401(k) · DOL Form 5500 · 2024
Van Pelt, Yi & James, LLP 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $766,988
- Avg per participant High balance/head
Official DOL plan name: Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan · Sponsored by Van Pelt, Yi & James, LLP · California · Professional & Technical Services
$21M in assets, 28 participants
Van Pelt, Yi & James, LLP's Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan reported $21M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,323 in Professional & Technical Services (20,173 peers)
Van Pelt, Yi & James, LLP multi-year trail
Van Pelt, Yi & James, LLP's plans moved +50.2% in assets from 2022 to 2024; this filing shows Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan at $21M / 28 participants.
- #14,323
- in Professional & Technical Services (20,173 peers)
- +18.5%
- assets growth YoY
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,475,653 Top 28% higher than 72% 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
Van Pelt, Yi & James, LLC 401(k) Profit Sharing 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. Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan reported participants fell from 29 in the plan year 2023 filing to 28 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 770493353 · Van Pelt, Yi & James, LLP PY 2024 · 401(k)
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan · $21M · 28 · 72nd
- PART $21M
- PART 28
- PART 72nd
- PART 401(k)
- PART near King & King Architects 401(k) Salary Savings Plan
- PART ind #14323
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 California →
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Van Pelt, Yi & James, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Van Pelt, Yi & James, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 50.17692366593975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $14M |
| 2023 | 1 | 29 | $18M |
| 2024 | 1 | 28 | $21M |
Van Pelt, Yi & James, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 770493353 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Van Pelt, Yi & James, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is King & King Architects 401(k) Salary Savings Plan in NY ($21M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 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.