC · Colorado · Real Estate

$3M in assets, 328 participants

Yugo USA LLC's Yugo USA LLC 401(k) Plan reported $3M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#2,725 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Yugo USA LLC 401(k) Plan ranks #2,725 of 4,727 2023 filers by assets (753% of the sector average)-$3M for 328 participants.

#2,725
in Real Estate (4,727 peers): +64.0%
assets growth YoY

Yugo USA LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Yugo USA LLC 401(k) Plan vs every filed plan by assets

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

$3,449,228 38th percentile higher than 38% 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

Yugo USA LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yugo USA LLC 401(k) Plan sits mid-pack in the medium band (328 participants).

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%)

Yugo USA LLC 401(k) Plan reported net income rose from $265K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Yugo USA LLC 401(k) Plan reported participants rose from 124 in the plan year 2022 filing to 328 in the plan year 2023 filing.
Yugo USA LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364744507 · Yugo USA LLC PY 2023 · 401(k)

Yugo USA LLC 401(k) Plan · $3M · 328 · 38th

TYPE $3M
NET 328
BOOK 38th
VS-ST 401(k)
BOY near Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan
SCH ind #2725

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Yugo USA LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$1M
Employer EIN	364744507
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Yugo USA LLC)

Latest sponsor-wide plan assets: $4M 110.59675732217573% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	124	$2M
2023	1	328	$3M
2024	1	353	$4M

Nearby 401(k) Plans in Colorado

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

Yugo USA LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Yugo USA LLC 401(k) Plan side-by-side with 3 peers →

Yugo USA LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan (CA) $3M · 20
Ikon Art Corporation 401(k) Profit Sharing Plan (CA) $3M · 2
French Paper LLC Non-Union 401(k) Plan (MI) $3M · 34
General Revenue Corporation 401(k) Plan (OH) $3M · 69

Similar participant headcount

Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.

Bobcat North America, LLC (FL) 328 · 0 off
Gibson Sales, LP Profit Sharing/401(k) Plan (TX) 328 · 0 off
Relay Therapeutics 401(k) Plan (MA) 328 · 0 off
Southern Oregon Goodwill, Inc. 403(b) Plan (OR) 328 · 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 Yugo USA LLC 401(k) Plan assets move in 2023? ▼

Yugo USA LLC 401(k) Plan surged - up 64.0% during 2023, from $2M to $3M. Reported net income was $1M.

How have Yugo USA LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Yugo USA LLC's sponsor-wide assets grew 110.6%, from $2M to $4M.

Which 401(k) plans are similar in size to Yugo USA LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan in CA ($3M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Yugo USA LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K 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 364744507.