401(k) · DOL Form 5500 · 2023

Macdonald Rudy O'neill & Yamauchi, Lllp 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
11
Participants Small participant base
59th
Percentile by assets National rank
$944,410
Avg per participant High balance/head
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Official DOL plan name: Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan · Sponsored by Macdonald Rudy O'neill & Yamauchi, Lllp · Hawaii · Professional & Technical Services

$10M in assets, 11 participants

Macdonald Rudy O'neill & Yamauchi, Lllp's Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan reported $10M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,822 in Professional & Technical Services (20,321 peers)

Macdonald Rudy O'neill & Yamauchi, Lllp multi-year trail

Macdonald Rudy O'neill & Yamauchi, Lllp's plans moved +24.8% in assets from 2022 to 2024; this filing shows Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan at $10M / 11 participants.

#11,822
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY

Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,388,505 Top 41% higher than 59% 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

Macdonald Rudy O'neill & Yamauchi 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. Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan reported net income rose from $88K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990333877 · Macdonald Rudy O'neill & Yamauchi, Lllp PY 2023 · 401(k)

Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan · $10M · 11 · 59th

  • EOY $10M
  • EOY 11
  • EOY 59th
  • EOY 401(k)
  • EOY near Riezman Berger, P.C. 401(k) Retirement Plan and Trust
  • EOY ind #11822

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 Hawaii →

Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan in the asset neighbourhood

Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing PlanMacdonald Rudy O'neill & Yam…$10MRiezman Berger, P.C. 401(k) Retirement Plan and TrustRiezman Berger, P.C. 401(k) …$10MAwg-Nebraska Collective Bargaining Unit 401(k) PlanAwg-Nebraska Collective Barg…$10MThe Arcticom Group, LLC 401(k) PlanThe Arcticom Group, LLC 401(…$10MMcgill, Power, Bell & Associates, LLP 401(k) and Profit Sharing PlanMcgill, Power, Bell & Associ…$10M
End-of-year total assets ($M) among Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Macdonald Rudy O'neill & Yamauchi, Lllp multi-year asset trail

Sponsor-wide plan assets over time

All Macdonald Rudy O'neill & Yamauchi, Lllp plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.836025395044288% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.82M $11M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 11 $9M
2023 1 11 $10M
2024 1 12 $11M

Macdonald Rudy O'neill & Yamauchi, Lllp filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN990333877
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan, Total assets ($B): 0.010388505 · Participants: 11Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan side-by-side with 3 peers →

Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Riezman Berger, P.C. 401(k) Retirement Plan and Trust in MO ($10M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan assets move in 2023? ▼
Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan grew sharply - up 17.8% during 2023, from $9M to $10M. Reported net income was $2M.
How have Macdonald Rudy O'neill & Yamauchi, Lllp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macdonald Rudy O'neill & Yamauchi, Lllp's sponsor-wide assets grew 24.8%, from $9M to $11M.
Which 401(k) plans are similar in size to Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riezman Berger, P.C. 401(k) Retirement Plan and Trust in MO ($10M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Macdonald Rudy O'neill & Yamauchi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 990333877.

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.