401(k) · DOL Form 5500 · 2024

Yu Yao, M.D., a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
45th
Percentile by assets National rank
$588,661
Avg per participant High balance/head
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Official DOL plan name: Yu Yao, M.D., a Professional Corporation 401(k) Plan · Sponsored by Yu Yao, M.D., a Professional Corporation · California · Healthcare & Social Assistance

$6M in assets, 10 participants

Yu Yao, M.D., a Professional Corporation's Yu Yao, M.D., a Professional Corporation 401(k) Plan reported $6M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,225 in Healthcare & Social Assistance (16,916 peers)

Yu Yao, M.D., a Professional Corporation multi-year trail

Yu Yao, M.D., a Professional Corporation's plans moved +35.4% in assets from 2022 to 2024; this filing shows Yu Yao, M.D., a Professional Corporation 401(k) Plan at $6M / 10 participants.

#8,225
in Healthcare & Social Assistance (16,916 peers)
+20.2%
assets growth YoY

Yu Yao, M.D., a Professional Corporation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Yu Yao, M.D., a Professional Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,886,611 45th percentile higher than 45% of 123,620 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 2024

Yu Yao, M.D., a Professional Corporation 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. Yu Yao, M.D., a Professional Corporation 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yu Yao, M.D., a Professional Corporation 401(k) Plan reported net income rose from $510K in the plan year 2023 filing to $990K in the plan year 2024 filing.
  • Yu Yao, M.D., a Professional Corporation 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Yu Yao, M.D., a Professional Corporation 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954718244 · Yu Yao, M.D., a Professional Corporation PY 2024 · 401(k)

Yu Yao, M.D., a Professional Corporation 401(k) Plan · $6M · 10 · 45th

  • PCT $6M
  • PCT 10
  • PCT 45th
  • PCT 401(k)
  • PCT near Connection Bank 401(k) Profit Sharing Plan
  • PCT ind #8225

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 →

Yu Yao, M.D., a Professional Corporation 401(k) Plan in the asset neighbourhood

Yu Yao, M.D., a Professional Corporation 401(k) PlanYu Yao, M.D., a Professional…$6MConnection Bank 401(k) Profit Sharing PlanConnection Bank 401(k) Profi…$6MAcademic Cardiology Associates, P.C. 401(k) Retirement PlanAcademic Cardiology Associat…$6MMorgan Newton Company, LP 401(k) Retirement Savings PlanMorgan Newton Company, LP 40…$6MDetroit Thermal Systems, LLC Salaried 401(k) PlanDetroit Thermal Systems, LLC…$6M
End-of-year total assets ($M) among Yu Yao, M.D., a Professional Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Yu Yao, M.D., a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Yu Yao, M.D., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.391904719026925% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.4M $8.66M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 20 $6M
2023 2 17 $7M
2024 2 19 $9M

Yu Yao, M.D., a Professional Corporation filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$990K
Employer EIN954718244
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Yu Yao, M.D., a Professional Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Yu Yao, M.D., a Professional Corporation 401(k) Plan, Total assets ($B): 0.005886611 · Participants: 10Yu Yao, M.D., a Professional Corporation 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Yu Yao, M.D., a Professional Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Yu Yao, M.D., a Professional Corporation 401(k) Plan side-by-side with 3 peers →

Yu Yao, M.D., a Professional Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Connection Bank 401(k) Profit Sharing Plan in IA ($6M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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.

Frequently Asked Questions

How did Yu Yao, M.D., a Professional Corporation 401(k) Plan assets move in 2024? ▼
Yu Yao, M.D., a Professional Corporation 401(k) Plan grew sharply - up 20.2% during 2024, from $5M to $6M. Reported net income was $990K.
How have Yu Yao, M.D., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yu Yao, M.D., a Professional Corporation's sponsor-wide assets grew 35.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Yu Yao, M.D., a Professional Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connection Bank 401(k) Profit Sharing Plan in IA ($6M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Yu Yao, M.D., a Professional Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A in assets).

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 954718244.

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.