401(k) · DOL Form 5500 · 2023

Yellow Wood Recovery Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
49th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yellow Wood Ri 401(k) · Sponsored by Yellow Wood Recovery Inc. · California · Healthcare & Social Assistance

$6M in assets, 4 participants

Yellow Wood Recovery Inc.'s Yellow Wood Ri 401(k) reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,545 in Healthcare & Social Assistance (17,684 peers)

Yellow Wood Recovery Inc. multi-year trail

Yellow Wood Recovery Inc.'s plans moved +754.9% in assets from 2022 to 2024; this filing shows Yellow Wood Ri 401(k) at $6M / 4 participants.

#9,545
in Healthcare & Social Assistance (17,684 peers)
+563.4%
assets growth YoY

Yellow Wood Ri 401(k)'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Yellow Wood Ri 401(k) vs every filed plan by assets

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

$6,333,117 49th percentile higher than 49% 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

Yellow Wood Ri 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yellow Wood Ri 401(k) is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yellow Wood Ri 401(k) reported net income rose from -$2K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Yellow Wood Ri 401(k) end-of-year assets rose from $955K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Yellow Wood Ri 401(k) reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841760118 · Yellow Wood Recovery Inc. PY 2023 · 401(k)

Yellow Wood Ri 401(k) · $6M · 4 · 49th

  • RANK $6M
  • RANK 4
  • RANK 49th
  • RANK 401(k)
  • RANK near Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust
  • RANK ind #9545

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 →

Yellow Wood Ri 401(k) in the asset neighbourhood

Yellow Wood Ri 401(k)$6MSouthern Insurance Underwriters, Inc. 401 (K) Plan & TrustSouthern Insurance Underwrit…$6MVernet US Corporation 401(k) Retirement Savings PlanVernet US Corporation 401(k)…$6MCenter Fresh Egg Farm Mep 401(k) PlanCenter Fresh Egg Farm Mep 40…$6MRdi Marketing Services, Inc. Profit Sharing 401(k) PlanRdi Marketing Services, Inc.…$6M
End-of-year total assets ($M) among Yellow Wood Ri 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Yellow Wood Recovery Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Yellow Wood Recovery Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 754.8841024051015% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $0.95M $8.16M ▲ +758.9%
Year Plans Participants Total Assets
2022 1 3 $955K
2023 1 4 $6M
2024 1 10 $8M

Yellow Wood Recovery Inc. filing trail (2023)

Total Assets (Beginning of Year)$955K
Net Assets (End of Year)$6M
Net Income$5M
Employer EIN841760118
Plan Effective Date2019-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Yellow Wood Ri 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Yellow Wood Ri 401(k), Total assets ($B): 0.006333117 · Participants: 4Yellow Wood Ri 401(k)Wells 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
Yellow Wood Ri 401(k) vs. nearby 401(k) plans in California, assets vs. participants

Yellow Wood Ri 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust in GA ($6M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Yellow Wood Ri 401(k) assets move in 2023?
Yellow Wood Ri 401(k) surged - up 563.4% during 2023, from $955K to $6M. Reported net income was $5M.
How have Yellow Wood Recovery Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Yellow Wood Recovery Inc.'s sponsor-wide assets grew 754.9%, from $955K to $8M.
Which 401(k) plans are similar in size to Yellow Wood Ri 401(k)?
Among 401(k) plans in other states, the closest by assets is Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust in GA ($6M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Yellow Wood Ri 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).