401(k) · DOL Form 5500 · 2024
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $935,867
- Avg per participant High balance/head
Official DOL plan name: Campbell, Yost, Clare & Norell, P.C. 401(k) Plan · Sponsored by Campbell, Yost, Clare & Norell, P.C. · Arizona · Professional & Technical Services
$17M in assets, 18 participants
Campbell, Yost, Clare & Norell, P.C.'s Campbell, Yost, Clare & Norell, P.C. 401(k) Plan reported $17M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #13,305 in Professional & Technical Services (20,173 peers)
2024 asset change
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan grew sharply 20.1% in 2024 ($14M → $17M) for 18 participants.
- #13,305
- in Professional & Technical Services (20,173 peers)
- +20.1%
- assets growth YoY
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan's outsized position by total assets
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,845,608 Top 33% higher than 67% 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
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Campbell, Yost, Clare & Norell, P.C. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Campbell, Yost, Clare & Norell, P.C. 401(k) Plan reported net income rose from -$4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Campbell, Yost, Clare & Norell, P.C. 401(k) Plan reported participants rose from 14 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- Campbell, Yost, Clare & Norell, P.C. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
DOL schedule card
Filing strip 860984349 · Campbell, Yost, Clare & Norell, P.C. PY 2024 · 401(k)
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan · $17M · 18 · 67th
- BOOK $17M
- VS-ST 18
- BOY 67th
- SCH 401(k)
- EBSA near Citrus Cardiology Consultants, PA Profit Sharing Plan
- PART ind #13305
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 Arizona →
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan in the asset neighbourhood
Campbell, Yost, Clare & Norell, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Campbell, Yost, Clare & Norell, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 7.474266059034286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $18M |
| 2023 | 1 | 14 | $14M |
| 2024 | 1 | 18 | $17M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 860984349 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Campbell, Yost, Clare & Norell, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Citrus Cardiology Consultants, PA Profit Sharing Plan in FL ($17M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Citrus Cardiology Consultants, PA Profit Sharing Plan (FL) $17M · 168
- Community Dental Care 401(k) Retirement Plan (MN) $17M · 257
- Alaskan Copper 401(k) Plan and Trust (WA) $17M · 154
- Nexus/Sherwood Retirement Plan (NJ) $17M · 176
Similar participant headcount
Nearest other-state filings by covered participants (18 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.