401(k)
2024 plan-year 401(k) DOL Form 5500

YUBICO INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YUBICO INC.

This 401(k) plan holds $32M in total assets and serves 274 participants as of 2024. It is sponsored by YUBICO INC. in California. The plan reported positive net income of $9M for the year.

Total Assets (2023)
$32M
Participants
274
State
Industry
Wholesale Trade

What the Filing Says About YUBICO INC. 401(K) PLAN

YUBICO INC. 401(K) PLAN is a 401(k) retirement plan sponsored by YUBICO INC., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 274 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 261373707, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2024 to $32M at year-end — a gain of 36.8%. Net assets (after liabilities) closed the year at $32M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$9M
Plan Type401(k)
Employer EIN261373707
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YUBICO INC.)

Year Plans Participants Total Assets
2022 1 208 $15M
2023 1 240 $24M
2024 1 274 $32M

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Frequently Asked Questions

How much money is in the YUBICO INC. 401(K) PLAN?
As of the 2024 Form 5500 filing, YUBICO INC. 401(K) PLAN holds $32M in total assets with 274 participants. It is sponsored by YUBICO INC..
What type of plan is YUBICO INC. 401(K) PLAN?
YUBICO INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 261373707.
Who sponsors the YUBICO INC. 401(K) PLAN?
YUBICO INC. 401(K) PLAN is sponsored by YUBICO INC., located in California. The sponsor's EIN is 261373707 and the plan operates in the Wholesale Trade industry.
How did YUBICO INC. 401(K) PLAN perform in 2024?
YUBICO INC. 401(K) PLAN grew by 36.8% during 2024, moving from $24M to $32M in total assets. Net income was $9M.
Where can I find official filings for YUBICO INC. 401(K) PLAN?
Official Form 5500 filings for YUBICO INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 261373707 or plan name at efast.dol.gov.
How does YUBICO INC. 401(K) PLAN compare to other plans?
You can compare YUBICO INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 261373707.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.