401(k) · DOL Form 5500 · 2024
The Yuba Group LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $709,588
- Avg per participant High balance/head
Official DOL plan name: Yuba Group 401(k) Plan · Sponsored by The Yuba Group LLC · Massachusetts · Professional & Technical Services
$6M in assets, 8 participants
The Yuba Group LLC's Yuba Group 401(k) Plan reported $6M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,491 in Professional & Technical Services (20,173 peers)
The Yuba Group LLC multi-year trail
The Yuba Group LLC's plans moved +36.0% in assets from 2022 to 2024; this filing shows Yuba Group 401(k) Plan at $6M / 8 participants.
- #8,491
- in Professional & Technical Services (20,173 peers)
- +23.0%
- assets growth YoY
Yuba Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Yuba Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,676,704 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Yuba Group 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yuba Group 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yuba Group 401(k) Plan reported net income rose from $441K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Yuba Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Yuba Group 401(k) Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 272627120 · The Yuba Group LLC PY 2024 · 401(k)
Yuba Group 401(k) Plan · $6M · 8 · 44th
- BOOK $6M
- VS-ST 8
- BOY 44th
- SCH 401(k)
- EBSA near Baringa Partners 401(k) Plan
- PART ind #8491
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 Massachusetts →
Yuba Group 401(k) Plan in the asset neighbourhood
The Yuba Group LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Yuba Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 35.97348510525261% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $4M |
| 2023 | 1 | 7 | $5M |
| 2024 | 1 | 8 | $6M |
The Yuba Group LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 272627120 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Yuba Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Baringa Partners 401(k) Plan in NY ($6M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.